The 401k Source, Inc.

The 401k Source, Inc. (CRD# 133135) is a financial advisory firm headquartered in Boise, ID. They manage $70,000,000 in 180 accounts and serve the financial needs of clients across 1 states (or territories).

By the Numbers
  • Total Assets Under Management
    70
    MILLION
  • Total Number of Accounts
    180
    ACCOUNTS
  • Average Account Value
    $388,889
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Pension consulting services
  • Educational seminars/workshops
  • Other
Types of Clients
Registered States
Advisors affiliated with a RIA are permitted to work with up to five clients in nearly-all states* without explicit registration. The map below shows states where this firm has explicit registration only.

ID

Financial Advisors at The 401k Source, Inc.
Showing 1 - 3 of 3 top financial advisors.
1
Thomas D. Turner
CRD#: 2328021
1649 W. Shoreline Drive, Suite 102, Boise, ID 83702
93
Wealthminder
score

Thomas Turner (CRD# 2328021) is an Investment Advisor Representative working at The 401k Source, Inc. in Boise, ID and has over 19 years of experience in the finance industry.

2
Nicholas A. Fulcher
CRD#: 6089187
1649 W. Shoreline Drive, Suite 102, Boise, ID 83702
90
Wealthminder
score

Nicholas Fulcher (CRD# 6089187) is an Investment Advisor Representative working at The 401k Source, Inc. in Boise, ID and has over 4 years of experience in the finance industry.

3
Michael K. McDaniel
CRD#: 4041818
1649 W. Shoreline Drive, Suite 102, Boise, ID 83702
48
Wealthminder
score

Michael McDaniel (CRD# 4041818) is an Investment Advisor Representative working at The 401k Source, Inc. in Boise, ID and has over 17 years of experience in the finance industry.

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