Teresa A Payment
Investment adviser representative at Onepoint Bfg Wealth Partners
19 yearsExperience
1 stateRegistered in
$15.1BFirm assets
4 yearsFirm in business
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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
19 years in the industry.
- Onepoint Bfg Wealth PartnersApr 2026 to now
- Bleakley Financial Group dba Armstrong & Sinoff FinancialApr 2026 to now
- Bleakley Financial Group dba Onepoint Bfg Wealth PartnersApr 2026 to now
- Michael Paul ArmstrongJan 2017 to now
- Northwestern Mutual Wealth Management CompanyOct 2017 to Apr 2026
- Northwestern Mutual Investment Services LLCFeb 2017 to Apr 2026
- Richard Nese IiiJan 2017 to Dec 2020
- Merrill LynchOct 2007 to Jan 2017
Exams passed
- Series 66 · Uniform Combined State Law2008
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
- 3246722
- Firm CRD
- 318366