Christa Nicole Kunick

Employer firm

The Caprock Group, LLC CRD 124272

$12.5B regulatory AUM 436 advisory clients

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Portfolio management (pooled vehicles)
• Portfolio management (institutions)
• Selection of other advisers
• WEALTH MANAGEMENT & CONSULTING

From the firm’s Form ADV. Read the guides:

• Item 5F — Regulatory AUM
• Item 5G — Advisory services
• Full firm profile

Current Employers

Employment History

• 08/2015 → 01/2017
  Arizona State University
  Tempe, AZ
• 05/2017 → 01/2019
  Ann Taylor Loft
  Meridian, ID
• 01/2017 → 05/2019
  University Of Idaho
  Moscow, ID
• 05/2019 → 08/2019
  Unemployed
  Eagle, ID
• 08/2019 → 06/2022
  D.A. Davidson & Co.
  Boise, ID
• 07/2022 → Present
  The Caprock Group, Llc
  Boise, ID

Previous Registrations

• 2019-12-23 → 2022-06-27
  D.A. Davidson & Co.
  Spokane, WA
  Seattle, WA
  Boise, ID

Exams

• S66 Uniform Combined State Law Examination
  2019-12-20

Designations

• Certified Financial Planner

Other Names

• Christa Kunick