The 401k Source, Inc.

The 401k Source, Inc. (CRD# 133135) is a financial advisory firm headquartered in Boise, ID. They manage $91,321,892 in 367 accounts and serve the financial needs of clients across 1 states (or territories).

Current Firm Details
1649 W. Shoreline Drive, Suite 102, Boise, ID 83702
http://www.the401ksourceboise.com/
By the Numbers
  • Total Assets Under Management
    91
    MILLION
  • Total Number of Accounts
    367
    ACCOUNTS
  • Average Account Value
    $248,833
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
The map below shows states where this firm has explicit registration only.

ID

Financial Advisors at The 401k Source, Inc.
Showing 1 - 2 of 2 top financial advisors.
1
Michael McDaniel, financial advisor Boise ID
Michael K. McDaniel
CRD#: 4041818
1649 W. Shoreline Drive, Suite 102, Boise, ID 83702

Michael McDaniel (CRD# 4041818) is an Investment Advisor Representative working at The 401k Source, Inc. in Boise, ID and has over 24 years of experience in the finance industry.

2
Thomas Turner, financial advisor Boise ID
Thomas D. Turner
CRD#: 2328021
1649 W. Shoreline Drive, Suite 102, Boise, ID 83702

Thomas Turner (CRD# 2328021) is an Investment Advisor Representative working at The 401k Source, Inc. in Boise, ID and has over 26 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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