Rebecca L Bast
Investment adviser representative at Onepoint Bfg Wealth Partners
32 yearsExperience
1 stateRegistered in
ChFC®Designation
$15.1BFirm assets
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How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assetsHourlyFixed or flat fee
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
- Pension consulting
- Seminars and workshops
Experience
32 years in the industry.
- Onepoint Bfg Wealth PartnersSep 2026 to now
- Bleakley Financial Group LLC dba Bast Financial GroupSep 2026 to now
- Bleakley Financial Group LLC dba Onepoint Bfg Wealth PartnersSep 2026 to now
- Northwestern Mutual Wealth Management CompanyJan 2012 to Sep 2026
- Northwestern Mutual Investment Services, LLCJun 1997 to Sep 2026
- Northwestern Mutual Life Insurance CompanyJun 1994 to Sep 2026
Designations
- ChFC®
Exams passed
- Series 63 · Uniform Securities Agent State Law2001
- Series 65 · Uniform Investment Adviser Law2009
State registrations
Registered as an investment adviser representative in 1 state (FL).
Onepoint Bfg Wealth Partners
Legal name: Bleakley Financial Group, LLC
$15.1BAssets managed
8,647Clients
124Advisers
4 yearsIn business
Official records
SEC data as of Sep 29, 2026. Registrations and firm details can change; confirm current status on the SEC's Investment Adviser Public Disclosure (opens in a new tab) site.
- Individual CRD
- 2595262
- Firm CRD
- 318366