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Issued to:
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BCM Wealth Management
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which has demonstrated its conformity to all Practices for:
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Investment Advisor Certification
Click to view practices
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for the following Program:
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An ERISA 3(38) fiduciary, helping our 401k, 403b and defined benefit clients build plans with high quality, low cost investments, for the benefit of the plan sponsor and their participants.
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Date of Current Registration:
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2023.01.27
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Date of Initial Registration:
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2020.01.27
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CEFEX file:
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CFX10449
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On behalf of the CEFEX Registration Committee
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David Vriesenga
Chief Rating Officer
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