Spencer Davies, CFP®

Financial Advisor, Wealth Management

E sdavies@BGM360.com

P 952.844.2500

D 952.844.2561

F 952.844.2525

Spencer Davies, CFP®

Financial Advisor, Wealth Management

As a Financial Advisor, Spencer manages a broad range of responsibilities to help support clients and streamline client service. He appreciates that his role allows him to build relationships with clients from all walks of life and learn their stories.

Spencer got the inspiration for a financial services career from his grandfather, who instilled in him the value of saving money, living within one’s means, and the time value of money/compounding interest. Spencer appreciates working at a fiduciary wealth management firm that exemplifies similar values every day.

A resident of Minnetonka, Spencer grew up in an extremely small town of 700 people. He played nine-man football and graduated with just 18 other seniors.

Areas of Expertise

Wealth Management

Education, Credentials, & Honors

Bachelor of Science in Finance, emphasis in Financial Planning and Insurance, Minnesota State University, Mankato

“BGM” is the brand name under which BGM CPA, LLC and BGM Group, LLC provide professional services. BGM CPA, LLC and BGM Group, LLC practice as an alternative practice structure in accordance with the AICPA Code of Professional Conduct and applicable law, regulations, and professional standards. BGM CPA, LLC is a licensed independent CPA firm that provides attest services to its clients, and BGM Group, LLC and its subsidiary entities provide advisory, and business consulting services to their clients. BGM Group, LLC and its subsidiary entities are not licensed CPA firms. The entities falling under the BGM brand are independently owned and are not liable for the services provided by any other entity providing services under the BGM brand. Our use of the terms “our firm” and “we” and “us” and terms of similar import, denote the alternative practice structure conducted by BGM CPA, LLC and BGM Group, LLC.

BGM WEALTH: Certified Financial Planner Board of Standards Inc. owns the certification marks CFP®, CERTIFIED FINANCIAL PLANNER™, CFP® (with plaque design) and CFP® (with flame design) in the U.S., which it awards to individuals who successfully complete CFP Board’s initial and ongoing certification requirements.

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