Kyle Peter Matthews
Investment adviser representative at Onepoint Bfg Wealth Partners
11 yearsExperience
1 stateRegistered in
CFADesignation
$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
11 years in the industry.
- Onepoint Bfg Wealth PartnersJun 2025 to now
- Bleakley Financial GroupMar 2025 to now
- Northwestern Mutual Wealth Management CompanyAug 2023 to Mar 2025
- Northwestern Mutual Investment Services LLCApr 2023 to Mar 2025
- Jeffrey MillerFeb 2023 to Mar 2025
- CitiOct 2021 to Feb 2023
- Oppenheimer and CoOct 2017 to Oct 2021
- AlgerJan 2015 to Oct 2017
Designations
- CFA
Exams passed
- Series 63 · Uniform Securities Agent State Law2011
- Series 65 · Uniform Investment Adviser Law2012
State registrations
Registered as an investment adviser representative in 1 state (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
- 5891858
- Firm CRD
- 318366