Betafrontier

Betafrontier (CRD# 137386) is a financial advisory firm headquartered in , . They manage $42,260,377 in 170 accounts and serve the financial needs of clients across 12 states (or territories).

Current Firm Details
By the Numbers
  • Total Assets Under Management
    42
    MILLION
  • Total Number of Accounts
    170
    ACCOUNTS
  • Average Account Value
    $248,590
Compensation Options
  • A percentage of assets under your management
Advisory Services Offered
  • Portfolio management for individuals and/or small businesses
Types of Clients
Registered States
Advisors affiliated with a RIA are permitted to work with up to five clients in nearly-all states* without explicit registration. The map below shows states where this firm has explicit registration only.

AZ, CA, CT, FL, HI, IA, IL, MA, MO, NJ, NY, TX

Financial Advisors at Betafrontier
Showing 1 - 4 of 4 top financial advisors.
1
Jaramee K. Finn
CRD#: 4591251
Dubuque, IA
96
Wealthminder
score

Jaramee Finn (CRD# 4591251) is an Investment Advisor Representative working at Betafrontier in Dubuque, IA and has over 13 years of experience in the finance industry. Jaramee Finn 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.

2
James W. Guthrie
CRD#: 4332527
Chicago, IL
93
Wealthminder
score

James Guthrie (CRD# 4332527) is an Investment Advisor Representative working at Betafrontier in Chicago, IL and has over 15 years of experience in the finance industry.

3
Randy D. Kurtz
CRD#: 4579297
Chicago, IL
93
Wealthminder
score

Randy Kurtz (CRD# 4579297) is an Investment Advisor Representative working at Betafrontier in Chicago, IL and has over 14 years of experience in the finance industry.

4
Frederick M. Rose
CRD#: 5932726
Chicago, IL
90
Wealthminder
score

Frederick Rose (CRD# 5932726) is an Investment Advisor Representative working at Betafrontier in Chicago, IL and has over 5 years of experience in the finance industry.

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