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Laura Ann Greenig

THE Caprock Group, LLC

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About Laura Ann Greenig

Laura Greenig is a registered investment advisor representative at The Caprock Group, LLC. Laura is licensed to provide investment advice in Idaho. Laura has been in the financial industry since 2006 and has a Series 6 and a Series 65 license. Laura has worked at The Caprock Group, LLC since 2010. Prior to that, Laura worked at Hartford Investment Financial Services, LLC in Woodbury, Minnesota. Laura specializes in providing financial advice to individuals, high-net-worth individuals, charitable organizations, and pooled investment vehicles. Laura focuses on wealth management and consulting and provides financial planning services to clients.

Firm Information

Laura Greenig is currently registered with THE Caprock Group, LLC. THE Caprock Group, LLC is a wealth management and consulting firm based in Boise, ID. They provide financial planning, selection of other advisers, and portfolio management services to individuals, businesses, and charitable organizations. The firm manages approximately $9.36 billion in assets.
THE Caprock Group, LLC

800 WEST MAIN STREET

BOISE, ID 83702

$9.36B

Assets Under Management

386

Total Clients

39

Total Financial Advisors

Services Offered

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.

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financial planning services

Comprehensive financial plans to help you achieve your personal and business goals.

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selection of other advisors

Helps you choose top advisors aligned with your financial goals.

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portfolio management for businesses

Custom portfolio management strategies for businesses to achieve long-term growth.

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portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

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wealth management & consulting

Wealth management & consulting

Fee Structure

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.

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fixed fees

Set rates for specific services, regardless of time or assets managed.

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percentage of assets

A percentage of the total value of assets under management is charged.

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Laura Greenig’s Registration & Firm History

ID

04/04/2011 - Present

THE Caprock Group, LLC (BOISE ID)

MN

09/18/2006 - 01/22/2009

HARTFORD INVESTMENT FINANCIAL SERVICES, LLC (WOODBURY MN)

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Licenses & Designations

IA

Issued 04/01/2011

Series 65 - Uniform Investment Adviser Law Examination

BC

Issued 09/15/2006

Series 6 - Investment Company Products/Variable Contracts Representative Examination

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are no public disclosures for Laura Ann Greenig.
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