Kevin Arrien
Advisor at Arrian Investments, Inc.
Data sourced from SEC public records (and other sources when available). Some details may be added by the advisor after claiming their profile. Refreshed daily • Updated today.
Advisor at Arrian Investments, Inc.
Data sourced from SEC public records (and other sources when available). Some details may be added by the advisor after claiming their profile. Refreshed daily • Updated today.
Location
Boise, ID 83706
Credentials
Series 63, Series 65
Industry experience
33 years
Kevin Arrien is a financial advisor with Arrian Investments, Inc. in Boise, ID, holding Series 63 and Series 65 credentials with 33 years of industry experience. He has worked with Arrian Investments since 1998 and Joyce Capital, Inc. since 2006, where he also serves as owner of a loan agency consulting for agricultural businesses. Additionally, he is a licensed notary public and an independent insurance agent. Arrian Investments provides discretionary asset management, financial planning, and consulting services to individuals, high-net-worth clients, and businesses. The firm manages approximately $189.4 million in discretionary assets and offers tailored portfolio management combining strategic and tactical asset allocation, with regular account reviews.
Based on Arrian Investments, Inc.
Tiered fee schedule ranging from 1.50% to 0.50% annually applied on a blended basis; exact tiers customized per client agreement
Commissions received by associated persons for insurance product sales, separate from advisory fees
Financial planning and consulting services hourly fees ranging from $100 to $275 per hour, with possible variation
Minimum fee: Minimum annual fee of $300 for asset management clients; may be waived for individual clients
4477 West Emerald Street, Suite A100
Boise, ID 83706
Idaho · Texas
Joyce Capital, Inc.
2006 - Present (20 years)
Cetera Advisors, LLC
2002 - 2022 (20 years)
Arrian Investments, Inc.
1998 - Present (28 years)
Arrian Investments, Inc.
1998 - 2024 (26 years)
Cetera Advisors, LLC
1998 - 2022 (24 years)
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Is active or affiliated with:
Insurance agent
They sell insurance products and may earn commissions on those sales.
Is not active or affiliated with:
Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
Bank
They're affiliated with a bank that may offer its own financial products and services.
Trust company
They provide trust and estate administration services, typically for separate fees.
Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
Lawyer
They provide legal services, typically billed separately.
Real estate agent
They facilitate real estate transactions and may earn commissions.
Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
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