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Daniel Joseph Cupertino

FRONTIER ASSET MANAGEMENT, LLC·SHERIDAN, Wyoming
Clean recordFRONTIER ASSET MANAGEMENT, LLC
50 EAST LOUCKS STREET, SHERIDAN, WY 82801CRD# 4233497Firm CRD# 109910

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed
Identity
Daniel Joseph Cupertino · SHERIDAN, WY
Registration
CRD #4233497 · FRONTIER ASSET MANAGEMENT, LLC
Brand Profile
Not yet started
Disclosure history
Clean record · no disclosure events on file
01

About

Daniel Joseph Cupertino is a registered financial advisor based in SHERIDAN, Wyoming, affiliated with FRONTIER ASSET MANAGEMENT, LLC. This profile is generated from public SEC and FINRA registration data.

02

Focus Areas

Specialties
Financial Planning
Investment Management
Retirement Planning
Wealth Management
Client Types
Individuals
Pension & Retirement Plans
High Net Worth Individuals
Nonprofits & Foundations
Introduction

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03

Firm Overview

Firm
FRONTIER ASSET MANAGEMENT, LLC
FRONTIER ASSET MANAGEMENT, LLC
AUM
$5.7B
Regulatory assets under management
Employees
54
Total firm employees
View all advisors at FRONTIER ASSET MANAGEMENT, LLC →
Services
Financial planning
Portfolio management (individuals)
Pension consulting
Selection of other advisers
Charitable organization or education services
04

Background

Compensation
Percentage of AUM
Hourly charges
Subscription fees
Regulatory
SEC/IARD CRD# 4233497
Firm CRD# 109910
View on FINRA BrokerCheck →

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05

Frequently Asked Questions

What services does Daniel Joseph Cupertino offer?
Daniel Joseph Cupertino specializes in Financial Planning, Investment Management, Retirement Planning, Wealth Management. Contact their office in SHERIDAN, Wyoming for a consultation.
What are Daniel Joseph Cupertino's credentials?
Daniel Joseph Cupertino is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Daniel Joseph Cupertino located?
Daniel Joseph Cupertino is based in SHERIDAN, Wyoming, working with FRONTIER ASSET MANAGEMENT, LLC. Their office serves clients in the SHERIDAN metropolitan area and surrounding communities.
How does Daniel Joseph Cupertino charge for services?
Daniel Joseph Cupertino's firm is compensated through percentage of aum, hourly charges, subscription fees. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.
How large is FRONTIER ASSET MANAGEMENT, LLC?
FRONTIER ASSET MANAGEMENT, LLC has approximately 54 employees and manages $5.7B in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
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Other Advisors at FRONTIER ASSET MANAGEMENT, LLC

Clifford William Stanton
SHERIDAN, WY
Erin Marie Foote
SHERIDAN, WY
Frank Lloyd Pape
SHERIDAN, WY
Gary Austin Miller
SHERIDAN, WY
Catherine Smith Teichert
SHERIDAN, WY
Geremy Vanarkel
SHERIDAN, WY

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Research
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