Ian David Stelter
Investment adviser representative at Onepoint Bfg Wealth Partners
17 yearsExperience
1 stateRegistered 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
17 years in the industry.
- Onepoint Bfg Wealth PartnersJan 2026 to now
- Bleakley Financial Group LLC dba Onepoint Bfg Wealth PartnersJan 2026 to now
- Bleakley Financial Group LLC dba Voyage Wealth Architects?Jan 2026 to now
- Oak Ridge Country ClubJun 2021 to now
- Minnesota HockeyNov 2018 to now
- Northwestern Mutual Investment Services LLCOct 2024 to Jan 2026
- Brian EderJul 2024 to Jan 2026
- Runestone Heating and Air ConditioningJan 2024 to Dec 2024
- Hazeltine National Golf ClubJun 2023 to Aug 2024
- King TechnologyMay 2022 to Aug 2023
- Bethel UniversitySep 2021 to May 2024
- BethelSep 2021 to Dec 2022
- Bearpath Golf and Country ClubAug 2019 to May 2021
- Bent Creek Golf ClubJun 2017 to May 2018
- Eden Prairie SchoolsSep 2009 to Aug 2021
Exams passed
- Series 66 · Uniform Combined State Law2025
State registrations
Registered as an investment adviser representative in 1 state (MN).
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
- 7954073
- Firm CRD
- 318366