Shaun M Feldeisen
Investment adviser representative at Onepoint Bfg Wealth Partners
22 yearsExperience
2 statesRegistered 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
22 years in the industry.
- Onepoint Bfg Wealth PartnersAug 2022 to now
- Bleakley Financial Group, LLC dba Onepoint Bfg Wealth PartnersJun 2022 to now
- LPL Financial LLCFeb 2019 to Apr 2025
- Private Advisor Group, LLCFeb 2019 to Jun 2022
- Northwestern Mutual Wealth Management CompanyFeb 2015 to Feb 2019
- Northwestern Mutual Investment Services, LLCOct 2004 to Feb 2019
- The Northwestern Mutual Life Insurance CompanySep 2004 to Feb 2019
Designations
- CFP® certification
Exams passed
- Series 63 · Uniform Securities Agent State Law2005
- Series 65 · Uniform Investment Adviser Law2010
State registrations
Registered as an investment adviser representative in 2 states (MA, NJ).
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
- 4863785
- Firm CRD
- 318366