Osaic Wealth
40yrs
Top advisor by experience in Boonton
19yrs
Bethann Beiermeister
Financial advisor at First Trust Advisors
Bethann Beiermeister has worked in the financial industry for 19 years and is a fiduciary financial advisor based in Boonton, New Jersey. Bethann has been with First Trust Advisors since 2024. First Trust Advisors offers investment management, private fund management, and selecting outside investment managers and is paid through a percentage of assets and performance-based fees.
One of 11 advisors with offices in Boonton, and one of 11 fiduciaries.
At a glance
Experience19 years (since 2008)
How that compares ?More experience than 71% of advisors at First Trust Advisors
OfficeBoonton, NJ
How the firm is paid ?Percent of assets, Performance fee, Other
Typical client at the firm ?$1.41 million
Advisors at the firm607
States licensed ?1 state
Services through First Trust Advisors
Investment management for individuals and small businessesManaging mutual fundsManaging private fundsInvestment management for businesses and institutionsChoosing other investment managersNewsletters and publications
Specialties, designations like CFP®, and languages spoken appear here when advisors claim their profiles.
Licenses
Exams passed, from the official record. Tap a license to see what it allows.
Career
- Dec 2024 – nowFirst Trust Advisors LPCurrent firm
Questions to ask Bethann
Tailored to Bethann’s registration and firm.
- At a firm this size, will I work with you directly or with a service team?
- Your firm can charge performance-based fees. Would that apply to me?
- If you use outside managers, how are they chosen and what do they cost on top of your fee?
- Where would my money be held, and will I get statements directly from that firm?
- What would I pay in total each year, in dollars, including fund and trading costs?
My notes and scorecard
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About Bethann
How do I contact Bethann?
Call First Trust Advisors at (630) 765-8000 and ask for Bethann Beiermeister. Bethann works from the Boonton, NJ office.
How long has Bethann been a financial advisor?
Bethann has been in the industry since 2008, about 19 years. More experience than 71% of advisors at First Trust Advisors.
What licenses does Bethann hold?
Series 63, Series 65. Tap any license on this page to see what it allows.
Is Bethann a fiduciary?
Bethann is registered as an investment advisor representative, which carries a fiduciary duty when giving investment advice.
How is Bethann paid?
First Trust Advisors reports being paid by a percentage of the assets they manage, a share of investment gains, other fees. Ask Bethann for your total yearly cost in dollars.
Official record as of October 3, 2026.
This profile is for information only and is not financial advice or a recommendation.
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