James Shellenberger, financial advisor Sheridan WY

James Shellenberger

CRD 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 6 years of experience in the finance industry. James Shellenberger has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.

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Professional Designations
Company Name Location Dates Years
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
Contact Info for James D. Shellenberger
Phone Number: 307-673-5675
Registered State(s):
  • CA
  • CO
  • FL
  • GA
  • HI
  • ID
  • KS
  • MS
  • MT
  • ND
  • OH
  • PA
  • SC
  • SD
  • WA
  • WI
  • WY
By the Numbers
  • Total Assets Under Management
    5,708
    MILLIONS
  • Total Number of Accounts
    3,671
    ACCOUNTS
  • Average Account Value
    $1,554,838
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • 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
Types of Clients
Registered States

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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