Best Investors Account Sign in
Inactive

Katherine Anne Frazier

Bgm Wealth Management

Bloomington, MN

Claim This Profile
Current Employers
Bgm Wealth Management

7900 International Drive Suite 800, Bloomington, MN 55425 • United States

Current Registrations

AuthorityCategoryStatusDate
CA RA APPROVED 2024-06-24
WI RA APPROVED 2024-06-24
TX RA APPROVED 2023-09-28
MN RA APPROVED 2018-01-12
  • CA RA
    APPROVED
    Since 2024-06-24
  • WI RA
    APPROVED
    Since 2024-06-24
  • TX RA
    APPROVED
    Since 2023-09-28
  • MN RA
    APPROVED
    Since 2018-01-12

Branch Locations

7900 International Drive Suite 800, Bloomington, MN 55425 • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Everest Financial Group Minneapolis MN 11/2014 08/2017
Securities America Inc Minneapolis MN 09/2015 08/2017
Bgm Wealth Partners Bloomington MN 08/2017 Present
Bgm Wealth Partners Bloomington MN 09/2022 Present
  • 11/2014 → 08/2017
    Everest Financial Group
    Minneapolis, MN
  • 09/2015 → 08/2017
    Securities America Inc
    Minneapolis, MN
  • 08/2017 → Present
    Bgm Wealth Partners
    Bloomington, MN
  • 09/2022 → Present
    Bgm Wealth Partners
    Bloomington, MN
Previous Registrations
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2016-02-02
  • S66 Uniform Combined State Law Examination
    2016-02-02
Designations
Other Names
  • Katie A Guenther
  • Katherine Anne Guenther

View on SEC IAPD

Other Firms

PETROS FAMILY WEALTH, LLC
JNBA FINANCIAL ADVISORS, LLC
DEVENIR INVESTMENT ADVISORS, LLC
REDHAWK WEALTH ADVISORS, INC.
WELLS FARGO CLEARING SERVICES, LLC
UBS FINANCIAL SERVICES INC.
ELEVATION POINT WEALTH PARTNERS, LLC
OSAIC WEALTH, INC.

Other Investors

CARL ROBERT LYMANGOOD
CAMIE MOEN QUIGLEY
DEANNA KAY RENS
BIXBY TYLER GILBERTSON
CADE JOHNSON
THOMAS HARWELL JENKINS
BREANNA RUTH JENSEN
BRIDGET ELLEN WILTSE

Other Offices

PETROS FAMILY WEALTH, LLC · BLOOMINGTON, MN
JNBA FINANCIAL ADVISORS, LLC · BLOOMINGTON, MN
DEVENIR INVESTMENT ADVISORS, LLC · BLOOMINGTON, MN
REDHAWK WEALTH ADVISORS, INC. · MINNEAPOLIS, MN
WELLS FARGO CLEARING SERVICES, LLC · BLOOMINGTON, MN
UBS FINANCIAL SERVICES INC. · BLOOMINGTON, MN
ELEVATION POINT WEALTH PARTNERS, LLC · Minneapolis, MN
OSAIC WEALTH, INC. · BLOOMINGTON, MN

More in Bloomington, MN

Reviews

Want to share your experience?

Sign in to leave a review
Loading reviews...

Reach out to this advisor