Dexter
Wise
Bfg Wealth
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About this Advisor
Dexter Wise is a financial advisor working in Edmond, Oklahoma with a total of 1 year of industry experience. Wise works at Bfg Wealth. Throughout their career, Wise has worked at Edward Jones, Full Sail Capital, LLC, 404-Cut-Tree, Tingue Brown, Institutional Shareholder Services, Burnett Financial Group and Us Army. Wise holds Series 66 and Series 65 licenses, qualifying them as both a securities agent and an investment advisor representative, and is able to operate in Oklahoma. Bfg Wealth is an advisory company that has its headquarters in Edmond, OK. It manages $149 million in assets among its 219 accounts, placing it among the mid-sized investment advisory firms in the nation by assets under management. Of its 219 client accounts, 63% are associated with high-net-worth investors who have greater than $1 million in assets available to invest. The business has a few services, including portfolio management for individuals and small businesses, pension consulting services and selection of other advisers. Fees charged by financial advisors typically vary depending on which services the firm provides the client. Fees billed by Bfg Wealth typically consist of asset-based fees.
Certifications and Registrations
Years Registered*
Services Offered
Fee Structure
Office Location
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Bfg Wealth Brokerage Details
$148,568,633
3
219
$678,396
Investment Advisory Services
- Portfolio management for individuals and/or small businesses
- Pension consulting services
- Selection of other advisers
Dexter Wise Work History
Dexter has been registered as a financial advisor for 1 years.*
Burnett Financial Group
Full Sail Capital, LLC
Tingue Brown
Institutional Shareholder Services
404-Cut-Tree
Edward Jones
Us Army
*The number of years registered in this profile is calculated by taking the year of an advisor's first active registration and subtracting it from the current year.
Disclosures
Please visit the SEC profile of Dexter Wise to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.
Financial Advisors at Bfg Wealth
Edmond, OK
Edmond, OK
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