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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, including as manager of Pooled Employer Plans and other pooled plans, 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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2024.01.27
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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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