Alison
Wigglesworth

Frontier Asset Management, LLC

CRD#6862922
Investment Advisor
in Sheridan, WY

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About this Advisor

Alison Wigglesworth is a financial advisor based in Sheridan, Wyoming with a total of 6 years of industry experience. Wigglesworth currently works for Frontier Asset Management, LLC. Throughout their career, Wigglesworth has worked at Frontier Asset Management and University Of Wyoming. Wigglesworth holds a Series 65 license, which qualifies them as an investment advisor representative, and is approved to operate in Wyoming. Frontier Asset Management, LLC is an advisory firm that has its headquarters in Sheridan, WY. It has offices in two locations and a total of 50 advisors. It manages $6 billion in total assets between its 4,289 customer accounts, placing it among the largest investment advisory firms in the nation by assets under management. The firm serves 14 charities and foundations. Of its 4,289 client accounts, 18% are held by high-net-worth individuals who have at least $1 million in investable assets. Frontier Asset Management, LLC offers a wide range of services, such as financial planning services, portfolio management for individuals and small businesses, portfolio management for institutional clients and educational seminars. Fees for financial management largely vary depending on the financial services provided. However, fees charged by Frontier Asset Management, LLC most likely are comprised of any combination of asset-based, hourly and fixed fees.

Certifications and Registrations

Series 65

Years Registered*

6 years

Services Offered

Financial planning services, Portfolio management for individuals and/or small businesses, Portfolio management for businesses or institutional clients, Educational seminars/workshops

Fee Structure

Percentage of Assets, Hourly Charges, Fixed Fees

Office Location

50 East Loucks Street Suite 201
Sheridan, WY 82801

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Frontier Asset Management, LLC Brokerage Details

Total Assets Under Management

$5,945,548,711

WY Average: $484,914,235
Total Number of Employees

50

WY Average: 8
Total Number of Accounts

4,289

WY Average: 674
Average Account Size

$1,386,232

WY Average: $719,457

Investment Advisory Services

  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses or institutional clients
  • Educational seminars/workshops

Alison Wigglesworth Work History

Alison has been registered as a financial advisor for 6 years.*

2014 - Present (10 years)

Frontier Asset Management

2009 - 2014 (5 years)

University Of Wyoming

*The number of years registered in this profile is calculated by taking the year of an advisor's first active registration and subtracting it from the current year.

Disclosures

Please visit the SEC profile of Alison Wigglesworth to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.

Financial Advisors at Frontier Asset Management, LLC

Robert Miller
Sheridan, WY
Scott Iversen
Sheridan, WY
Jordan Peplinski
Sheridan, WY
Hazen Dickerson
Sheridan, WY
Amanda Sullivan
Sheridan, WY
Clifford Stanton
Denver, CO
David Ulm
Sheridan, WY
Jessica Griner
Sheridan, WY

The content in this profile was updated by SmartAsset on 4/16/2023. All advisor details come from publicly available data, and we cannot guarantee the accuracy of the content. We are unable to make individual profile updates. If you want your profile removed temporarily or permanently, please contact profile-compliance@smartasset.com.

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Certified Financial Planner Board of Standards, Inc. (CFP Board) owns the certification marks CFP® and CERTIFIED FINANCIAL PLANNER™ in the United States, which it authorizes the use of by individuals who successfully complete CFP Board’s initial and ongoing certification requirements.

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