AB
Alexis M. Buchholz
BFG WEALTH MANAGEMENT LLC
Dallas, TX 75219
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CRD#: 5706554
AB
Professional summary
Alexis Mikhail-hirahara Buchholz, who also goes by Alexis Mikhail Buchholz, Alexis Mikhail Hirahara Buchholz, is a registered financial advisor currently at BFG WEALTH MANAGEMENT LLC located in Dallas, Texas.
Alexis is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2010. Alexis has worked at 4 firms and has passed the Series 66, Series 63, SIE, Series 7 and Series 6 exams.
Question & Answer
Are you a "fiduciary"?
Yes
Aliases
Alexis Mikhail Buchholz | Alexis Mikhail Hirahara Buchholz
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.
Alexis Mikhail-Hirahara Buchholz is a licensed insurance agent with Buchholz Financial Group LLC, consisting of independent insurance brokering; John Hancock Life Insurance Company (Oct 2015) / Guardian Insurance and Annuity Company, Inc. (Jan 2014) / Reserve National Insurance Company (Oct 2015), and from time to time, will offer clients advice or products from those activities. Clients should be aware that these services pay a commission or other compensation and involve a conflict of interest, as commissionable products conflict with the fiduciary duties of a registered investment adviser. BFGWM always acts in the best interest of the client; including the sale of commissionable products to advisory clients. Clients are in no way required to utilize the services of any representative of BFGWM in connection with such individual's activities outside of BFGWM. Alexis Mikhail-Hirahara Buchholz is currently engaged in the following non investment-related businesses: Buchholz Financial Group LLC PO Box 1882 Prosper, TX 75078 Type of business: Insurance brokering; Position: Managing Partner/Agent; Start Date: 2011; Hours/month: less than 10; Hours during securities trading hours: none BFG Capital Partners LLC PO Box 1882 Prosper, TX 75078 Type of business: Business consulting; Position: Managing Partner; Start Date: 2019; Hours/month: less than 10; Hours during securities trading hours: none 91-1022 Kai Moana LLC PO Box 1882 Prosper, TX 75078 Type of business: Real estate rental; Position: Co-owner; Start Date: 2021; Hours/month: less than 10; Hours during securities trading hours: none
CRS (Client Relationship Summary) - RIA
Click below to view Alexis Mikhail-hirahara Buchholz'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
January 3, 2019 - Present
BFG WEALTH MANAGEMENT LLC
Office #1: 3838 Oak Lawn Ave Ste 1000, Dallas, TX 75219Office #2: 3838 Oak Lawn Ave Ste 1000, Dallas, TX 75219RIA
CRD#: 299406
Dallas, TX
Past
December 4, 2015 - January 8, 2019
AMERIPRISE FINANCIAL SERVICES, LLC
RIA
CRD#: 6363
Honolulu, HI
Past
December 4, 2015 - January 8, 2019
AMERIPRISE FINANCIAL SERVICES, LLC
BD
CRD#: 6363
Honolulu, HI
Past
January 5, 2015 - December 8, 2015
EAGLE STRATEGIES LLC
RIA
CRD#: 110826
HONOLULU, HI
Past
March 19, 2010 - December 9, 2015
NYLIFE SECURITIES LLC
BD
CRD#: 5167
HONOLULU, HI
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
Hawaii(1/3/2019)
IAR
Texas(2/28/2022)
Exams
State Security Law Exam
State Security Law Exam
General Industry/Product Exam
General Industry/Product Exam
General Industry/Product Exam
Current Firm
BW
BFG WEALTH MANAGEMENT LLC
BFG WEALTH MANAGEMENT LLC
CRD#: 299406 / SEC#:
Hawaii
Registered Investment Advisory firm - (12/12/2018 Approved)Texas
Registered Investment Advisory firm - (2/28/2022 Approved)Upgrade to AdvisorCheck Premium
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Contact information
Main Address
3838 Oak Lawn Ave Ste 1000, Dallas, TX 75219
Mailing Address
Phone number
(469) 995-8970
Established
Firm type
Fiscal year end
# of Employees
2
Regulatory assets under management
| Total Number of Accounts | 276 |
| AUM (Assets Under Management) | $ 32,847,326 |
Red Flags
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Company Information
BFG WEALTH MANAGEMENT LLC
CRD#: 299406Dallas, TX 75219TRUST BUT VERIFY
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