Katherine Frazier is a CFP-designated registered investment advisor at Bgm Wealth Management, based in Bloomington, MN, with 10 years of industry experience. Katherine operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Investment Management. Their firm serves 213 clients with $520M in assets under management.
Compensation
Firm Size
IM Fee
Assets Under Management
Fee Structure
Detailed fee information is not available for this advisor. View their full brochure on SEC.gov for fee details.
Location
7900 International Drive, Suite 800, Bloomington, MN, 55425
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Learn about disclosures →Employment History
Current Registrations
Bgm Wealth Management
Previous Registrations
Everest Financial Group
Securities America, INC.Broker
State Registrations4 states
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