Stephanie E. Van Dyke
Professional summary
Stephanie Elaine Van Dyke, who also goes by Stephanie Elaine Batchelor, is a registered financial advisor currently at ONEPOINT BFG WEALTH PARTNERS located in Milton, Georgia.
Stephanie is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2008. Stephanie has worked at 2 firms and has passed the Series 66, SIE, Series 7, Series 10 and Series 9 exams.
Question & Answer
Aliases
Other business activities
CRS (Client Relationship Summary) - RIA
Click below to view Stephanie Elaine Van Dyke's CRS (Customer Relationship Summary).
Certified licenses
Experience
March 30, 2026 - Present
ONEPOINT BFG WEALTH PARTNERS
July 27, 2021 - March 26, 2025
NORTHWESTERN MUTUAL INVESTMENT SERVICES, LLC
May 1, 2008 - July 26, 2021
NORTHWESTERN MUTUAL INVESTMENT SERVICES, LLC
April 2, 2008 - March 26, 2025
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
(3/30/2026)
(3/31/2026)
Exams
Current 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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