Steven M Wilder
Investment adviser representative at Onepoint Bfg Wealth Partners
19 yearsExperience
1 stateRegistered in
CFP® certificationDesignation
$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
19 years in the industry.
- Onepoint Bfg Wealth PartnersOct 2025 to now
- Bleakley Financial Group LLC dba Spahn Financial & Onepoint BfgOct 2025 to now
- Kevin SpahnNov 2007 to now
- Northwestern Mutual Wealth Management CompanyAug 2008 to Oct 2025
- Northwesten Mutual Investment Services, LLCNov 2007 to Oct 2025
Designations
- CFP® certification
Exams passed
- Series 63 · Uniform Securities Agent State Law2001
- Series 66 · Uniform Combined State Law2008
State registrations
Registered as an investment adviser representative in 1 state (IL).
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
- 4341199
- Firm CRD
- 318366