Jordan PeplinskiCRD Number: 6161182
Current Firm: Frontier Asset Management, LLC
Jordan Peplinski (CRD# 6161182) is an Investment Advisor Representative working at Frontier Asset Management, LLC in Sheridan, WY and has over 10 years of experience in the finance industry.
Cetera Advisor Networks LLC
D.a. Davidson & Company
U.s. Bancorp Investments, Inc.
|Frontier Asset Management, LLC||Sheridan, WY||Aug 2016 - Current||6|
|Cedar Capital, LLC||Chicago, IL||Jan 2015 - Aug 2016||1|
|Foreside Fund Services, LLC||Chicago, IL||Oct 2014 - Dec 2014||< 1|
|Good Harbor Financial, LLC||Chicago, IL||Nov 2013 - Dec 2014||1|
|Northern Lights Distributors, LLC||Omaha, NE||Dec 2013 - Sep 2014||< 1|
|Fidelity Brokerage Services LLC||Covington, KY||Jan 2013 - Nov 2013||< 1|
|Exam Code||Name||Passed Date|
|S63||Uniform Securities State Law Examination||May 2013|
|S66||NASAA Uniform Combined State Law Examination||Apr 2014|
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
Wealthminder was created for one simple reason: To help people get the financial assistance they need to achieve their long-term financial goals.
Wealthminder is a database of every Investment Advisor Representative in the country. We work hard to collect and provide you the information you need to find a financial advisor who’s right for you.
If you are looking for a specific financial advisor and you can’t find them on Wealthminder, it’s likely that they are either exclusively a broker or are unlicensed - please contact us and we’ll try to help!
Finding a Financial Advisor through Wealthminder
Historically finding and hiring a financial advisor was hard. Wealthminder was built to make the process much easier.
The best way to use Wealthminder is to take advantage of our free proposal system. All you have to do is take a few minutes of your time to describe your situation and the assistance you are looking for.
Wealthminder then sends your request to our network of prescreened financial advisors. If a financial advisor is interested in your business, they will submit a proposal to you.
You review the proposals you receive and decide if you’d like to have a follow-up call with one or more of the financial advisors.
Throughout the process, you maintain control. We only share your contact information with a financial advisor once you ask for an introduction.