Michael Anthony Klein
Investment adviser representative at Onepoint Bfg Wealth Partners
12 yearsExperience
1 stateRegistered 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 PartnersJul 2022 to now
- Bleakley Financial Group, LLCJun 2022 to now
- Private Advisor GroupDec 2015 to Jun 2022
- LPL Financial, LLCJan 2014 to Apr 2025
- Bleakley Financial Group, LLCJan 2014 to Jan 2020
Designations
- CFP® certification
Exams passed
- Series 66 · Uniform Combined State Law2020
State registrations
Registered as an investment adviser representative in 1 state (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
- 6281153
- Firm CRD
- 318366