David Daniel Roberts
Investment adviser representative at Onepoint Bfg Wealth Partners
15 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
15 years in the industry.
- Onepoint Bfg Wealth PartnersAug 2022 to now
- Bleakley Financial Group, LLC dba Onepoint Bfg Wealth PartnersAug 2022 to now
- LPL Financial LLCAug 2022 to Feb 2024
- Northwestern Mutual Wealth Management CompanyJan 2016 to Aug 2022
- Northwestern Mutual Investment Services, LLCNov 2011 to Aug 2022
- Northwestern Mutual Life Insurance CompanySep 2009 to Aug 2022
Designations
- CFP® certification
Exams passed
- Series 63 · Uniform Securities Agent State Law2012
State registrations
Registered as an investment adviser representative in 2 states (NJ, VA).
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
- 5720715
- Firm CRD
- 318366