Frontier Investment Management Co

Frontier Investment Management Co (CRD# 110430) is a financial advisory firm headquartered in Dallas, TX. They manage $1,589,134,455 in 2,418 accounts and serve the financial needs of clients across 31 states (or territories).

By the Numbers
  • Total Assets Under Management
    1,589
    MILLION
  • Total Number of Accounts
    2,418
    ACCOUNTS
  • Average Account Value
    $657,210
Compensation Options
  • A percentage of assets under your management
  • Fixed fees (other than subscription fees)
  • Commissions
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for pooled investment vehicles (other than investment companies)
  • Educational seminars/workshops
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.

AK, AL, AR, AZ, CA, CO, CT, DE, FL, GA, IA, IL, KS, LA, MN, MO, MS, MT, NC, NE, NM, NY, OK, OR, PA, SC, TN, TX, VA, VI, WA

Financial Advisors at Frontier Investment Management Co
Showing 1 - 10 of 21 top financial advisors.
1
Robert Benton Arnold
CRD#: 3223442
8401 N. Central Expwy, Suite 300, Dallas, TX 75225
96
Wealthminder
score

Robert Benton Arnold (CRD# 3223442) is an Investment Advisor Representative working at Frontier Investment Management Co in Dallas, TX and has over 17 years of experience in the finance industry. Robert Benton Arnold 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
Jessica L. Cafferata
CRD#: 5542746
8401 N. Central Expwy, Suite 300, Dallas, TX 75225
96
Wealthminder
score

Jessica Cafferata (CRD# 5542746) is an Investment Advisor Representative working at Frontier Investment Management Co in Dallas, TX and has over 8 years of experience in the finance industry. Jessica Cafferata 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.

3
Eric C. Kordsmeier
CRD#: 4503180
8401 N. Central Expwy, Suite 300, Dallas, TX 75225
96
Wealthminder
score

Eric Kordsmeier (CRD# 4503180) is an Investment Advisor Representative working at Frontier Investment Management Co in Dallas, TX and has over 14 years of experience in the finance industry. Eric Kordsmeier 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.

4
Bradley E. McConkey
CRD#: 3060178
8401 N. Central Expwy, Suite 300, Dallas, TX 75225
96
Wealthminder
score

Bradley McConkey (CRD# 3060178) is an Investment Advisor Representative working at Frontier Investment Management Co in Dallas, TX and has over 18 years of experience in the finance industry. Bradley McConkey 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.

5
Matthew L. Powers
CRD#: 5325394
8401 N. Central Expwy, Suite 300, Dallas, TX 75225
96
Wealthminder
score

Matthew Powers (CRD# 5325394) is an Investment Advisor Representative working at Frontier Investment Management Co in Dallas, TX and has over 9 years of experience in the finance industry. Matthew Powers 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.

6
Gary T. Schoen
CRD#: 1526702
Mandeville, LA
96
Wealthminder
score

Gary Schoen (CRD# 1526702) is an Investment Advisor Representative working at Frontier Investment Management Co in Mandeville, LA and has over 30 years of experience in the finance industry.

7
Richard G. Sowden
CRD#: 4091646
8401 N. Central Expwy, Suite 300, Dallas, TX 75225
96
Wealthminder
score

Richard Sowden (CRD# 4091646) is an Investment Advisor Representative working at Frontier Investment Management Co in Dallas, TX and has over 14 years of experience in the finance industry.

8
Todd L. Stephens
CRD#: 2346884
Houston, TX
96
Wealthminder
score

Todd Stephens (CRD# 2346884) is an Investment Advisor Representative working at Frontier Investment Management Co in Houston, TX and has over 23 years of experience in the finance industry. Todd Stephens 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.

9
Thomas B. Walsh
CRD#: 2898901
1003 Rio Grande, Austin, TX 78701
96
Wealthminder
score

Thomas Walsh (CRD# 2898901) is an Investment Advisor Representative working at Frontier Investment Management Co in Austin, TX and has over 19 years of experience in the finance industry. Thomas Walsh 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.

10
Henry C. Adams
CRD#: 5115024
2895 Highway 190, Ste 226, Mandeville, LA 70471
93
Wealthminder
score

Henry Adams (CRD# 5115024) is an Investment Advisor Representative working at Frontier Investment Management Co in Mandeville, LA and has over 10 years of experience in the finance industry.

1 2 3 ... Next
Ready to hire a financial advisor? Get competitive proposals from multiple advisors.