Amanda
Sullivan

Frontier Asset Management, LLC

CRD#4473266
Investment Advisor
in Sheridan, WY

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About this Advisor

Amanda Sullivan is a financial advisor based in Sheridan, Wyoming, working with Frontier Asset Management, LLC. Amanda has previously held positions at Merrill Lynch, Pierce, Fenner & Smith Inc, Columbia Property Trust, Trimont Real Estate Advisors, Frontier Asset Management, Bank Of America, N.A, Iberia Financial Services, and Infinex Investments. Amanda has passed the Series 63, Series 65, and Series 66 regulatory exams and is registered to provide services in Georgia. Currently, Amanda is part of Frontier Asset Management, LLC, which operates out of Sheridan, Wyoming. The firm has 2 offices and 54 employees. The firm manages assets totaling $5.7 billion and serves a variety of clients, including charitable organizations and high-net-worth individuals. The services offered by the firm include financial planning services, portfolio management for individuals and small businesses, portfolio management for institutional clients, and educational seminars. The fee structure at Frontier Asset Management, LLC includes asset-based, hourly, and fixed fees.

Certifications and Registrations

Series 63, Series 65, Series 66

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

$5,707,809,597

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

54

WY Average: 8
Total Number of Accounts

3,671

WY Average: 674
Average Account Size

$1,554,838

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

Amanda Sullivan Work History

2018 - 2019 (1 year)

Iberia Financial Services

2018 - 2019 (1 year)

Infinex Investments

2017 - 2018 (1 year)

Bank Of America, N.A

2016 - 2018 (2 years)

Merrill Lynch, Pierce, Fenner & Smith Inc

2016 - 2016 (< 1 year)

Trimont Real Estate Advisors

2016 - 2016 (< 1 year)

Frontier Asset Management

2013 - 2016 (3 years)

Columbia Property Trust

Created with Highcharts 6.0.7

Disclosures

Please visit the SEC profile of Amanda Sullivan 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

David Ulm
Sheridan, WY
Alison Meacham
Sheridan, WY
Jessica Griner
Sheridan, WY
Scott Iversen
Sheridan, WY
Hazen Dickerson
Sheridan, WY
Robert Johnson
Sheridan, WY
Clifford Stanton
Denver, CO
Amanda Sullivan
Sheridan, WY

The content in this profile was updated by SmartAsset on 6/19/2024. 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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