Jon Meyer, President of BGM Wealth Management, LLC, hands day-to-day operations, coordination of all client issues and long-term strategy. As Investment Manager, Jon is responsible for individual client portfolios and is a member of investment committee. He is also the co-founder of BGM Financial Resources, a sister company that provides insurance solutions; and Cornerstone Private Asset Trust Company, LLC, which provides trust services.

1. Jon T. Meyer, CFP®
Investment Manager, President
jmeyer@bgmwealth.com | 952.844.2513
Professional Background
Jon Meyer joined BGM Wealth Management, LLC, as a partner in June
1999. Today, he is President of the wealth management firm, handling day-
to-day operations, coordination of all client issues and long-term strategy. As
Investment Manager, Jon is responsible for individual client portfolios and
is a member of investment committee. He is also the co-founder of BGM
Financial Resources, a sister company that provides insurance solutions; and
Cornerstone Private Asset Trust Company, LLC, which provides trust services.
Jon has been quoted on practice management and financial planning issues in
the Journal of Financial Planning, Financial Advisor, The Wall Street Journal, The Minneapolis Star Tribune and
USA Today. He was born in Melrose, Minnesota, and attended Crosier Seminary Preparatory High School. He
is married with four children. In his free time, he enjoys golf, cooking, reading, travel and running, and has
participated in three marathons.
Education and Certifications
• CERTIFIED FINANCIAL PLANNER™ professional
• B.A. Political Science, University of Minnesota, Morris
Affiliations
• Member & Former Board Member, Financial • Member, Finance Committee, St. Michael’s
Planning Association, Minnesota Chapter Catholic Church, Prior Lake
• Member, Investment Advisory Committee, • Member & Past President of Sales and Marketing
Archdiocese of St. Paul & Minneapolis Executives, Toastmasters Club 2019
• Member, Pension Board of Trustees,
Archdiocese of St. Paul & Minneapolis
BGM Wealth Management
4470 W. 78th St. Circle, Suite 200, Bloomington, MN 55435
www.BGMWealth.com | 952.844.2500