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Nathan Adam Frerichs

Blue Mountain Wealth Management

Monroe, WA

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Current Employers
Blue Mountain Wealth Management

Monroe, WA • United States

Current Registrations

AuthorityCategoryStatusDate
WA RA APPROVED 2025-02-11
  • WA RA
    APPROVED
    Since 2025-02-11

Branch Locations

Monroe, WA • 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
United States Coast Guard Portland OR 09/2004 10/2024
Golden State Equity Partners, Llc South Coast Metro CA 04/2024 09/2024
Blue Mountain Wealth Management Llc Walla Walla WA 10/2024 Present
Baobab Wealth Abroad Anchorage AK 05/2024 09/2024
Baobab Wealth Management Anchorage AK 05/2024 09/2024
  • 09/2004 → 10/2024
    United States Coast Guard
    Portland, OR
  • 04/2024 → 09/2024
    Golden State Equity Partners, Llc
    South Coast Metro, CA
  • 10/2024 → Present
    Blue Mountain Wealth Management Llc
    Walla Walla, WA
  • 05/2024 → 09/2024
    Baobab Wealth Abroad
    Anchorage, AK
  • 05/2024 → 09/2024
    Baobab Wealth Management
    Anchorage, AK
Previous Registrations
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2024-02-15
  • S65 Uniform Investment Adviser Law Examination
    2024-02-15

View on SEC IAPD

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