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William Matthew Friederichs

BGM Wealth Management

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About William Matthew Friederichs

William Friederichs is a financial advisor at BGM Wealth Management. William has been in the financial services industry for over 30 years, specializing in financial planning and portfolio management for individuals and families. William's extensive experience and credentials make him a valuable resource for clients seeking comprehensive financial guidance.

Firm Information

William Friederichs 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.

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financial planning services

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

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selection of other advisors

Helps you choose top advisors aligned with your financial goals.

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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.

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fixed fees

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

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percentage of assets

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

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William Friederichs’s Registration & Firm History

MN

07/02/2024 - Present

BGM Wealth Management (BLOOMINGTON MN)

NJ

03/21/2016 - 12/14/2017

FORESTERS FINANCIAL SERVICES, INC. (EDISON NJ)

MN

05/01/2012 - 02/19/2016

NATIONAL PLANNING CORPORATION (OAKDALE MN)

MN

07/08/2009 - 05/03/2012

ING FINANCIAL PARTNERS, INC. (BLOOMINGTON MN)

PA

10/29/2007 - 04/03/2009

LINCOLN FINANCIAL DISTRIBUTORS, INC. (RADNOR PA)

MN

02/23/2000 - 05/15/2007

ALLIANZ LIFE FINANCIAL SERVICES, LLC (LAKE ELMO MN)

CT

05/08/1996 - 02/22/2000

WASHINGTON SQUARE SECURITIES, INC. (WINDSOR CT)

MN

04/11/1992 - 05/06/1996

FORTIS INVESTORS, INC. (OAKDALE MN)

MN

08/22/1989 - 04/11/1990

WESTONKA INVESTMENTS, INC. (MINNETONKA MN)

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Licenses & Designations

IA

Issued 07/29/2009

Series 65 - Uniform Investment Adviser Law Examination

BC

Issued 09/05/1989

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 11/06/1997

Series 24 - General Securities Principal Examination

BC

Issued 12/14/2017

SIE - Securities Industry Essentials Examination

BC

Issued 08/19/1989

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are no public disclosures for William Matthew Friederichs.
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