Katherine Frazier (CRD# 6411558) is an Investment Advisor Representative working at Bgm Wealth Management in Bloomington, MN and has over 8 years of experience in the finance industry. Katherine Frazier has taken additional exams to become a Certified Financial Planner (CFP®).
CRD# 1682050
Osaic Wealth, Inc.
CRD# 4618120
Thrivent Advisor Network, LLC
CRD# 2309650
Wealth Enhancement Advisory Services, LLC
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Bgm Wealth Partners | Bloomington, MN | Sep 2022 - Current | 2 |
| Bgm Wealth Partners | Bloomington, MN | Aug 2017 - Current | 7 |
| Securities America Inc. | Minneapolis, MN | Sep 2015 - Aug 2017 | 1 |
| Everest Financial Group | Minneapolis, MN | Nov 2014 - Aug 2017 | 2 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S66 | NASAA Uniform Combined State Law Examination | Feb 2016 |
- CA
- MN
- TX
- WI
-
Total Assets Under Management487MILLIONS
-
Total Number of Accounts775ACCOUNTS
-
Average Account Value$628,877
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Selection of other advisers (including private fund managers)
CA, FL, MN, TX, WI
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