Unclaimed
John Andrew Nordstrom is an investment advisor representative at The Caprock Group, LLC, a wealth management firm. John has been in the industry since August 2019 and holds a Series 65 license. John specializes in wealth management and consulting. The Caprock Group, LLC is a firm based in Boise, ID that provides wealth management and consulting services to a variety of clients, including individuals, families, and businesses. The firm's core focus is providing personalized financial advice that is tailored to each client's specific needs and 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.
1
2
ID
09/18/2019 - Present
THE Caprock Group, LLC (BOISE ID)
IA
Issued 09/16/2019
Series 65 - Uniform Investment Adviser Law Examination
Active
Inactive
Not sure John Nordstrom is the right advisor for you? Invested Better is here to help.