Unclaimed Profile

Troy David Kerr

FRONTIER WEALTH MANAGEMENT, LLC·LEAWOOD, Kansas

Series 65Clean record21 years registeredFRONTIER WEALTH MANAGEMENT, LLC

4200 W. 115TH STREET, LEAWOOD, KS 66211CRD# 4880439Firm CRD# 144344

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed

Identity

Troy David Kerr · LEAWOOD, KS

Registration

CRD #4880439 · FRONTIER WEALTH MANAGEMENT, LLC · 21 years registered

Brand Profile

Not yet started

Career History

CAPTRUST

Aug 2022 – present

FRONTIER WEALTH MANAGEMENT, LLC

Sep 2007 – Oct 2022

KANSAS CITY, MO

ASPEN WEALTH MANAGEMENT, INC.

Feb 2005 – Sep 2007

OVERLAND PARK, KS

Registrations & Exams

FINRA examinations passed

Series 65

Registration record

First registered · February 22, 2005

Years registered · 21

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD, as of 14 August 2026. Verify on FINRA BrokerCheck →

Firm Overview

Firm

FRONTIER WEALTH MANAGEMENT, LLC

CRD 144344 · SEC 802-127130

AUM

$4.1B

Regulatory assets under management

Services offered by FRONTIER WEALTH MANAGEMENT, LLC

Per Form ADV

Financial planning

Portfolio management (individuals)

Pension consulting

Selection of other advisers

Publication of periodicals/newsletters

Security ratings or pricing services

Client types served by the firm

Per Form ADV

Individuals

Pension & Retirement Plans

High Net Worth Individuals

View all advisors at FRONTIER WEALTH MANAGEMENT, LLC →

Introduction

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Frequently Asked Questions

What services does Troy David Kerr offer?

Troy David Kerr specializes in Financial Planning, Investment Management, Retirement Planning, Wealth Management. Contact their office in LEAWOOD, Kansas for a consultation.

What are Troy David Kerr's credentials?

Troy David Kerr is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.

Where is Troy David Kerr located?

Troy David Kerr is based in LEAWOOD, Kansas, working with FRONTIER WEALTH MANAGEMENT, LLC. Their office serves clients in the LEAWOOD metropolitan area and surrounding communities.

How does Troy David Kerr charge for services?

Troy David Kerr's firm is compensated through percentage of aum, hourly charges, subscription fees, performance-based fees. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.

How large is FRONTIER WEALTH MANAGEMENT, LLC?

FRONTIER WEALTH MANAGEMENT, LLC is a registered investment adviser with the SEC, managing $4.1B in regulatory assets under management. See their Form ADV for full details.

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