Nathan A. Frerichs

BLUE MOUNTAIN WEALTH MANAGEMENT

WALLA WALLA, WA

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CRD#: 7915574

Professional summary

Nathan Adam Frerichs is a registered financial advisor currently at BLUE MOUNTAIN WEALTH MANAGEMENT located in Walla Walla, Washington.

Nathan is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2024. Nathan has worked at 2 firms and has passed the Series 65 exam.

Question & Answer

Are you a "fiduciary"?

Yes

Aliases

None

Other business activities

Outside business activity is any business or activity undertaken by an advisor that is outside the scope of their relationship with their firm (e.g., consulting services, real estate, freelance work, teaching, etc.). Investors should stay informed about these activities to ensure no conflicts of interest.

1) Golden State Equity partners DBA Baobab Wealth Management; investment related; 450 E. Tudor Rd Ste 201, Anchorage AK 99503; Financial Adviser, independent contractor, start 04/2024; 100 hours/month all during securities trading hours; prepare reports, process trades, work with clients 2) Golden State Equity partners DBA Baobab Wealth Abroad; investment related; 450 E. Tudor Rd Ste 201, Anchorage AK 99503; Financial Adviser, independent contractor, start 04/2024; 10 hours/month all during securities trading hours; prepare reports, process trades, work with clients 3) US Coast Guard, non securities related, processing retirement

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Nathan Adam Frerichs's CRS (Customer Relationship Summary).

Certified licenses

Advisors may have various certifications and credentials from different organizations. AdvisorCheck highlights these seven certifications - AIF®, CFP®, ChFC®, CFA, CLU®, CIMA®, CPWA®

None

Experience

Current

February 11, 2025 - Present

BLUE MOUNTAIN WEALTH MANAGEMENT

RIA

CRD#: 333256

WALLA WALLA, WA

Past

May 8, 2024 - September 3, 2024

GOLDEN STATE EQUITY PARTNERS, LLC

RIA

CRD#: 322879

Anchorage, AK

State Registrations and Notice Filings

Listed states reflect where the advisor is authorized to serve clients under state regulations.

IAR

means the advisor is registered as an Investment Advisor Representative in this state and is authorized to provide investment advice to clients there.

Highlighted states indicate IAR registrations

IAR

Washington
(2/11/2025)

Don't see your state listed? The advisor may still be able to work with you under the federal De Minimis Rule, which allows up to five investment advisory clients in a state without registration. Some states, like TX, LA, NE, and NH, may still require registration or notice filing. Contact the advisor or their firm to confirm their investment advisory availability in your state.

Exams

State Security Law Exam

IAR

Series 65

Date: 2/15/2024

Uniform Investment Adviser Law Examination

Current Firm

BLUE MOUNTAIN WEALTH MANAGEMENT

BLUE MOUNTAIN WEALTH MANAGEMENT | BLUE MOUNTAIN WEALTH MANAGEMENT LLC

CRD#: 333256 / SEC#:

Washington

Registered Investment Advisory firm - (2/11/2025 Approved)

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Contact information

Main Address

Monroe, WA

Mailing Address

Po Box 255, Monroe, WA 98272

Phone number

(509) 301-8701

Established

Firm type

Fiscal year end

# of Employees

Documents

Latest Form ADV

Red Flags

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Check for any disclosures as part of your thorough research when choosing an advisor.

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Nathan A. Frerichs

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Nathan Adam Frerichs's CRS (Customer Relationship Summary).

Certified licenses

Experience

BLUE MOUNTAIN WEALTH MANAGEMENT

GOLDEN STATE EQUITY PARTNERS, LLC

State Registrations and Notice Filings

Exams

Series 65

Date: 2/15/2024

Current Firm

BLUE MOUNTAIN WEALTH MANAGEMENT

Contact information

Documents

Red Flags

Company Information

BLUE MOUNTAIN WEALTH MANAGEMENT

TRUST BUT VERIFY

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