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Scott Allen Iversen

Frontier Asset Management, LLC

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About Scott Allen Iversen

Scott Allen Iversen is a registered Investment Advisor Representative in Wyoming, affiliated with Frontier Asset Management, LLC. Scott has been in the financial services industry since January 2014 and previously worked for other firms, including Northstar Securities, LLC, Foothill Securities, Inc., and Larimer Capital Corporation. Scott has a strong background in financial planning, portfolio management and providing educational seminars. Scott specializes in working with high-net-worth individuals, charitable organizations, pension and profit sharing plans, corporations or other businesses, and other investment advisors.

Firm Information

Scott Iversen is currently registered with Frontier Asset Management, LLC. Frontier Asset Management, LLC is an investment advisory firm based in Sheridan, Wyoming. The firm provides financial planning, portfolio management for individuals, businesses, and pooled investment vehicles, and educational seminars. Frontier Asset Management has over $5 billion in regulatory assets under management and serves a variety of clients, including high-net-worth individuals, charitable organizations, other investment advisors, pension and profit-sharing plans, and corporations or other businesses.
Frontier Asset Management, LLC

50 EAST LOUCKS STREET

SHERIDAN, WY 82801

$5.35B

Assets Under Management

5

Total Clients

12

Total Financial Advisors

Services Offered

Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.

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financial planning services

Comprehensive financial plans to help you achieve your personal and business goals.

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educational seminars & workshops

Seminars designed to boost your financial literacy and investment knowledge.

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portfolio management for businesses

Custom portfolio management strategies for businesses to achieve long-term growth.

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portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

Fee Structure

Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.

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fixed fees

Set rates for specific services, regardless of time or assets managed.

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percentage of assets

A percentage of the total value of assets under management is charged.

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Scott Iversen’s Registration & Firm History

WY

07/24/2019 - Present

Frontier Asset Management, LLC (SHERIDAN WY)

CO

05/02/2016 - 02/07/2018

NORTHSTAR SECURITIES, LLC (GREENWOOD VILLAGE CO)

CO

01/02/2015 - 05/03/2016

FOOTHILL SECURITIES, INC. (Castle Rock CO)

CO

08/26/2014 - 12/16/2014

LARIMER CAPITAL CORPORATION (DENVER CO)

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Licenses & Designations

BOTH

Issued 12/12/2014

Series 66 - Uniform Combined State Law Examination

BC

Issued 02/07/2018

SIE - Securities Industry Essentials Examination

BC

Issued 08/26/2014

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are no public disclosures for Scott Allen Iversen.
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