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Advisor Services

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Funds Used With Clients

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Firm Client types

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No timeline events available.
Employer Years Dates
BFG Wealth Management LLC 1 year Jan 2019 - Present
BFG Wealth Management LLC 1 year, 3 months Oct 2018 - Present
Ameriprise Financial Services, Inc. 3 years, 1 month Dec 2015 - Jan 2019
Eagle Strategies LLC 11 months Jan 2015 - Dec 2015
Buchholz Financial Group LLC 2 years, 1 month Nov 2013 - Dec 2015
Nylife Securities LLC 5 years, 9 months Mar 2010 - Dec 2015
New York Life Insurance Company 6 years, 4 months Aug 2009 - Dec 2015

Designations & Memberships

  • Million Dollar Round Table
    Million Dollar Round Table
    The Premier Association of Financial Professionals, is an international, independent association of more than 38,000 of the world's leading life insurance and financial services professionals from more than 450 companies in 74 countries. MDRT members demonstrate exceptional professional knowledge, strict ethical conduct and outstanding client service. MDRT membership is recognized internationally as the standard of excellence in the life insurance and financial services business.
  • National Association of Insurance and Financial Advisors
    National Association of Insurance and Financial Advisors
    NAIFA comprises more than 600 state and local associations representing the interests of approximately 200,000 agents and their associates nationwide. NAIFA members focus their practices on one or more of the following: life insurance and annuities, health insurance and employee benefits, multiline, and financial advising and investments. The Association’s mission is to advocate for a positive legislative and regulatory environment, enhance business and professional skills, and promote the ethical conduct of its members.

Articles and Answers

Insights by Alexis Buchholz

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Ask a financial questionAsk a question
I would like to know how to take out a loan?
There are many types of loans out there - each are utilized for a specific purpose and are based on different aspects of your life (personal credit score, collateral (an asset like a home, car, or investment account)). The different types are: Open-Ended Loans - Credit cards & lines of credit...  (more)
Answered Jul 2018
I plan to keep working while drawing social security. How much tax if i withdraw my roth and 401k?
Roth IRAs are not taxed at all (as long as you are over 59 1/2 yrs old & have had the account open for more than 5 years. Withdrawals from your 401(k) will be taxed at the same rate as ordinary income tax (no penalties as long as you are over 59 1/2).Here is some basic info to help you get st...  (more)
Answered Jul 2018
    *Answers are submitted by advisors without compensation.

    Licenses & Conducts

    U.S. Securities and Exchange Commission
    • license status
    • disclosures
    • as of date
      Jul 3, 2019
    • license status
      Not registered
    • disclosures
    • as of date
      Aug 6, 2019
    Review the status and details of the disclosures noted above using the SEC's Investment Advisor Public Disclosure website:


    Bfg Wealth Management LLC

    Last updated on April 23, 2019
      • $13.8M
        Total Assets Under Management
      • N/A
        Total Assets Under Advisement
      • 195
      • $70.6K
        Estimated Average Account Balance


    Types of Compensation Arrangements

    • Percentage Of Assets
    • Fixed Fees