FRONTIER WEALTH MANAGEMENT, LLC

FWM LEGACY, LLC
LEAWOOD, Kansas·4 registered advisors·CRD# 144344
SEC# 802-1271300816-753-5100
01

Firm Overview

AUM
$4.1B
Regulatory assets under management
Employees
—
Total firm employees
Advisors
4
Registered representatives
02

Services & Fees

Advisory Services
Financial planning
Portfolio management (individuals)
Pension consulting
Selection of other advisers
Publication of periodicals/newsletters
Security ratings or pricing services
Compensation
Percentage of AUM
Hourly charges
Subscription fees
Performance-based fees
03

Specialties

Financial PlanningInvestment ManagementRetirement PlanningWealth Management
04

Advisors at FRONTIER WEALTH MANAGEMENT, LLC

4 registered advisors
Aaron Joseph Anson
KANSAS CITY, Missouri
Brandon Sifers
LEAWOOD, Kansas
Nicholas Michael Blasi
LEAWOOD, Kansas
Troy David Kerr
LEAWOOD, Kansas
05

Office Locations

LEAWOOD, Kansas
3 advisors
KANSAS CITY, Missouri
1 advisor

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Data sourced from SEC Form ADV filings. FRONTIER WEALTH MANAGEMENT, LLC (CRD# 144344) is registered with the SEC as an investment adviser. View the firm's full regulatory filing at adviserinfo.sec.gov.