Ross Daniel Gobel
Investment adviser representative at Bgm Wealth Management
22 yearsExperience
4 statesRegistered in
CFP® certificationDesignation
$517.5MFirm 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
Experience
22 years in the industry.
- Bgm Wealth ManagementJul 2026 to now
- Bgm Wealth PartnersAug 2023 to now
- Northwestern Mutual Investment Services LLCApr 2023 to Aug 2023
- Bharadwaj PuramSep 2021 to Aug 2023
- StudentAug 2020 to May 2022
- ApplebeesAug 2018 to Jul 2022
- ShopkoNov 2017 to Jun 2018
- Firstlight Health SystemSep 2017 to Dec 2018
- UnemployedJul 2001 to Sep 2017
Designations
- CFP® certification
Exams passed
No exams in this record.
State registrations
Registered as an investment adviser representative in 4 states (CA, MN, TX, WI).
Bgm Wealth Management
Legal name: Bgm Wealth Partners, LLC
$517.5MAssets managed
213Clients
7Advisers
29 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
- 7617115
- Firm CRD
- 110483