William Friederichs has been an investment adviser representative at BGM Wealth Partners since February 2019, and is not listed among the firm’s executive officers or direct owners.
BGM Wealth Partners, LLC is a Bloomington, MN firm with $517M under management, 213 clients and 5 advisers in one office, as of its January 2026 filing.
Bill Friederichs is Financial Advisor, Wealth Management at BGM Wealth. He began investing as a teenager and, after studying accounting and finance at Moorhead State University, launched his career in financial services, providing comprehensive planning for clients ranging from entrepreneurs to medical professionals. He builds plans covering retirement income, college funding, portfolio allocation and risk management analysis.
William Friederichs’ longest registration is the current one, 7 years at BGM Wealth Partners since 2019. Before joining BGM Wealth Partners in 2019, William Friederichs was registered through Foresters Advisory Services, LLC and National Planning Corporation ("NPC of America" in FL & NY).
- BGM Wealth ManagementCurrent– present · 7 yearsBloomington, MN · Adviser representative · Firm CRD 110483
- Foresters Advisory Services, LLC– · 1 yearEdison, NJ · Adviser representative · Firm CRD 164663
- National Planning Corporation ("NPC of America" in FL & NY)– · 3 yearsOakdale, MN · Adviser representative · Firm CRD 29604
- Ing Financial Partners, Inc– · 1 yearBloomington, MN · Adviser representative · Firm CRD 2882
Investment adviser representative registrations
William Friederichs is registered as an investment adviser representative in 4 states. The first approvals date from February 2019; the most recent are California and Wisconsin, in July 2024.
- CaliforniaSince 2 July 2024
- MinnesotaSince 19 February 2019
- TexasSince 19 February 2019
- WisconsinSince 2 July 2024
Examinations
| Exam | Name | Passed |
|---|---|---|
| SIE | Securities Industry Essentials Examination | Credited |
| Series 65 | Uniform Investment Adviser Law Examination | 29 July 2009 |
| Series 24 | General Securities Principal Examination | 6 November 1997 |
| Series 63 | Uniform Securities Agent State Law Examination | 5 September 1989 |
| Series 7 | General Securities Representative Examination | 19 August 1989 |
- Name
- Securities Industry Essentials Examination
- Name
- Uniform Investment Adviser Law Examination
- Name
- General Securities Principal Examination
- Name
- Uniform Securities Agent State Law Examination
- Name
- General Securities Representative Examination
- Full name
- William Matthew Friederichs
- CRD
- 1977953
- Firm
- BGM Wealth Partners · CRD 110483
- Office
- 7900 INTERNATIONAL DRIVE, SUITE 800, Bloomington, MN 55425
- Registration
- Investment adviser registration
- In the industry since
- August 1993
- Disciplinary history
- Not yet shown here · SEC record
- Firm bio
- bgm360.com
Where does William Friederichs work?
William Friederichs is an investment adviser representative registered through BGM Wealth Partners, LLC since February 2019, and is not listed among the firm’s executive officers or direct owners.
Is William Friederichs a financial advisor?
Yes. William Friederichs has a current investment-adviser registration in California, Minnesota, Texas and Wisconsin, through BGM Wealth Partners since February 2019.
How many years of experience does William Friederichs have?
William Friederichs has 33 years in the financial industry, since August 1993, across 4 adviser firms.
What exams has William Friederichs passed?
William Friederichs has passed 4 licensing exams: the Series 7, Series 63, Series 24 and Series 65. The earliest, the Series 7, was passed in August 1989. FINRA credited William Friederichs with the SIE, which began in October 2018.
Where did William Friederichs work before BGM Wealth Partners?
Before BGM Wealth Partners, William Friederichs was registered through Foresters Advisory Services, LLC, March 2016 to December 2017; National Planning Corporation ("NPC of America" in FL & NY), May 2012 to February 2016; Ing Financial Partners, Inc, June 2010 to May 2012.
Where is William Friederichs based?
William Friederichs’ registered office is in Bloomington, MN.
Is William Friederichs registered with FINRA?
No. William Friederichs has no current broker registration.
How can I verify William Friederichs’ record?
Search CRD 1977953 on the SEC’s adviser search (adviserinfo.sec.gov), which publishes William Friederichs’ full registration record.
