Katie Frazier

Katie Frazier, CFP®

Financial Advisor, CCO, COO, Wealth Management

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Katie Frazier, CFP®

Financial Advisor, CCO, COO, Wealth Management

Katie Frazier has a passion for helping people—a calling that prompted her to choose financial planning as her career. Although people may typically think of doctors or teachers when they consider the helping professions, Katie knew financial planning would combine her love for numbers with the ability to serve people in tangible ways.

Katie joined BGM in 2017 and earned her CERTIFIED FINANCIAL PLANNER™ credential a year later. On a typical day, Katie helps clients meet goals like planning for retirement, reducing taxes, and giving to their favorite charities. Her most gratifying moments come when she helps clear a client’s worries about the future with a plan of attack that leaves them feeling confident about their direction.

Outside of the office, Katie and her husband are busy raising a son and a daughter. In her free moments, she likes to spend time with friends and family and to explore the Twin Cities.

Areas of Expertise

Education, Credentials, & Honors

  • Bachelor or Science in Food Science and Technology, University of Nebraska-Lincoln


  • Member, Financial Planning Association (FPA), Minnesota Chapter
  • Member, FPA NexGen Committee

“BGM” is the brand name under which BGM CPA, LLC and BGM Group, LLC provide professional services. BGM CPA, LLC and BGM Group, LLC practice as an alternative practice structure in accordance with the AICPA Code of Professional Conduct and applicable law, regulations, and professional standards. BGM CPA, LLC is a licensed independent CPA firm that provides attest services to its clients, and BGM Group, LLC and its subsidiary entities provide advisory, and business consulting services to their clients. BGM Group, LLC and its subsidiary entities are not licensed CPA firms. The entities falling under the BGM brand are independently owned and are not liable for the services provided by any other entity providing services under the BGM brand. Our use of the terms “our firm” and “we” and “us” and terms of similar import, denote the alternative practice structure conducted by BGM CPA, LLC and BGM Group, LLC.

BGM WEALTH: Certified Financial Planner Board of Standards Inc. owns the certification marks CFP®, CERTIFIED FINANCIAL PLANNER™, CFP® (with plaque design) and CFP® (with flame design) in the U.S., which it awards to individuals who successfully complete CFP Board’s initial and ongoing certification requirements.