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Katherine Anne Frazier

BGM Wealth Management

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About Katherine Anne Frazier

Katherine Frazier is a financial advisor with over eight years of experience. Katherine is a Certified Financial Planner™ professional and holds the Series 66, Series 7, and SIE licenses. Katherine is currently registered with BGM Wealth Management, a financial advisor firm based in Bloomington, MN. Katherine has previously been registered with Securities America, Inc. in Minneapolis, MN. Katherine focuses on providing financial planning and portfolio management services for individuals and high-net-worth clients. Katherine's areas of expertise include retirement planning, investment management, and insurance planning.

Firm Information

Katherine Frazier is currently registered with BGM Wealth Management. BGM Wealth Management is an independent wealth management firm based in Bloomington, MN. They provide financial planning and portfolio management services to individuals and high-net-worth individuals. The firm has approximately $433 million in assets under management.
BGM Wealth Management

7900 INTERNATIONAL DRIVE

BLOOMINGTON, MN 55425

$433.35M

Assets Under Management

Not reported

Total Clients

5

Total Financial Advisors

Services Offered

Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.

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financial planning services

Comprehensive financial plans to help you achieve your personal and business goals.

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selection of other advisors

Helps you choose top advisors aligned with your financial goals.

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portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

Fee Structure

Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.

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fixed fees

Set rates for specific services, regardless of time or assets managed.

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percentage of assets

A percentage of the total value of assets under management is charged.

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Katherine Frazier’s Registration & Firm History

MN

06/24/2024 - Present

BGM Wealth Management (BLOOMINGTON MN)

MN

09/15/2015 - 08/14/2017

SECURITIES AMERICA, INC. (MINNEAPOLIS MN)

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Licenses & Designations

BOTH

Issued 02/02/2016

Series 66 - Uniform Combined State Law Examination

BC

Issued 08/14/2017

SIE - Securities Industry Essentials Examination

BC

Issued 09/15/2015

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are no public disclosures for Katherine Anne Frazier.
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