Kiersten Adling, financial advisor Park City UT
89 score

Kiersten Adling

CRD Number: 6291844
Current Firm: The Caprock Group, Inc.

Kiersten Adling (CRD# 6291844) is an Investment Advisor Representative working at The Caprock Group, Inc. in Park City, UT and has over 2 years of experience in the finance industry.

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Company Name Location Dates Years
The Caprock Group, Inc. Boise, ID Jul 2013 - Current 3
Db Fitzpatrick Boise, ID Jun 2006 - Jul 2013 7
Exam Code Name Passed Date
S65 NASAA Investment Advisors Law Examination Mar 2014
Contact Info for Kiersten J. Adling
Phone Number: (208) 368-9600
Firm Website:
Registered State(s):
  • ID
By the Numbers
  • Total Assets Under Management
  • Total Number of Accounts
  • Average Account Value
Compensation Options
  • A percentage of assets under your management
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for pooled investment vehicles (other than investment companies)
  • Portfolio management for businesses (other than small businesses) or institutional clients
  • Pension consulting services
  • Selection of other advisers (including private fund managers)
  • Other
Types of Clients
Registered States


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Clean Record
This advisor has a clean track record with regulators.

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