Yousef Ali Khan
Investment adviser representative at Onepoint Bfg Wealth Partners
12 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
12 years in the industry.
- Purshe Kaplan Sterling InvestmentsApr 2025 to now
- Onepoint Bfg Wealth PartnersSep 2023 to now
- Bleakley Financial Group, LLCApr 2014 to now
- Private Advisor GroupSep 2020 to Aug 2022
- Northwestern Mutual Wealth Management CompanySep 2015 to Sep 2020
- Northwestern Mutual Investment Services LLCJul 2014 to Sep 2020
- Timothy NielsenMay 2014 to Sep 2020
- LPL Financial, LLCApr 2014 to Apr 2025
- Joseph SreshtaApr 2014 to Sep 2020
Designations
- CFP® certification
Exams passed
- Series 63 · Uniform Securities Agent State Law2014
State registrations
Registered as an investment adviser representative in 2 states (NJ, TX).
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
- 6112023
- Firm CRD
- 318366