Katie Frazier

Katie Frazier, CFP®, has a diverse work experience that spans various industries. Katie started their career at General Mills in 2010 as a Technologist on a contract basis. After that, Katie worked at Malt-O-Meal from 2011 to 2014, first as a Technician (contracted through Kelly Scientific) and then as a Technician II. In 2014, they joined Everest Financial Group, LLC as an Associate Financial Advisor until 2017. Since then, they have been employed at BGM, where they held multiple roles including Associate Wealth Partner, Director of Operations, and currently serves as the Wealth Partner, CCO, and COO.

Katie Frazier, CFP®, completed a CERTIFIED FINANCIAL PLANNER™ Certificate at Minnesota State University, Mankato from 2014 to 2016. Prior to that, they earned a Bachelor of Science degree in Food Science and Technology from the University of Nebraska-Lincoln from 2005 to 2009. In addition to their education, Katie also obtained the Series 66 - Uniform Combined State Law Agent certification in August 2016 and the Series 7 - General Securities Representative certification in August 2015, both from the Financial Industry Regulatory Authority (FINRA).