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JM

Jacob Michael Thibault

Investment Adviser Representative at BGM Wealth Management

Bloomington, MNCRD #7579753Investment Adviser Representative
No disclosures on record
Sourced from SEC IAPD & FINRA BrokerCheck
Years of Experience
1 yrs
Exams Passed
4

Professional summary

Compiled by AdvisorFinder from public regulatory records. This advisor has not provided a personal biography.

Jacob Michael Thibault is an investment adviser representative with BGM Wealth Management in Bloomington, MN, where they have been registered since 2025. They have worked in the securities industry since 2025 and were previously registered with LAKE Street Capital Markets, LLC. They have passed 4 industry qualification exams, including the Series 7 (general securities representative) and Series 63 (state securities agent). They are registered to provide investment advice in California, Minnesota, Texas, and Wisconsin.

Office

7900 International Drive, Suite 800
Bloomington, MN 55425

Advisors at this office: 7

Branch office as filed with FINRA, counting current advisors in the directory who work there.

Registrations & licenses

Registration type
Investment Adviser Representative
As of August 17, 2026, from the advisor's current registrations on SEC IAPD
State registrations
Investment adviser:
California, Minnesota, Texas, Wisconsin

Registration requirements vary by state and service. Contact the advisor's firm to confirm whether they can serve you.

Examinations passed
Series 63
Uniform Securities Agent State Law Examination
Passed 10/8/2022
Series 87
Research Analyst Exam - Part II Regulations Module
Passed 12/3/2022
Series 7
General Securities Representative Examination
Passed 7/25/2022
SIE
Securities Industry Essentials Examination
Passed 6/4/2022

Financial-firm registration history

Registration history as reported to FINRA, most recent first.

BGM Wealth ManagementCurrent
8/6/2025 – Bloomington, MN
LAKE Street Capital Markets, LLC
7/25/2022 – 2/6/2023Minneapolis, MN

Reported employment history

Employment the advisor reported on their SEC/FINRA filings, as of October 8, 2026. It may not be a complete history.

  1. Student
    Dec 2021 – May 2022Prior Lake, MN
  2. Amazon
    Oct 2021 – Dec 2021Brooklyn Park, MN
  3. Student
    Oct 2020 – Sep 2021Prior Lake, MN
  4. Geraty Investments
    May 2019 – Sep 2020Eden Prairie, MN
  5. Unemployed
    Mar 2019 – Apr 2019Prior Lake, MN
  6. Wilds Golf Club
    Jun 2018 – Mar 2019Prior Lake, MN
  7. Student
    Jan 2012 – May 2018Prior Lake, MN
  8. Lake Street Capital Markets
    Jun 2022 – no end date reportedMinneapolis, MN

Official records & sources

Data as of August 11, 2026 · Source: SEC IAPD & FINRA BrokerCheck

About BGM Wealth Management

These details describe the firm overall. Individual advisors' services, clients, and fees may differ.

Fee arrangements the firm reports

  • Percentage of assets under management
  • Hourly
  • Fixed fee

Arrangements the firm reports on its Form ADV; this advisor may not charge every fee listed. Estimated from the firm's Form ADV — individual terms may differ. Not a quote.

Services the firm offers

Financial PlanningPortfolio Management for Individuals and Small BusinessesSelection of Other Advisers

Client types the firm serves

IndividualsHigh Net Worth

Firm assets under management

$500M–$1B

Firm disclosures (Form ADV)
No disciplinary history reportedVerify on SEC IAPD
Advisors listed on AdvisorFinder:
7
Offices listed on AdvisorFinder:
1
Main office:
Bloomington, MN
SEC file number:
801-53285

Counts reflect AdvisorFinder directory coverage, not necessarily the firm's complete network.

Form ADV data as of January 19, 2026

View full firm profile

Other advisors at BGM Wealth Management

6 other advisors in the directory

View BGM Wealth Management firm profile

Similar advisors in Bloomington, MN

Other advisors whose filed branch office is in the same city.

About this profile

This profile was compiled and published by AdvisorFinder as editorial content using publicly available information from the SEC's IAPD database and FINRA BrokerCheck. Jacob Michael Thibault has not reviewed, approved, or endorsed this profile and is not responsible for its accuracy. Regulatory records change over time — always verify the current record directly on BrokerCheck or SEC.gov before making any decision. AdvisorFinder may be compensated for referrals generated through this page.

BrokerCheck data is used subject to the FINRA BrokerCheck Terms of Use. Found something inaccurate? Report inaccurate data and we will correct any error we introduced. Errors in the underlying BrokerCheck record itself are referred to FINRA, which maintains that record.

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