Terry Allen Herron

Employer firm

New Frontier Wealth Management CRD 147055

$24.5M regulatory AUM

Reported services (Item 5G)

Portfolio management (individuals)
Selection of other advisers
ALTERNATIVE INVESTMENTS (REITS)

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

Current Employers

New Frontier Wealth Management

9800 Pyramid Court Suite 400, Englewood, CO 80112 • United States

Current Registrations

Authority	Category	Status	Date
CO	RA	APP_PEND_IARCE	2026-01-01
TX	RA	APPROVED_RES	2025-11-12

CO RA
APP_PEND_IARCE

Since 2026-01-01
TX RA
APPROVED_RES

Since 2025-11-12

Branch Locations

9800 Pyramid Court Suite 400, Englewood, CO 80112 • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

Regulatory action No
Criminal No
Bankruptcy No
Civil judicial No
Bond No
Judgment / lien No
Investigation No
Customer complaint No
Termination No

Employment History

Organization	City	State	From	To
New Frontier Advisory, Llc	Denver	CO	01/2012	Present
New Frontier Financial, Llc	Denver	CO	12/2002	Present

01/2012 → Present

New Frontier Advisory, Llc

Denver, CO
12/2002 → Present

New Frontier Financial, Llc

Denver, CO

Other Businesses

NWE FRONTIER FINANCIAL, LLC; INVESTMENT RELATED; DENVER, CO; INSURANCE SERVICES; MANAGING MEMBER; STARTED 12/2002; APPROX 1/3 OF TIME SPENT IN THIS BUSINESS

Exams

Code	Exam	Date
S65	Uniform Investment Adviser Law Examination	2012-01-28

S65 Uniform Investment Adviser Law Examination

2012-01-28

View on SEC IAPD

Employer firm

Current Employers

New Frontier Wealth Management

Disclosures

Employment History

Other Businesses

Exams

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