Max Wilson
Investment adviser representative at Onepoint Bfg Wealth Partners
19 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
19 years in the industry.
- Onepoint Bfg Wealth PartnersMar 2025 to now
- Bleakley Financial Group dba Onepoint Bfg Wealth PartnersMar 2025 to now
- Northwestern Mutual Wealth Management CompanyJan 2016 to Mar 2025
- Rental PropertySep 2010 to May 2018
- Northwestern Mutual Investment Services LLCMay 2007 to Mar 2025
- Northwestern Mutual Life Insurance CompanyJan 2007 to Mar 2025
Designations
- CFP® certification
Exams passed
- Series 63 · Uniform Securities Agent State Law2007
State registrations
Registered as an investment adviser representative in 2 states (ID, 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
- 5282315
- Firm CRD
- 318366