Michael I. Axelrod
ONEPOINT BFG WEALTH PARTNERS | Principal
PARSIPPANY, NJ 07054
Some features on this profile are disabled
CRD#: 2595831
Professional summary
Michael Ian Axelrod is a registered financial advisor currently at ONEPOINT BFG WEALTH PARTNERS located in Parsippany, New Jersey.
Michael is registered as an IAR (Investment Advisor Representative) and started their career in finance in 1996. Michael has worked at 6 firms and has passed the Series 66, Series 63, SIE, Series 7 and Series 6 exams.
Biography
Michael Axelrod is a Partner and Wealth Advisor with Bleakley Financial Group. For over 25 years, Michael has supported high net worth families to manage the complexities of their financial lives. As a testament to Michael’s high level of service, he has been recognized by Barron's as a 2019,2021, & 2022 Top 1,200 Advisor, and by Forbes as a 2018, 2019, 2020, 2021 & 2022 Best-In-State Wealth Advisor*.
Michael has a deep passion for seeing his clients succeed. He collaborates with them to create a comprehensive plan for their immediate and long-term needs. He has access to a wide variety of thoughtful strategies to help clients work towards their investment goals and aim to preserve the assets they worked so hard to earn.
Michael can be reached at 973-244-4223, or emailed directly at mike.axelrod@bleakley.com.
Michael is on the Board of Visitors at the School of Human Ecology, within the University of Wisconsin-Madison. This school focuses on personal finance, Michael's major, and actively educates the next generation of financial professionals.
He is an avid golfer, and enjoys spending time with his wife Heidi, and their three children Jordyn, Ethan, and Claire.
Question & Answer
What are your service offerings?
Financial planning
Trading individual securities
Trust & estate planning
Philanthropic services
Insurance
Retirement planning
What is your current number of clients?
Greater than 100
What is your minimum asset requirement?
1M
Are you a "fiduciary"?
Yes
Aliases
None
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.
(1) 12/18/2014: NO BUSINESS NAME - INV REL - AT REPORTED BUSINESS LOCATION(S) - NON-VARIABLE INSURANCE - 10% OF TIME SPENT - INDEPENDENT INSURANCE AGENT: LIFE, HEALTH, DISABILITY, LONG-TERM CARE (2) 01/29/2015: BLEAKLEY FINANCIAL GROUP - DBA FOR LPL BUSINESS (ENTITY FOR LPL BUSINESS) - INV REL - AT REPORTED BUSINESS LOCATION(S) - START 02/25/2015 (3) 087/03/2022 - Bleakley Financial Group, LLC - Investment Related - At Reported Business Location(s) - Registered Investment Advisor Hybrid - IAR-Advisor - Start Date - 07/28/2022 - 160 Hours Per Month/120 Hours During Securities Trading - I provide investment advisory services through Bleakley Financial Group LLC, an independent investment advisor firm. I started this business activity in 07/2022. I expect to spend approximately 160 hours per month on this activity. Please see the advisory firm's Form ADV for more information about its address, the nature of its business, its owners, and its services at http://www.adviserinfo.sec.gov/IAPD. The firm is separate from and independent of LPL Financial.
CRS (Client Relationship Summary) - RIA
Click below to view Michael Ian Axelrod's CRS (Customer Relationship Summary).
Certified licenses
Advisors may have various certifications and credentials from different organizations. AdvisorCheck highlights these seven certifications - AIF®, CFP®, ChFC®, CFA, CLU®, CIMA®, CPWA®
NoneEducation
1989 - 1993
Experience
Current
June 30, 2022 - Present
ONEPOINT BFG WEALTH PARTNERS
Office #1: 300 Kimball Drive Suite 310, Parsippany, NJ 07054RIA
CRD#: 318366
PARSIPPANY, NJ
Past
February 25, 2015 - July 1, 2024
LPL FINANCIAL LLC
BD
CRD#: 6413
FAIRFIELD, NJ
Past
December 19, 2014 - July 20, 2022
PRIVATE ADVISOR GROUP, LLC
RIA
CRD#: 155216
FAIRFIELD, NJ
Past
June 26, 2007 - February 26, 2015
NORTHWESTERN MUTUAL INVESTMENT SERVICES, LLC
RIA
CRD#: 2881
FAIRFIELD, NJ
Past
January 8, 2007 - April 30, 2007
NORTHWESTERN MUTUAL WEALTH MANAGEMENT COMPANY
RIA
CRD#: 109729
MILWAUKEE, WI
Past
June 11, 1996 - January 1, 2002
ROBERT W. BAIRD & CO. INCORPORATED
BD
CRD#: 8158
MILWAUKEE, WI
Past
May 13, 1996 - February 26, 2015
NORTHWESTERN MUTUAL INVESTMENT SERVICES, LLC
BD
CRD#: 2881
FAIRFIELD, NJ
Primary Firm SEC Registration
This SEC-registered firm can serve clients nationwide. Some states may require the firm to submit a notice filing if the firm has more than 5 clients or a physical office there. You can view these state-level filings under the section titled "State Registrations and Notice Filings".
OB
ONEPOINT BFG WEALTH PARTNERS
AMWELL RIDGE WEALTH MANAGEMENT | SPAHN FINANCIAL | RETIREBETTER LI | POISE WEALTH | ONEPOINT BFG WEALTH PARTNERS | ONEPOINT BFG EAST BAY | ONEPOINT BFG | MILLER FINANCIAL SERVICES | BLEAKLEY FINANCIAL LEHIGH VALLEY | BLEAKLEY FINANCIAL GROUP, LLC | BLEAKLEY ADVISORY GROUP
CRD#: 318366 / SEC#: 801-123232
RIA
Registered Investment Advisory firm - (2/14/2022 Approved)State Registrations and Notice Filings
Listed states reflect where the advisor is authorized to serve clients under state regulations.
IAR
means the advisor is registered as an Investment Advisor Representative in this state and is authorized to provide investment advice to clients there.Highlighted states indicate IAR registrations
IAR
New Jersey(7/1/2022)
Exams
State Security Law Exam
State Security Law Exam
General Industry/Product Exam
General Industry/Product Exam
General Industry/Product Exam
Current Firm
OB
ONEPOINT BFG WEALTH PARTNERS
AMWELL RIDGE WEALTH MANAGEMENT | SPAHN FINANCIAL | RETIREBETTER LI | POISE WEALTH | ONEPOINT BFG WEALTH PARTNERS | ONEPOINT BFG EAST BAY | ONEPOINT BFG | MILLER FINANCIAL SERVICES | BLEAKLEY FINANCIAL LEHIGH VALLEY | BLEAKLEY FINANCIAL GROUP, LLC | BLEAKLEY ADVISORY GROUP
CRD#: 318366 / SEC#: 801-123232
RIA
Registered Investment Advisory firm - (2/14/2022 Approved)Upgrade to AdvisorCheck Premium
Get A Biweekly Pulse, AutomaticallyReceive biweekly alerts automatically. Stay informed and proactive.
Catch Firm-Level Red Flags SoonerCatch leadership changes and disclosures early, before issues escalate.
See Trends. Not Just SnapshotsMonitor firm stability metrics like AUM and advisor ratios over time.
Contact information
Main Address
300 Kimball Drive Suite 310, Parsippany, NJ 07054
Mailing Address
Phone number
(973) 575-4180
Established
Firm type
Fiscal year end
# of Employees
176
SEC notice filing (53 States and Territories)
Regulatory assets under management
| Total Number of Accounts | 30,268 |
| AUM (Assets Under Management) | $ 12,128,656,187 |
Red Flags
Disclosures can be potential red flags, including customer disputes, regulatory fines, employer terminations, bankruptcies, judgments, liens, or certain criminal activities.
Check for any disclosures as part of your thorough research when choosing an advisor.
Company Information
ONEPOINT BFG WEALTH PARTNERS
PrincipalCRD#: 318366Parsippany, NJ 07054TRUST BUT VERIFY
Monitor Michael Axelrod
Get automatic monthly alerts on:Job or Firm Moves
Licensing Changes
Client Complaints
New Red Flags
Contact Information Updates
Contact information
(xxx) xxx-xxxx
xxxxx@xxxx.xxx
