James Andrew Frigstad

Employer firm

Independent Advisor Alliance, LLC CRD 168267

$17.2B regulatory AUM 533 advisory clients

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Portfolio management (institutions)
• Pension consulting
• Selection of other advisers
• Periodicals / newsletters

From the firm’s Form ADV. Read the guides:

• Item 5F — Regulatory AUM
• Item 5G — Advisory services
• Full firm profile

Current Employers

Employment History

• 02/2004 → Present
  Dominos Pizza
  Bismarck , ND
• 10/2015 → Present
  Lpl Financial, Llc
  Bismarck, ND
• 10/2015 → 04/2018
  Level Four Advisory Services
  Bismarck, ND
• 09/2017 → Present
  North Point Financial Planners
  Bismarck, ND
• 04/2018 → Present
  Independent Advisor Alliance, Llc
  Bismarck, ND

Previous Registrations

• 2017-09-25 → 2021-11-17
  North Point Financial Planners
  Bismarck, ND
• 2015-11-02 → 2018-04-05
  Level Four Advisory Services
  Bismarck, ND
  Dallas, TX
• 2006-01-30 → 2015-10-22
  Thrivent Investment Management Inc.
  Hazen, ND
  Bismarck, ND
  Bismarck, ND
  Bismark, ND

Other Businesses

1. 12/03/2015 - NOrth Point Financial Planners - INV REL - NOrth Point Financial Planners - DBA for LPL Business (entity for LPL business) - START 10/30/2015 - 100% TIMER SPENT 2. 02/20/2016 * LTCi Partners * Non-Variable Insurance * INV REL * AT REPORTTED BUSINESS LOCATION(S) * START 02/19/2016 * 5 HRS/MO NOT DURING SECS TRDG HRS. 3. 4/25/2018 - Independent Advisor Alliance - DBA: (Hybrid) North Point Financial Planners - Investment Related - At Reported Business Location(s) - Registered Investment Advisor DBA - Started 04/02/2018 - 35 Hours Per Month/32 Hours During Securities Trading - I provide investment advisory services through Independent Advisor Alliance, an independent investment advisor firm. I started this business activity on 4/25/2018. I expect to spend approximately 35 hours/month on this activity. Please see the advisory firms Form ADV for more information about its address, the nature of its business, its owners, and its services at http://www.adviserinfo.sec.gov/IAPD. The firm is separate from and independent of LPL Financial. 4. 4/25/2018 - Independent Advisor Alliance - Investment Related - At Reported Business Location(s) - Registered Investment Advisor - Started 03/20/2018 - 160 Hours Per Month During Securities Trading - I provide investment advisory services through Independent Advisor Alliance, an independent investment advisor firm. I started this business activity on 4/25/2018. I expect to spend approximately 160 hours/month on this activity. Please see the advisory firms Form ADV for more information about its address, the nature of its business, its owners, and its services at http://www.adviserinfo.sec.gov/IAPD. The firm is separate from and independent of LPL Financial. 5. 9/29/2021 - Griswold Holdings - Investment Related - 1930 Burnt Boat DR, Bismarck, ND 58503 - Business Entity For Tax/Investment Purposes Only - Started 08/06/2021 - 2 Hours Per Month/0 Hours During Securities Trading.

Exams

• S66 Uniform Combined State Law Examination
  2004-08-09

Designations

• Certified Financial Planner
• Chartered Financial Consultant