Kiersten Adling (CRD# 6291844) is an Investment Advisor Representative working at The Caprock Group, LLC in Park City, UT and has over 10 years of experience in the finance industry.
CRD# 1473328
Brookstone Capital Management LLC
CRD# 6515855
Ignite Planners LLC
CRD# 6792902
Coign Capital Advisors LLC
| Company Name | Location | Dates | Years |
|---|---|---|---|
| The Caprock Group, Inc. | Boise, ID | Jul 2013 - Current | 10 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S65 | NASAA Investment Advisors Law Examination | Mar 2014 |
- UT
-
Total Assets Under Management6,922MILLIONS
-
Total Number of Accounts317ACCOUNTS
-
Average Account Value$21,834,685
- A percentage of assets under your management
- Fixed fees (other than subscription fees)
- Portfolio management for individuals and/or small businesses
- Portfolio management for pooled investment vehicles (other than investment companies)
- Portfolio management for businesses (other than small businesses) or institutional clients
- Selection of other advisers (including private fund managers)
- Other
AZ, CA, CO, FL, ID, IL, MI, NJ, NY, SC, TX, UT, WA
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