James ShellenbergerCRD Number: 6875140
Current Firm: Frontier Asset Management, LLC
James Shellenberger (CRD# 6875140) is an Investment Advisor Representative working at Frontier Asset Management, LLC in Sheridan, WY and has over 5 years of experience in the finance industry.
Cetera Advisor Networks LLC
D.a. Davidson & Company
U.s. Bancorp Investments, Inc.
|Frontier Asset Management||Sheridan, WY||Jun 2015 - Current||8|
|Student||Casper, WY||Oct 2007 - Jun 2015||7|
|Exam Code||Name||Passed Date|
|S65||NASAA Investment Advisors Law Examination||Nov 2017|
Total Assets Under Management5,946MILLIONS
Total Number of Accounts4,289ACCOUNTS
Average Account Value$1,386,232
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses (other than small businesses) or institutional clients
- Educational seminars/workshops
AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, RI, SC, SD, TN, TX, UT, VA, VT, WA, WI, WV, WY
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