Andrew Janusz
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 PartnersOct 2025 to now
- Bleakley Financial Group dba Spahn Financial & Onepoint BfgOct 2025 to now
- Northwestern Mutual Wealth Management CompanyJul 2024 to Oct 2025
- Kevin SpahnJun 2024 to Oct 2025
- Northwestern Mutual Investment Services LLCJun 2024 to Oct 2025
- Bank of America, N.A.Sep 2022 to Jun 2024
- Merrill LynchSep 2022 to May 2024
- JP MorganAug 2015 to Sep 2022
- JPMorgan Securities LLCJul 2015 to Sep 2022
Designations
- CFA
Exams passed
- Series 63 · Uniform Securities Agent State Law2015
- Series 65 · Uniform Investment Adviser Law2022
State registrations
Registered as an investment adviser representative in 1 state (IL).
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
- 6528461
- Firm CRD
- 318366