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Richard Keith Boss

Table Rock Financial Planning

Boise, ID

CRD 5636537

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Employer firm

Table Rock Financial Planning CRD 149401

$39.4M regulatory AUM 58 advisory clients

Reported services (Item 5G)

  • Financial planning
  • Portfolio management (individuals)

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

Current Employers
Table Rock Financial Planning

Boise, ID • United States

Current Registrations

AuthorityCategoryStatusDate
TX RA APPROVED 2020-05-07
ID RA APPROVED 2014-06-10
  • TX RA
    APPROVED
    Since 2020-05-07
  • ID RA
    APPROVED
    Since 2014-06-10

Branch Locations

Boise, ID • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Table Rock Financial Planning Boise ID 01/2009 Present
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2008-11-26
  • S65 Uniform Investment Adviser Law Examination
    2008-11-26
Designations
  • Certified Financial Planner

View on SEC IAPD

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