AdvisorOS Directory
Claim Profile
KF

Katherine Anne Frazier

BGM WEALTH PARTNERS, LLC·BLOOMINGTON, Minnesota
Unclaimed Profile
7900 INTERNATIONAL DRIVE, BLOOMINGTON, MN 55425CRD# 6411558Firm CRD# 110483
01

About

Katherine Anne Frazier is a registered financial advisor based in BLOOMINGTON, Minnesota, affiliated with BGM WEALTH PARTNERS, LLC. This profile is generated from public SEC and FINRA registration data.

02

Focus Areas

Specialties
Financial Planning
Investment Management
Client Types
Individuals
High Net Worth Individuals
03

Firm Overview

Firm
BGM WEALTH PARTNERS, LLC
BGM WEALTH PARTNERS
AUM
$487M
Regulatory assets under management
Employees
8
Total firm employees
View all advisors at BGM WEALTH PARTNERS, LLC →
Services
Financial planning
Portfolio management (individuals)
Security ratings or pricing services
04

Background

Compensation
Percentage of AUM
Hourly charges
Subscription fees
Regulatory
SEC/IARD CRD# 6411558
Firm CRD# 110483
No disclosures on file
View on FINRA BrokerCheck →

Looking for a financial advisor in BLOOMINGTON?

Browse all registered financial advisors in BLOOMINGTON, Minnesota or claim this profile if it's yours.

Browse BLOOMINGTON AdvisorsAre you this advisor? Claim profile

Looking to grow your practice?

Coastal Wealth affiliated advisors get enhanced profiles, priority placement, and access to a national client network.

Learn More About Coastal Wealth
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 is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
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.
Not sure what to look for in an advisor?
Try our free Advisor Match Quiz →
Other advisors in BLOOMINGTON
Boniface Desmond Coelho — REDHAWK WEALTH ADVISORS, INC.Navi James Dowty — REDHAWK WEALTH ADVISORS, INC.Gregory James Stecher — BERGANKDV WEALTH MANAGEMENT, LLCDavid H Hinnenkamp — BERGANKDV WEALTH MANAGEMENT, LLCDaniel Edward Hunt — REDHAWK WEALTH ADVISORS, INC.
Nearby cities in Minnesota
MINNEAPOLIS (894)MINNETONKA (136)EDINA (122)ST PAUL (111)PLYMOUTH (97)
City Guides
MINNEAPOLIS GuideMINNETONKA GuideEDINA GuideST PAUL GuidePLYMOUTH Guide
Research
Advisor Fees in MinnesotaNational Fee Analysis
Browse by specialty
Investment ManagementRetirement PlanningWealth ManagementFinancial PlanningFee-Only AdvisoryFinancial Education
Request removal of this profile