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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Eric? Claim Your ProfileEric Osmundson is a registered Investment Advisor Representative with The Caprock Group, LLC. He is licensed in California and Colorado. Eric has been in the industry since January 2015 and holds a Series 65 license. Eric has a strong track record of providing financial advice to individuals and families, as well as charitable organizations and pooled investment vehicles. He specializes in wealth management, financial planning, and portfolio management. Eric is committed to helping clients achieve their financial goals.
Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.
Comprehensive financial plans to help you achieve your personal and business goals.
Helps you choose top advisors aligned with your financial goals.
Custom portfolio management strategies for businesses to achieve long-term growth.
Personalized portfolio management to meet individual financial objectives.
Wealth management & consulting
Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.
Set rates for specific services, regardless of time or assets managed.
A percentage of the total value of assets under management is charged.
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ID
01/02/2025 - Present
THE Caprock Group, LLC (BOISE ID)
IA
Issued 01/06/2016
Series 65 - Uniform Investment Adviser Law Examination
Active
Inactive
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