Frontier Wealth Management LLC
Legal Name: FRONTIER WEALTH MANAGEMENT, LLC
Full Contact Details
Frontier Wealth Management LLC
4435 MAIN STREET, STE 650, KANSAS CITY, MO
816-753-5100
816-753-5101
Other Info
Frontier Wealth Management LLC, a Missouri Limited Liability Company, employs 45 professionals, with 26 working in advisory roles. Although the number of clients served by the company is unknown, its SEC status is current and was approved on July 6, 2007.
Frontier is now CAPTRUST
CAPTRUST advisors provide wealth management services to high-net-worth individuals, business owners and families, investment advisory services to fiduciaries of corporate retirement plans, and endowments and foundations of nonprofits.
Direct Owners
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AARON JOSEPH ANSON
CHIEF OPERATIONS OFFICER owns less than 5%
-
BRANDON SIFERS
CHIEF FINANCIAL OFFICER / ELECTED MEMBER owns less than 5%
-
FRONTIER WEALTH ENTERPRISES, LLC
OWNER / MEMBER owns more than 25% but less than 50%
-
NICHOLAS MICHAEL BLASI
CEO / ELECTED MEMBER owns less than 5%
-
TROY DAVID KERR
CHIEF COMPLIANCE OFFICER / MEMBER owns more than 5% but less than 10%
Indirect Owners
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FWE CLASS D HOLDCO LLC
EQUITY INVESTOR owns more than 25% but less than 50%
-
FWE EQUITY, LLC
EQUITY INVESTOR owns more than 25% but less than 50%
Custodians
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CHARLES SCHWAB & CO., INC.
United States -
CHARLES SCHWAB & CO., INC.
United States -
MISSOURI BANK & TRUST
United States -
MISSOURI BANK AND TRUST
United States
Firms Located Nearby
- American Century Personal Financial Solutions Inc
- Atwood & Palmer Inc
- The Planned Approach Inc
- Nicholson Capital Management Inc
- Tower Wealth Managers Inc
- Five ELMS Capital Management LLC
- Sterneck Capital Management LLC
- UMB Financial Services Inc
- Prairie Capital Management LLC
- Buttonwood Financial Group LLC
News
Top Holdings
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