linkedInfacebook
For AdvisorsLog InContact Us
Invested Better
Unclaimed

Unclaimed

Unclaimed

Jon Thomas Meyer

BGM Wealth Management

Use our Financial Advisor Match Tool to find your ideal match.
UnclaimedThis information is unverified and unclaimed information. Are you Jon? Claim Your Profile

About Jon Thomas Meyer

Jon Thomas Meyer is a financial advisor at BGM Wealth Management, with over 30 years of experience in the industry. Jon holds a Series 7, Series 63 and Series 65 license. Jon has worked in both advisory and broker-dealer roles, providing experience and expertise in a variety of financial planning and investment management services. Jon is a Certified Financial Planner (CFP) and is a Partner at Cornerstone Private Asset Trust Co. LLC. Jon specializes in working with high-net-worth individuals and families.

Firm Information

Jon Meyer is currently registered with BGM Wealth Management. BGM Wealth Management is an independent wealth management firm based in Bloomington, MN. They provide financial planning and portfolio management services to individuals and high-net-worth individuals. The firm has approximately $433 million in assets under management.
BGM Wealth Management

7900 INTERNATIONAL DRIVE

BLOOMINGTON, MN 55425

$433.35M

Assets Under Management

Not reported

Total Clients

5

Total Financial Advisors

Services Offered

Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.

check

financial planning services

Comprehensive financial plans to help you achieve your personal and business goals.

check

selection of other advisors

Helps you choose top advisors aligned with your financial goals.

check

portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

Fee Structure

Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.

check

fixed fees

Set rates for specific services, regardless of time or assets managed.

check

percentage of assets

A percentage of the total value of assets under management is charged.

Find Your Ideal Financial Advisor

1

Finding a financial advisor doesn’t have to be complicated. InvestedBetter’s free tool connects you with advisors who serve your area and fit your financial needs in just 5 minutes.

2

Your matches with an Advisor based on their qualifications and skills to help you achieve your financial goals. Get on the path to financial success today.

Jon Meyer’s Registration & Firm History

MN

07/16/2024 - Present

BGM Wealth Management (BLOOMINGTON MN)

MN

10/21/1993 - 07/08/1999

AMERICAN EXPRESS FINANCIAL ADVISORS INC. (MINNEAPOLIS MN)

MN

10/21/1993 - 07/08/1999

IDS LIFE INSURANCE COMPANY (MINNEAPOLIS MN)

Not sure if Jon Thomas Meyer is right for you?

Licenses & Designations

IA

Issued 05/20/2002

Series 65 - Uniform Investment Adviser Law Examination

BC

Issued 11/02/1993

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 10/20/1993

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are no public disclosures for Jon Thomas Meyer.
Not sure if Jon Thomas Meyer is right for you?