RM
Robert E. Miller
FRONTIER ASSET MANAGEMENT
Sheridan, WY 82801
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CRD#: 5115565
RM
Professional summary
Robert E Miller is a registered financial advisor currently at FRONTIER ASSET MANAGEMENT, LLC located in Sheridan, Wyoming.
Robert is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2006. Robert has worked at 1 firm .
Question & Answer
Are you a "fiduciary"?
Yes
Aliases
None
Other business activities
Outside business activity is any business or activity undertaken by an advisor that is outside the scope of their relationship with their firm (e.g., consulting services, real estate, freelance work, teaching, etc.). Investors should stay informed about these activities to ensure no conflicts of interest.
The advisor shows no other business activity.
CRS (Client Relationship Summary) - RIA
Click below to view Robert E Miller's CRS (Customer Relationship Summary).
Certified licenses
Advisors may have various certifications and credentials from different organizations. AdvisorCheck highlights these seven certifications - AIF®, CFP®, ChFC®, CFA, CLU®, CIMA®, CPWA®
NoneExperience
Current
August 16, 2006 - Present
FRONTIER ASSET MANAGEMENT, LLC
Office #1: 50 East Loucks Street Suite 201, Sheridan, WY 82801RIA
CRD#: 109910
Sheridan, WY
Primary Firm SEC Registration
This SEC-registered firm can serve clients nationwide. Some states may require the firm to submit a notice filing if the firm has more than 5 clients or a physical office there. You can view these state-level filings under the section titled "State Registrations and Notice Filings".
FA
FRONTIER ASSET MANAGEMENT, LLC
ELEVATE WEALTH MANAGEMENT, A DIVISION OF FRONTIER ASSET MANAGMENT | INVESTMENT VISIONS, LLC | INVESTMENT VISIONS | FRONTIER ASSET MANAGEMENT, LLC
CRD#: 109910 / SEC#: 801-60047
RIA
Registered Investment Advisory firm - (3/9/2001 Approved)State Registrations and Notice Filings
Listed states reflect where the advisor is authorized to serve clients under state regulations.
IAR
means the advisor is registered as an Investment Advisor Representative in this state and is authorized to provide investment advice to clients there.Highlighted states indicate IAR registrations
IAR
Wyoming(9/25/2017)
Exams
Current Firm
FA
FRONTIER ASSET MANAGEMENT, LLC
ELEVATE WEALTH MANAGEMENT, A DIVISION OF FRONTIER ASSET MANAGMENT | INVESTMENT VISIONS, LLC | INVESTMENT VISIONS | FRONTIER ASSET MANAGEMENT, LLC
CRD#: 109910 / SEC#: 801-60047
RIA
Registered Investment Advisory firm - (3/9/2001 Approved)PREMIUM
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Contact information
Main Address
50 East Loucks Street Suite 201, Sheridan, WY 82801
Mailing Address
Phone number
(307) 673-5675
Established
Firm type
Fiscal year end
# of Employees
42
SEC notice filing (51 States and Territories)
Regulatory assets under management
| Total Number of Accounts | 3,525 |
| AUM (Assets Under Management) | $ 5,345,412,024 |
Red Flags
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Check for any disclosures as part of your thorough research when choosing an advisor.
