Katherine Anne Frazier
Investment adviser representative at Bgm Wealth Management
12 yearsExperience
4 statesRegistered in
CFP® certificationDesignation
$517.5MFirm assets
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How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assetsHourlyFixed or flat fee
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
Experience
12 years in the industry.
- Bgm Wealth ManagementJan 2018 to now
- Bgm Wealth PartnersAug 2017 to now
- Securities America IncSep 2015 to Aug 2017
- Everest Financial GroupNov 2014 to Aug 2017
Designations
- CFP® certification
Exams passed
- Series 66 · Uniform Combined State Law2016
State registrations
Registered as an investment adviser representative in 4 states (CA, MN, TX, WI).
Bgm Wealth Management
Legal name: Bgm Wealth Partners, LLC
$517.5MAssets managed
213Clients
7Advisers
29 yearsIn business
Official records
SEC data as of Sep 29, 2026. Registrations and firm details can change; confirm current status on the SEC's Investment Adviser Public Disclosure (opens in a new tab) site.
- Individual CRD
- 6411558
- Firm CRD
- 110483