Advisor at Roslund, John Cabell
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Firm
Roslund, John Cabell
Location
Meridian, ID
Credentials
CFP®, Series 63, Series 65
Industry experience
19 years
John Roslund is the sole advisor at Roslund, John Cabell, an independent firm based in Meridian, Idaho. He holds the CFP® designation and has 19 years of industry experience, with a career spanning over three decades at his current firm. The firm serves individual investors and trusts, offering comprehensive financial planning and investment advisory services focused on mutual funds, ETFs, individual stocks, and bonds. Its investment approach centers on asset allocation tailored to clients’ time horizons and risk tolerance, using research tools like Morningstar and Value Line, and managing accounts primarily on a non-discretionary basis with client approval required for trades.
Based on Roslund, John Cabell
1% per year, generally
$80 per hour
Meridian, ID
California · Idaho
John C. Roslund
1993 - Present (33 years)
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Trust company
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Fund sponsor
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Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
Lawyer
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Real estate agent
They facilitate real estate transactions and may earn commissions.
Other specialized services
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