James D. Shellenberger
Professional summary
James Dale Shellenberger, CFP®, who also goes by Jim Dale Shellenberger, is a registered financial advisor currently at FRONTIER ASSET MANAGEMENT, LLC located in Sheridan, Wyoming and ELEVATE WEALTH MANAGEMENT located in Sheridan, Wyoming.
James is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2017. James has worked at 2 firms and has passed the Series 65 exam.
Question & Answer
Aliases
Other business activities
CRS (Client Relationship Summary) - RIA
Click below to view James Dale Shellenberger's CRS (Customer Relationship Summary).
Certified licenses
Start date: 2022
Experience
November 22, 2017 - Present
FRONTIER ASSET MANAGEMENT, LLC
Office #1: 50 East Loucks Street Suite 201, Sheridan, WY 82801August 6, 2025 - Present
ELEVATE WEALTH MANAGEMENT
Office #1: 50 E Loucks, Suite 125, Sheridan, WY 82801Primary Firm SEC Registration
FRONTIER ASSET MANAGEMENT, LLC
CRD#: 109910 / SEC#: 801-60047
State Registrations and Notice Filings
Listed states reflect where the advisor is authorized to serve clients under state regulations.
Highlighted states indicate IAR registrations
(6/8/2023)
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(9/14/2023)
(8/1/2023)
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(6/22/2023)
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(6/8/2023)
(11/22/2017)
Current Firm
FRONTIER ASSET MANAGEMENT, LLC
CRD#: 109910 / SEC#: 801-60047
Contact information
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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