Tate R. Chalmers

ONEPOINT BFG WEALTH PARTNERS

Minneapolis, MN 55402

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CRD#: 7113974

Professional summary

Tate R Chalmers, who also goes by Tate Chalmers, is a registered financial advisor currently at ONEPOINT BFG WEALTH PARTNERS located in Minneapolis, Minnesota.

Tate is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2022. Tate has worked at 2 firms and has passed the Series 63, Series 7TO and SIE exams.

Question & Answer

Are you a "fiduciary"?

Yes

Aliases

Tate Chalmers

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.

The advisor shows no other business activity.

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Tate R Chalmers's CRS (Customer Relationship Summary).

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®

None

Experience

Current

January 29, 2026 - Present

ONEPOINT BFG WEALTH PARTNERS

Office #1: 90 S 7th St 52nd Floor, Minneapolis, MN 55402

RIA

CRD#: 318366

Minneapolis, MN

Past

April 13, 2022 - February 10, 2026

NORTHWESTERN MUTUAL INVESTMENT SERVICES, LLC

CRD#: 2881

MINNEAPOLIS, MN

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".

ONEPOINT BFG WEALTH PARTNERS

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

Minnesota
(1/29/2026)

Don't see your state listed? The advisor may still be able to work with you under the federal De Minimis Rule, which allows up to five investment advisory clients in a state without registration. Some states, like TX, LA, NE, and NH, may still require registration or notice filing. Contact the advisor or their firm to confirm their investment advisory availability in your state.

Exams

State Security Law Exam

Series 63

Date: 6/17/2022

Uniform Securities Agent State Law Examination

General Industry/Product Exam

Series 7TO

Date: 4/13/2022

General Securities Representative Examination

General Industry/Product Exam

SIE

Date: 10/9/2021

Securities Industry Essentials Examination

Current Firm

ONEPOINT BFG WEALTH PARTNERS

CRD#: 318366 / SEC#: 801-123232

RIA

Registered Investment Advisory firm - (2/14/2022 Approved)

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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)

Documents

Customer Relationship Summary (CRS / SEC)

Latest Form ADV

Part 2 Brochures

BLEAKLEY FINANCIAL GROUP AMENDED PART 2A (7/22/2025)

BLEAKLEY FINANCIAL GROUP AMENDED WRAP BROCHURE (7/22/2025)

Regulatory assets under management

Total Number of Accounts	30,268
AUM (Assets Under Management)	$ 12,128,656,187

Red Flags

Disclosures can be potential red flags, including customer disputes, regulatory fines, employer terminations, bankruptcies, judgments, liens, or certain criminal activities.

Check for any disclosures as part of your thorough research when choosing an advisor.

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Tate R. Chalmers

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Tate R Chalmers's CRS (Customer Relationship Summary).

Certified licenses

Experience

ONEPOINT BFG WEALTH PARTNERS

NORTHWESTERN MUTUAL INVESTMENT SERVICES, LLC

Primary Firm SEC Registration

ONEPOINT BFG WEALTH PARTNERS

State Registrations and Notice Filings

Exams

Series 63

Date: 6/17/2022

Series 7TO

Date: 4/13/2022

SIE

Date: 10/9/2021

Current Firm

ONEPOINT BFG WEALTH PARTNERS

Contact information

SEC notice filing (53 States and Territories)

Documents

Part 2 Brochures

Regulatory assets under management

Red Flags

Company Information

ONEPOINT BFG WEALTH PARTNERS

TRUST BUT VERIFY

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