Tate R Chalmers
Investment Adviser Representative at Onepoint BFG Wealth Partners
Professional summary
Compiled by AdvisorFinder from public regulatory records. This advisor has not provided a personal biography.
Tate R. Chalmers is an investment adviser representative with Onepoint BFG Wealth Partners in Minneapolis, MN, where they have been registered since 2026. They have worked in the securities industry since 2022 and were previously registered with Northwestern Mutual Investment Services, LLC. They have passed 3 industry qualification exams, including the Series 7 (general securities representative) and Series 63 (state securities agent). They are registered to provide investment advice in Minnesota.
Office
Advisors at this office: 8
Branch office as filed with FINRA, counting current advisors in the directory who work there.
Registrations & licenses
- Investment adviser:
- Minnesota
Registration requirements vary by state and service. Contact the advisor's firm to confirm whether they can serve you.
Financial-firm registration history
Registration history as reported to FINRA, most recent first.
Reported employment history
Employment the advisor reported on their SEC/FINRA filings, as of October 8, 2026. It may not be a complete history.
- White Bear Yacht ClubAug 2015 – May 2021Dellwood, MN
- Eder and AssociatesMay 2019 – Aug 2019Lake Elmo, MN
- Voyage Wealth ArchitectsJun 2021 – Jul 2021Lake Elmo, MN
- Northwestern Mutual Investment Services LLCJul 2021 – Jan 2026Lake Elmo, MN
- White Bear Yacht ClubMay 2022 – Aug 2022Dellwood, MN
- Northwestern Mutual Wealth Management CompanyJul 2022 – Jan 2026Milwaukee, WI
- Bleakley Financial Group LLC dba Voyage Wealth ArchitectsJan 2026 – no end date reportedMinneapolis, MN
- Bleakley Financial Group LLC dba OnePoint BFG Wealth PartnersJan 2026 – no end date reportedMinneapolis, MN
Official records & sources
Data as of August 10, 2026 · Source: SEC IAPD & FINRA BrokerCheck
About Onepoint BFG Wealth Partners
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
- Estimated blended rate
- 0.02
- Up to $500,0002.00%
- $500,001 - $1,000,0001.85%
- $1,000,001 - $5,000,0001.70%
- Over $5,000,0000.00%
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
Client types the firm serves
Firm assets under management
$5B–$25B
- Firm disclosures (Form ADV)
- No disciplinary history reportedVerify on SEC IAPD
- Advisors listed on AdvisorFinder:
- 111
- Offices listed on AdvisorFinder:
- 13
- Main office:
- Parsippany, NJ
- SEC file number:
- 801-123232
Counts reflect AdvisorFinder directory coverage, not necessarily the firm's complete network.
Form ADV data as of September 14, 2026
View full firm profileOther advisors at Onepoint BFG Wealth Partners
Showing 12 of 111 in the directory
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This profile was compiled and published by AdvisorFinder as editorial content using publicly available information from the SEC's IAPD database and FINRA BrokerCheck. Tate R Chalmers 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.
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