Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Erik? Claim Your ProfileErik Van Jensen is a registered investment advisor representative with The Caprock Group, LLC. He is located in Boise, ID, and has been in the industry since January 2011. Erik is a Certified Financial Planner and is registered with the state of Idaho. Erik specializes in financial planning, portfolio management for individuals, businesses and pooled investment vehicles, as well as wealth management and consulting.
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
01/14/2011 - Present
THE Caprock Group, LLC (BOISE ID)
Active
Inactive
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