Katherine FrazierCRD Number: 6411558
Current Firm: Bgm Wealth Partners
Katherine Frazier (CRD# 6411558) is an Investment Advisor Representative working at Bgm Wealth Partners in Bloomington, MN and has over 7 years of experience in the finance industry. Katherine Frazier has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.
Osaic Wealth, Inc.
Thrivent Advisor Network, LLC
Wealth Enhancement Advisory Services, LLC
|Bgm Wealth Partners||Bloomington, MN||Sep 2022 - Current||1|
|Bgm Wealth Partners||Bloomington, MN||Aug 2017 - Current||6|
|Securities America Inc.||Minneapolis, MN||Sep 2015 - Aug 2017||1|
|Everest Financial Group||Minneapolis, MN||Nov 2014 - Aug 2017||2|
|Mom Brands||Lakeview, MN||Jan 2011 - Oct 2014||3|
|Exam Code||Name||Passed Date|
|S66||NASAA Uniform Combined State Law Examination||Feb 2016|
Total Assets Under Management453MILLIONS
Total Number of Accounts737ACCOUNTS
Average Account Value$615,319
- 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
CA, FL, MN, TX, WI
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