Unclaimed Profile

Michael Kenneth Boren

CLEARWATER ADVISORS, LLC·BOISE, Idaho

Series 7, Series 8, Series 24, Series 28, Series 63Clean record26 years registeredCLEARWATER ADVISORS, LLC

101 S. CAPITOL BLVD, BOISE, ID 83702CRD# 1742976Firm CRD# 116865

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed

Identity

Michael Kenneth Boren · BOISE, ID

Registration

CRD #1742976 · CLEARWATER ADVISORS, LLC · 26 years registered

Brand Profile

Not yet started

Career History

No current investment adviser registration

Last registered firm: CLEARWATER ADVISORS, LLC

CLEARWATER ADVISORS, LLC

Sep 2002 – Jan 2022

BOISE, ID

SAWTOOTH INVESTMENT MANAGEMENT LLC

Jul 2000 – Apr 2010

BOISE, ID

Registrations & Exams

FINRA examinations passed

Series 7

Series 8

Series 24

Series 28

Series 63

Registration record

First registered · July 21, 2000

Years registered · 26

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD. Verify on FINRA BrokerCheck →

Firm Overview

Firm

CLEARWATER ADVISORS, LLC

CRD 116865 · SEC 801-60686

AUM

$3.8B

Regulatory assets under management

Employees

78 client accounts

Services offered by CLEARWATER ADVISORS, LLC

Per Form ADV

Portfolio management (individuals)

Selection of other advisers

Other

Client types served by the firm

Per Form ADV

Individuals

View all advisors at CLEARWATER ADVISORS, LLC →

Introduction

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Frequently Asked Questions

What services does Michael Kenneth Boren offer?

Michael Kenneth Boren specializes in Investment Management, Wealth Management.

What are Michael Kenneth Boren's credentials?

Michael Kenneth Boren is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.

Where is Michael Kenneth Boren located?

Michael Kenneth Boren is based in BOISE, Idaho, last registered with CLEARWATER ADVISORS, LLC.

How does Michael Kenneth Boren charge for services?

Michael Kenneth Boren's firm is compensated through percentage of aum, subscription fees. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.

How large is CLEARWATER ADVISORS, LLC?

CLEARWATER ADVISORS, LLC has approximately 10 employees and manages $3.8B in regulatory assets under management. The firm is registered with the SEC as an investment adviser.

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