Collin David Brown
Investment adviser representative at Onepoint Bfg Wealth Partners
13 yearsExperience
2 statesRegistered in
$15.1BFirm assets
4 yearsFirm in business
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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
13 years in the industry.
- Onepoint Bfg Wealth PartnersMay 2025 to now
- Bleakley Financial Group, LLCFeb 2025 to now
- Orion Portfolio SolutionsMay 2023 to Feb 2025
- Umb Financial ServicesDec 2021 to May 2023
- Ultimus Fund SolutionsJul 2019 to Dec 2021
- Pruco Securities LLCFeb 2019 to May 2019
- Golf USA - KearneyApr 2018 to May 2019
- Kearney Country ClubApr 2018 to Oct 2018
- Viaero CenterSep 2017 to Mar 2018
- Fremont Golf ClubAug 2013 to Aug 2017
Exams passed
- Series 65 · Uniform Investment Adviser Law2023
State registrations
Registered as an investment adviser representative in 2 states (NE, 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
- 7056987
- Firm CRD
- 318366