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James Dale Shellenberger

Elevate Wealth Management

Sheridan, WY

Frontier Asset Management, LLC

Sheridan, WY

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Current Employers
Elevate Wealth Management

50 E Loucks, Suite 125, Sheridan, WY 82801 • United States

Current Registrations

AuthorityCategoryStatusDate
TX RA APPROVED 2026-05-20
WY RA APPROVED 2025-08-06
  • TX RA
    APPROVED
    Since 2026-05-20
  • WY RA
    APPROVED
    Since 2025-08-06

Branch Locations

50 E Loucks, Suite 125, Sheridan, WY 82801 • United States

Frontier Asset Management, Llc

50 East Loucks Street Suite 201, Sheridan, WY 82801 • United States

Current Registrations

AuthorityCategoryStatusDate
WY RA APPROVED 2017-11-22
  • WY RA
    APPROVED
    Since 2017-11-22

Branch Locations

50 East Loucks Street Suite 201, Sheridan, WY 82801 • 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
OrganizationCityStateFromTo
Frontier Asset Management Sheridan WY 06/2015 04/2018
Frontier Asset Management Sheridan WY 04/2018 Present
Elevate Wealth Management Sheridan WY 07/2025 Present
  • 06/2015 → 04/2018
    Frontier Asset Management
    Sheridan, WY
  • 04/2018 → Present
    Frontier Asset Management
    Sheridan, WY
  • 07/2025 → Present
    Elevate Wealth Management
    Sheridan, WY
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2017-11-22
  • S65 Uniform Investment Adviser Law Examination
    2017-11-22
Designations
Other Names
  • Jim Dale Shellenberger

View on SEC IAPD

Other Firms

EDWARD JONES
STIFEL, NICOLAUS & COMPANY, INCORPORATED
ELEVATE WEALTH MANAGEMENT
RAYMOND JAMES & ASSOCIATES, INC.
LPL FINANCIAL LLC
AFINITIV LLC
ANAX FINANCIAL GROUP
ECHELON PARTNERS X MANAGEMENT LLC

Other Investors

Angela Teresa Dewald Simmons
Dustin Douglas Dewald
JEFFREY DOW TOMLINSON
DOUGLAS JASON HOCKETT
PATRICK FRANCIS JOHNSON
William Pelissier
FRANK LLOYD PAPE
ROBERT E MILLER

Other Offices

EDWARD JONES · SHERIDAN, WY
STIFEL, NICOLAUS & COMPANY, INCORPORATED · SHERIDAN, WY
ELEVATE WEALTH MANAGEMENT · SHERIDAN, WY
RAYMOND JAMES & ASSOCIATES, INC. · Sheridan, WY
LPL FINANCIAL LLC · SHERIDAN, WY
AFINITIV LLC · SHERIDAN, WY
ANAX FINANCIAL GROUP · SHERIDAN, WY
ECHELON PARTNERS X MANAGEMENT LLC · SHERIDAN, WY

More in Sheridan, WY

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