Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Kellen? Claim Your ProfileKellen Joseph Schmitz is an Investment Advisor Representative at The Caprock Group, LLC, a firm located in Boise, Idaho. Kellen has been with The Caprock Group, LLC since June 2022. Kellen is a Chartered Financial Analyst and specializes in providing wealth management & consulting services. Kellen's prior experience includes roles at Seven Post Investment Office LP, PricewaterhouseCoopers and Exit Strategies Group Inc.
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
06/13/2022 - Present
THE Caprock Group, LLC (BOISE ID)
Active
Inactive
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