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Boise River Financial Planning CRD 326591
$5.75M regulatory AUM 4 advisory clients
Reported services (Item 5G)
From the firm’s Form ADV. Read the guides:
Boise, ID • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| ID | RA | APPROVED | 2023-05-09 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Lilly Usa | Indianapolis | IN | 03/2014 | 11/2022 |
| Table Rock Financial Planning | Boise | ID | 11/2022 | Present |
| Boise River Financial Llc | Boise | ID | 04/2023 | Present |
New York Irrigation District Non investment-related 6616 W Overland Rd, Boise, ID 83709 NYID delivers irrigation water to water right holders in the Boise area. Elected Director Started 12/1/2023 Approximately 4 hours per month during business hours. Serve as a voting member on the board of directors for the New York Irrigation District. Board oversight includes billing, budgeting, expenses, and user rates.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2021-11-17 |
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