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Melissa Ahearn

THE Caprock Group, LLC

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About Melissa Ahearn

Melissa Ahearn is an investment advisor representative with The Caprock Group, LLC. Melissa has been in the industry for more than 14 years and holds Series 6, 63, and 65 licenses, as well as the SIE exam. Melissa specializes in portfolio management for individuals and businesses, as well as financial planning and selection of other advisors. Melissa previously worked with Northwestern Mutual Investment Services, LLC.

Firm Information

Melissa Ahearn 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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Melissa Ahearn’s Registration & Firm History

ID

05/14/2024 - Present

THE Caprock Group, LLC (BOISE ID)

AZ

08/27/2008 - 11/17/2022

NORTHWESTERN MUTUAL INVESTMENT SERVICES, LLC (PHOENIX AZ)

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Licenses & Designations

IA

Issued 04/25/2011

Series 65 - Uniform Investment Adviser Law Examination

BC

Issued 09/15/2008

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 08/25/2008

Series 6 - Investment Company Products/Variable Contracts Representative Examination

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are no public disclosures for Melissa Ahearn.
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