William Matthew Friederichs
CFP®Professional Summary
William Matthew Friederichs, CFP® is a registered financial advisor currently at BGM WEALTH MANAGEMENT located in Bloomington, Minnesota. William is registered as an IAR (Investment Advisor Representative) and started their career in finance in 1989. William has worked at 9 firms and has passed the Series 65, Series 63, SIE, Series 7 and Series 24 exams.
At a Glance
Fiduciary Standard
Fee Structure
Account Minimum
Active Clients
Fiduciary Standard
Fee Structure
Account Minimum
Active Clients
Other Aliases
There are no additional aliases reported.
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Videos & Posts
This advisor has not added any videos or posts yet.
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Contact Information
xxxxx@xxxx.xxx
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Disclosures are events reported to regulators, such as customer disputes, regulatory actions, employment separations, or financial events. Some are resolved, denied, or contested — a disclosure is not a verdict. We recommend asking an advisor directly about any disclosure on their record.
Disclosures on record.
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Credentials
Years of Experience
37 years in the financial services industry
Current & Past Employments
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Current Firm
BGM TRUNORTH WEALTH PARTNERS, LLC | BOECKERMANN, GRAFSTROM & MAYER WEALTH MANAGEMENT, LLC | BOECKERMANN HEINEN & MAYER WEALTH MANAGEMENT LLC | BGM WEALTH PARTNERS, LLC | BGM WEALTH PARTNERS | BGM WEALTH MANAGEMENT, LLC | BGM WEALTH MANAGEMENT
Contact Information
Main Address
7900 International Drive Suite 800, Bloomington, MN 55425Phone Number
(952) 844-2500# of Employees
8SEC notice filing (5 States and Territories)
Registered to provide investment advisory services in 5 US states and territories.
Documents
Part 2 Brochures
Regulatory Assets Under Management
Total Number of Accounts
889AUM (Assets Under Management)
$517,482,644Accountant Surprise Examination Report
| Filing Date | Form ADV-E Cover | Form ADV-E Report |
|---|---|---|
| 07/23/2025 | Cover Page | Report |
| 10/16/2024 | Cover Page | Report |
| 01/19/2024 | Cover Page | Report |
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Other business activities
Outside business activity is any business or activity undertaken by an advisor that is outside the scope of their relationship with their firm (e.g., consulting services, real estate, freelance work, teaching, etc.). Investors should stay informed about these activities to ensure no conflicts of interest.
The advisor shows no other business activity.
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Primary Firm SEC Registration
BGM TRUNORTH WEALTH PARTNERS, LLC | BOECKERMANN, GRAFSTROM & MAYER WEALTH MANAGEMENT, LLC | BOECKERMANN HEINEN & MAYER WEALTH MANAGEMENT LLC | BGM WEALTH PARTNERS, LLC | BGM WEALTH PARTNERS | BGM WEALTH MANAGEMENT, LLC | BGM WEALTH MANAGEMENT
State Registrations and Notice Filings
(7/2/2024)
(2/19/2019)
(2/19/2019)
(7/2/2024)
Don't see your state listed? The advisor may still be able to work with you under the federal De Minimis Rule, which allows up to five investment advisory clients in a state without registration. Some states, like TX, LA, NE, and NH, may still require registration or notice filing. Contact the advisor or their firm to confirm their investment advisory availability in your state.
Exams
Financial professionals may take different exams throughout their careers based on the types of services they provide and roles they perform.
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CRS (Client Relationship Summary) - RIA
Click below to view William Matthew Friederichs's CRS (Customer Relationship Summary).
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