Scott A. Iversen

FRONTIER ASSET MANAGEMENT

Sheridan, WY 82801

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CRD#: 6375074

Professional summary

Scott Allen Iversen is a registered financial advisor currently at FRONTIER ASSET MANAGEMENT, LLC located in Sheridan, Wyoming.

Scott is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2014. Scott has worked at 5 firms and has passed the Series 66, SIE and Series 7 exams.

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.

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Scott Allen Iversen's CRS (Customer Relationship Summary).

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®

None

Experience

Current

July 24, 2019 - Present

FRONTIER ASSET MANAGEMENT, LLC

Office #1: 50 East Loucks Street Suite 201, Sheridan, WY 82801

RIA

CRD#: 109910

Sheridan, WY

Past

May 2, 2016 - February 7, 2018

NORTHSTAR SECURITIES, LLC

CRD#: 150409

GREENWOOD VILLAGE, CO

Past

March 1, 2016 - May 6, 2016

CROSS STATE FINANCIAL GROUP LLC

RIA

CRD#: 282011

CASTLE ROCK, CO

Past

January 9, 2015 - May 3, 2016

FOOTHILL SECURITIES, INC.

RIA

CRD#: 1027

Castle Rock, CO

Past

January 2, 2015 - May 3, 2016

FOOTHILL SECURITIES, INC.

CRD#: 1027

Castle Rock, CO

Past

August 26, 2014 - December 16, 2014

LARIMER CAPITAL CORPORATION

CRD#: 18189

DENVER, CO

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".

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
(7/24/2019)

Don't see your state listed? The advisor may still be able to work with you under the federal De Minimis Rule, which allows up to five investment advisory clients in a state without registration. Some states, like TX, LA, NE, and NH, may still require registration or notice filing. Contact the advisor or their firm to confirm their investment advisory availability in your state.

Exams

State Security Law Exam

IAR

Series 66

Date: 12/12/2014

Uniform Combined State Law Examination

General Industry/Product Exam

SIE

Date: 2/7/2018

Securities Industry Essentials Examination

General Industry/Product Exam

Series 7

Date: 8/26/2014

General Securities Representative Examination

Current Firm

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)

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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

SEC notice filing (51 States and Territories)

Documents

Customer Relationship Summary (CRS / SEC)

Latest Form ADV

Part 2 Brochures

FRONTIER ASSET MANAGEMENT ADV BROCHURE (10/30/2025)

Regulatory assets under management

Total Number of Accounts	3,525
AUM (Assets Under Management)	$ 5,345,412,024

Red Flags

Disclosures can be potential red flags, including customer disputes, regulatory fines, employer terminations, bankruptcies, judgments, liens, or certain criminal activities.

Check for any disclosures as part of your thorough research when choosing an advisor.

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Advisor Monitoring

Firm Stability Insights

Scott A. Iversen

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Scott Allen Iversen's CRS (Customer Relationship Summary).

Certified licenses

Experience

NORTHSTAR SECURITIES, LLC

CROSS STATE FINANCIAL GROUP LLC

FOOTHILL SECURITIES, INC.

FOOTHILL SECURITIES, INC.

LARIMER CAPITAL CORPORATION

Primary Firm SEC Registration

FRONTIER ASSET MANAGEMENT, LLC

State Registrations and Notice Filings

Exams

Series 66

Date: 12/12/2014

SIE

Date: 2/7/2018

Series 7

Date: 8/26/2014

Current Firm

FRONTIER ASSET MANAGEMENT, LLC

Contact information

SEC notice filing (51 States and Territories)

Documents

Part 2 Brochures

Regulatory assets under management

Red Flags

Company Information

FRONTIER ASSET MANAGEMENT, LLC

TRUST BUT VERIFY

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