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Drew E. Besonson
ONEPOINT BFG WEALTH PARTNERS
Birmingham, MI 48009
Some features on this profile are disabled
CRD#: 4507195
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Professional summary
Drew Edward Besonson is a registered financial advisor currently at ONEPOINT BFG WEALTH PARTNERS located in Birmingham, Michigan.
Drew is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2002. Drew has worked at 2 firms and has passed the Series 66, Series 63, SIE and Series 7 exams.
Question & Answer
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) MAY EARN COMMISSIONS FROM INSURANCE COMPANIES FOR SALES OF NON-VARIABLE LIFE, HEALTH, ANNUITY AND/OR DISABILITY INCOME INSURANCE PRODUCTS; BIRMINGHAM, MI; 3/2022; 10 HRS PER MO; 1-2 HRS DURING SECURITIES TRADING HRS. 2) OWNER 95%, REGAL WEALTH, PLLC, PRESIDENT, BIRMINGHAM, MI, LEGAL ENTITY, START DATE: 7/30/2007, HRS PER MO: 0-5, HRS DURING SECURITIES TRADING HRS: 0-5, FR BUSINESS ENTITY. 3) 100% OWNER, 11ELEVEN, LLC, BIRMINGHAM, MI, INVESTMENT PROPERTY, START DATE: 4/12/2018, HRS PER MO: 0-5, HRS DURING SECURITIES TRADING HRS: 0-5, PURCHASE & OVERSEE MANAGEMENT OF RENTAL PROPERTY. 4) ORCHARDS CHILDREN'S SERVICES, NON-INVESTMENT RELATED; NON-PROFIT, SOUTHFIELD, MI; SOCIAL SERVICES; CHAIRMAN OF THE BOARD AND MEMBER OF THE FINANCE COMMITTEE; START DATE 11/18/2009, HRS PER MO: 0-5, HRS DURING SECURITIES TRADING HRS 0-5. 5) BOARD MEMBER AT LARGE, MORTGAGE COIN GROUP, FARMINGTON HILLS, MI, PRIVATE, START DATE: 9/24/2021, HRS PER MO: 0-5, HRS DURING SECURITIES TRADING HRS: 0-5, PROVIDE DIRECTION, ESTABLISH GOVERNANCE, EFFECTIVE ORGANIZATIONAL PLANNING. 6) BEAUMONT HEALTH FOUNDATION; NON-INVESTMENT RELATED; SOUTHFIELD, MI; HEALTH SERVICES FOUNDATION; TRUSTEE SINCE 2016; 0 HRS PER MO.
CRS (Client Relationship Summary) - RIA
Click below to view Drew Edward Besonson'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®
NoneExperience
Current
March 24, 2022 - Present
ONEPOINT BFG WEALTH PARTNERS
Office #1: 251 E. Merrill Street Suite 204, Birmingham, MI 48009RIA
CRD#: 318366
Birmingham, MI
Past
April 17, 2008 - March 28, 2022
NORTHWESTERN MUTUAL INVESTMENT SERVICES, LLC
RIA
CRD#: 2881
TROY, MI
Past
April 18, 2002 - March 28, 2022
NORTHWESTERN MUTUAL INVESTMENT SERVICES, LLC
BD
CRD#: 2881
TROY, MI
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
Florida(1/31/2025)
IAR
Michigan(3/24/2022)
IAR
New Jersey(4/25/2022)
Exams
State Security Law Exam
State Security Law 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
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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
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