Mary G. Lundstrom
Professional summary
Mary Grace Lundstrom, CFP®, ChFC®, CLU®, who also goes by Mary Grace Filipek, Mary G Lundstrom, is a registered financial advisor currently at ONEPOINT BFG WEALTH PARTNERS located in East Greenwich, Rhode Island.
Mary is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2002. Mary has worked at 3 firms and has passed the Series 66, Series 63, Series 7TO, Series 6TO, SIE, Series 7, Series 6 and Series 26 exams.
Question & Answer
Aliases
Other business activities
CRS (Client Relationship Summary) - RIA
Click below to view Mary Grace Lundstrom's CRS (Customer Relationship Summary).
Certified licenses
Start date: 2010
Experience
June 1, 2022 - Present
ONEPOINT BFG WEALTH PARTNERS
December 17, 2020 - June 8, 2022
PRIVATE ADVISOR GROUP, LLC
July 31, 2007 - September 14, 2016
NORTHWESTERN MUTUAL INVESTMENT SERVICES, LLC
May 24, 2002 - December 21, 2020
NORTHWESTERN MUTUAL INVESTMENT SERVICES, LLC
Primary Firm SEC Registration
ONEPOINT BFG WEALTH PARTNERS
CRD#: 318366 / SEC#: 801-123232
State Registrations and Notice Filings
Listed states reflect where the advisor is authorized to serve clients under state regulations.
Highlighted states indicate IAR registrations
(1/2/2025)
(6/15/2022)
(9/13/2022)
Exams
Series 7TO
Date: 5/31/2024
General Securities Representative ExaminationSeries 6TO
Date: 5/31/2024
Investment Company Products/Variable Contracts Representative ExaminationCurrent Firm
ONEPOINT BFG WEALTH PARTNERS
CRD#: 318366 / SEC#: 801-123232
Contact information
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
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