Cody Maxwell
Investment adviser representative at Onepoint Bfg Wealth Partners
15 yearsExperience
1 stateRegistered in
CFP® certificationDesignation
$15.1BFirm assets
Are you Cody Maxwell? Claim your profile
Contact this firm
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 PartnersOct 2025 to now
- Bleakley Financial Group dba Spahn Financial & Onepoint BfgOct 2025 to now
- Kevin SpahnNov 2023 to now
- Northwestern Mutual Investment Services LLCFeb 2024 to Oct 2025
- Charles Schwab & Co., Inc.Jun 2018 to Nov 2023
- StudentApr 2018 to Jun 2018
- Mcalister's DeliAug 2011 to Apr 2018
Designations
- CFP® certification
Exams passed
- Series 63 · Uniform Securities Agent State Law2019
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
- 6975993
- Firm CRD
- 318366