Katherine Marie Beargie

Employer firm

Alphastar Capital Management CRD 157423

$2.50B regulatory AUM 28 advisory clients

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Pension consulting
• Selection of other advisers
• Educational seminars
• SUB-ADVISORY SERVICES

From the firm’s Form ADV. Read the guides:

• Item 5F — Regulatory AUM
• Item 5G — Advisory services
• Full firm profile

Current Employers

Employment History

• 01/2015 → 03/2018
  Coan Payton Payne Llc
  Denver, CO
• 04/2018 → 02/2019
  Northwestern Mutual Life Insurance Company
  Milwaukee, WI
• 04/2018 → 02/2019
  Northwestern Mutual Investment Services Llc
  Denver, CO
• 03/2019 → 02/2022
  Fidelity Brokerage Services Llc
  Greenwood Village, CO
• 12/2025 → Present
  Alphastar Capital Management
  Pensacaola, FL
• 02/2022 → Present
  Alphastar Wealth Management Emerald Coast
  Pensacaola, FL
• 12/2025 → Present
  Alphastar Wealth Management Emerald Coast
  Pensacaola, FL

Exams

• S66 Uniform Combined State Law Examination
  2025-11-21
• S63 Uniform Securities Agent State Law Examination
  2018-12-28

Other Names

• Katherine Marie Beargie
• Katie Beargie
• Katherine Beargie
• Katherine Marie Beargie