Kerfoot Wealth Management, LLC

Kerfoot Wealth Management, LLC (CRD# 169382) is a financial advisory firm headquartered in Post Falls, ID. They serve the financial needs of clients across 3 states (or territories).

Current Firm Details
1869 E Seltice Way, #128, Post Falls, ID 83854
https://www.facebook.com/kerfootfinancial.1
By the Numbers
  • Total Assets Under Management
    0
    MILLION
  • Total Number of Accounts
    0
    ACCOUNTS
  • Average Account Value
    $0
Compensation Options
  • Hourly charges
  • Fixed fees (other than subscription fees)
  • Other
Advisory Services Offered
  • Financial planning services
  • Selection of other advisers (including private fund managers)
Types of Clients
Registered States
The map below shows states where this firm has explicit registration only.

ID, NV, TX

Financial Advisors at Kerfoot Wealth Management, LLC
Showing 1 - 1 of 1 top financial advisors.
1
Thomas Kerfoot, financial advisor Rathdrum ID
Thomas P. Kerfoot
CRD#: 4485660
Rathdrum, ID

Thomas Kerfoot (CRD# 4485660) is an Investment Advisor Representative working at Kerfoot Wealth Management, LLC in Rathdrum, ID and has over 22 years of experience in the finance industry.

Our primary data source is public filings of Form ADV as published by the Securities and Exchange Commission (SEC) and made available in accordance with the Freedom of Information Act (FOIA). Supplementary information may be provided by listed advisors or their representatives.

Because many firms provide a variety of products or services, an individual may or may not be registered to operate under all services provided by the firm.

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