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Katherine Anne Frazier

BGM WEALTH PARTNERS, LLC·BLOOMINGTON, Minnesota
SIE, Series 7, Series 66CFPClean record10 years registeredBGM WEALTH PARTNERS, LLC
7900 INTERNATIONAL DRIVE, BLOOMINGTON, MN 55425CRD# 6411558Firm CRD# 110483

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed
Identity
Katherine Anne Frazier · BLOOMINGTON, MN
Registration
CRD #6411558 · BGM WEALTH PARTNERS, LLC · 10 years registered
Brand Profile
Not yet started
01

Career History

BGM WEALTH MANAGEMENT
Jan 2018 – present
EVEREST FINANCIAL GROUP
Feb 2016 – Aug 2017
MINNEAPOLIS, MN
02

Registrations & Exams

FINRA examinations passed
SIE
Series 7
Series 66
Registration record
First registered · February 17, 2016
Years registered · 10
Professional designation · CFP
03

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD. Verify on FINRA BrokerCheck →

04

Firm Overview

Firm
BGM WEALTH PARTNERS, LLC
CRD 110483 · SEC 801-53285
AUM
$487M
Regulatory assets under management
Employees
8
775 client accounts
Services offered by BGM WEALTH PARTNERS, LLC
Per Form ADV
Financial planning
Portfolio management (individuals)
Security ratings or pricing services
Client types served by the firm
Per Form ADV
Individuals
High Net Worth Individuals
View all advisors at BGM WEALTH PARTNERS, LLC →
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05

Frequently Asked Questions

What services does Katherine Anne Frazier offer?
Katherine Anne Frazier specializes in Financial Planning, Investment Management. Contact their office in BLOOMINGTON, Minnesota for a consultation.
What are Katherine Anne Frazier's credentials?
Katherine Anne Frazier holds the following professional designations: CFP. These credentials require rigorous education, examination, and ongoing continuing education.
Where is Katherine Anne Frazier located?
Katherine Anne Frazier is based in BLOOMINGTON, Minnesota, working with BGM WEALTH PARTNERS, LLC. Their office serves clients in the BLOOMINGTON metropolitan area and surrounding communities.
How does Katherine Anne Frazier charge for services?
Katherine Anne Frazier's firm is compensated through percentage of aum, hourly charges, subscription fees. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.
How large is BGM WEALTH PARTNERS, LLC?
BGM WEALTH PARTNERS, LLC has approximately 8 employees and manages $487M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
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Other Advisors at BGM WEALTH PARTNERS, LLC

Jon Thomas Meyer
BLOOMINGTON, MN
Daniel Alphonse Boeckermann
BLOOMINGTON, MN

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