Katherine Anne Frazier

CFP

Bgm Wealth Management

9 Years of Experience

View SEC Summary

Areas of Practice

Investment Management

Bgm Wealth Management

Compensation

Fee-Only (AUM)Fixed/Hourly

Firm Size

5 advisors

Number of Clients

200 clients

Average Client Portfolio

$2.2M average

Assets Under Management

$433.3M

Location

7900 International Drive, Suite 800, Bloomington, MN, 55425

Get directions

History

Regulatory History

Clean regulatory record

No disclosures, customer disputes, or regulatory actions on file.

Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.

Employment History

Current Registrations

Bgm Wealth Management

January 2018 - Present · 8 yrs 1 mo

Previous Registrations

Everest Financial Group

February 2016 - August 2017 · 1 yr 6 mos

Securities America, INC.Broker

September 2015 - August 2017 · 1 yr 11 mos

State Registrations4 states

CAMNTXWI

Advisor

Exams

No exam information available for this advisor.