Louise D'angelo Monti
Investment adviser representative at Onepoint Bfg Wealth Partners
22 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
22 years in the industry.
- Purshe Kaplan Sterling InvApr 2025 to now
- Onepoint Bfg Wealth PartnersJul 2022 to now
- Bleakley Financial Group, LLCJun 2022 to now
- LPL Financial, LLCJun 2021 to Apr 2025
- Private Advisor Group, LLCJun 2021 to Jun 2022
- Northwestern Mutual Wealth Management CompanyOct 2007 to May 2021
- Northwestern Mutual Investment Services, LLC.Mar 2004 to May 2021
- Stephen C. OwingsFeb 2004 to Jun 2021
Exams passed
- Series 63 · Uniform Securities Agent State Law2004
- Series 66 · Uniform Combined State Law2007
State registrations
Registered as an investment adviser representative in 1 state (GA).
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
- 4741687
- Firm CRD
- 318366