Kristen Marshall Secor
Investment adviser representative at Onepoint Bfg Wealth Partners
12 yearsExperience
1 stateRegistered in
ChFC®Designation
$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.
- Onepoint Bfg Wealth PartnersJul 2025 to now
- Bleakley Financial GroupApr 2025 to now
- Northwestern Mutual Wealth Management CompanyJan 2023 to now
- Northwestern Mutual Investment Services LLCJan 2022 to now
- Jeffrey MillerJul 2020 to now
- Turn Cardio Jam StudioSep 2017 to Dec 2017
- Niche Fit StudioMar 2017 to Aug 2018
- Plus OneSep 2015 to Jun 2020
- Boho StudiosApr 2014 to Mar 2020
Designations
- ChFC®
Exams passed
- Series 63 · Uniform Securities Agent State Law2022
State registrations
Registered as an investment adviser representative in 1 state (VA).
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
- 7269159
- Firm CRD
- 318366