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Jeremy Steven Fritsch

Bam Wealth Management LLC

Lakewood, CO

CRD 7906592

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Employer firm

Bam Wealth Management LLC CRD 330237

$202M regulatory AUM

Reported services (Item 5G)

  • Financial planning
  • Portfolio management (individuals)
  • Selection of other advisers
  • Educational seminars

From the firm’s Form ADV. Read the guides:

Current Employers
Bam Wealth Management Llc

165 South Union Blvd Suite 675, Lakewood, CO 80228 • United States

Current Registrations

AuthorityCategoryStatusDate
CO RA APPROVED 2025-06-26
  • CO RA
    APPROVED
    Since 2025-06-26

Branch Locations

165 South Union Blvd Suite 675, Lakewood, CO 80228 • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Equitable Advisors, Llc Greenwood Village CO 10/2023 05/2025
Vino Beano Tallahassee FL 01/2023 09/2023
Land Crafters Littleton CO 05/2023 08/2023
Lariat Lodge Brewing Company Littleton CO 07/2019 05/2021
Tamale Kitchen Littleton CO 08/2018 04/2019
Taco Bell Littleton CO 05/2017 01/2018
Chatfield Senior Highschool Littleton CO 06/2015 08/2020
Florida State University Tallahassee FL 08/2020 05/2024
Creativeone Wealth, Llc Overland Park KS 05/2025 09/2025
Bam Wealth Management Llc Lakewood CO 05/2025 Present
  • 10/2023 → 05/2025
    Greenwood Village, CO
  • 01/2023 → 09/2023
    Vino Beano
    Tallahassee, FL
  • 05/2023 → 08/2023
    Land Crafters
    Littleton, CO
  • 07/2019 → 05/2021
    Lariat Lodge Brewing Company
    Littleton, CO
  • 08/2018 → 04/2019
    Tamale Kitchen
    Littleton, CO
  • 05/2017 → 01/2018
    Taco Bell
    Littleton, CO
  • 06/2015 → 08/2020
    Chatfield Senior Highschool
    Littleton, CO
  • 08/2020 → 05/2024
    Florida State University
    Tallahassee, FL
  • 05/2025 → 09/2025
    Overland Park, KS
  • 05/2025 → Present
    Lakewood, CO
Previous Registrations
Other Businesses

1. BAM Advisory Group; Investment related: Yes; 165 S. Union Blvd, Suite 675 Lakewood, CO 80228; Life Insurance/Annuities; Start date: 05/22/2025; 80 hours/month all during trading hours; Assists with financial advising.

Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2024-10-04
  • S66 Uniform Combined State Law Examination
    2024-10-04

View on SEC IAPD

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