SF
Shaun M. Feldeisen
ONEPOINT BFG WEALTH PARTNERS
Burlington, MA 01803
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CRD#: 4863785
SF
Professional summary
Shaun M Feldeisen, CFP®, CLU® is a registered financial advisor currently at ONEPOINT BFG WEALTH PARTNERS located in Burlington, Massachusetts.
Shaun is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2005. Shaun has worked at 4 firms and has passed the Series 65, Series 63, SIE, Series 7 and Series 6 exams.
Question & Answer
What are your service offerings?
Employee and Employer Plan Ben...
Estate Planning
Investment Planning
Budgeting
Socially Responsible Investing
Social Security Planning
Retirement Income Management
Retirement Planning
Insurance Planning
Comprehensive Financial Planni...
Tax Planning
Inheritance
Divorce Planning
What is your minimum asset requirement?
500K
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) 01/11/2019 - Bleakley Financial Group - DBA for LPL Business (entity for LPL business) - inv rel - at reported business location(s) - start: 02/2019 - 120 hr/mth 2) 01/11/2019 - Non-Variable Insurance - inv rel - at reported business location(s) - start: 02/2019 3) Revolution Management Group LLC - Business Entity For Tax/Investment Purposes Only - inv rel - at reported business location(s) - start: 02/2019 - 2 hr/mth. 4) 07/05/2022 - Bleakley Financial Group, LLC - Investment Related - At Reported Business Location(s) - Registered Investment Advisor Hybrid - IAR-Advisor - Start Date - 06/28/2022 - 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 6/2022. 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 Shaun M Feldeisen'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®
CFP®
Start date: 2012
Experience
Current
June 29, 2022 - Present
ONEPOINT BFG WEALTH PARTNERS
Office #1: 25 Mall Road Suite 330, Burlington, MA 01803RIA
CRD#: 318366
Burlington, MA
Past
February 15, 2019 - July 20, 2022
PRIVATE ADVISOR GROUP, LLC
RIA
CRD#: 155216
Boston, MA
Past
February 15, 2019 - April 16, 2025
LPL FINANCIAL LLC
BD
CRD#: 6413
BURLINGTON, MA
Past
October 7, 2010 - September 14, 2016
NORTHWESTERN MUTUAL INVESTMENT SERVICES, LLC
RIA
CRD#: 2881
BOSTON, MA
Past
January 1, 2005 - February 27, 2019
NORTHWESTERN MUTUAL INVESTMENT SERVICES, LLC
BD
CRD#: 2881
BOSTON, MA
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
Massachusetts(8/16/2022)
IAR
New Jersey(6/29/2022)
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
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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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Company Information
ONEPOINT BFG WEALTH PARTNERS
CRD#: 318366Burlington, MA 01803TRUST BUT VERIFY
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Contact information
(xxx) xxx-xxxx
xxxxx@xxxx.xxx
