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KA

Kevin G. Arrien

ARRIEN INVESTMENTS
Boise, ID 83706
Some features on this profile are disabled
CRD#: 2196243
KA

Professional summary

Kevin Gerard Arrien is a registered financial advisor currently at ARRIEN INVESTMENTS, INC. located in Boise, Idaho.

Kevin is registered as an IAR (Investment Advisor Representative) and started their career in finance in 1991. Kevin has worked at 7 firms and has passed the Series 65, Series 63, SIE, Series 31 and Series 7 exams.

Question & Answer

Are you a "fiduciary"?
Yes

Aliases

None

Other business activities

Outside business activity is any business or activity undertaken by an advisor that is outside the scope of their relationship with their firm (e.g., consulting services, real estate, freelance work, teaching, etc.). Investors should stay informed about these activities to ensure no conflicts of interest.
The advisor shows no other business activity.

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Kevin Gerard Arrien's CRS (Customer Relationship Summary).
CRS (Customer Relationship Summary)

Certified licenses

Advisors may have various certifications and credentials from different organizations. AdvisorCheck highlights these seven certifications - AIF®, CFP®, ChFC®, CFA, CLU®, CIMA®, CPWA®
None

Experience

Current

July 17, 2022 - Present

ARRIEN INVESTMENTS, INC.

Office #1: 4477 West Emerald Street Suite A100, Boise, ID 83706
RIA
CRD#: 321819
Boise, ID
Past

June 25, 2002 - August 10, 2022

CETERA ADVISORS LLC

RIA
CRD#: 10299
BOISE, ID
Past

February 27, 1998 - August 10, 2022

CETERA ADVISORS LLC

BD
CRD#: 10299
BOISE, ID
Past

December 24, 1996 - March 3, 1998

MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED

BD
CRD#: 7691
NEW YORK, NY
Past

October 6, 1992 - January 17, 1997

KEY INVESTMENTS INC.

BD
CRD#: 15873
CLEVELAND, OH
Past

September 4, 1992 - October 13, 1992

SUNAMERICA SECURITIES, INC.

BD
CRD#: 20068
PHOENIX, AZ
Past

December 11, 1991 - April 6, 1992

IDS LIFE INSURANCE COMPANY

BD
CRD#: 6321
MINNEAPOLIS, MN
Past

December 11, 1991 - April 6, 1992

AMERIPRISE FINANCIAL SERVICES, LLC

BD
CRD#: 6363
MINNEAPOLIS, MN

Primary Firm SEC Registration

This SEC-registered firm can serve clients nationwide. Some states may require the firm to submit a notice filing if the firm has more than 5 clients or a physical office there. You can view these state-level filings under the section titled "State Registrations and Notice Filings".
AI
ARRIEN INVESTMENTS, INC.
ARRIEN INVESTMENTS, INC.

CRD#: 321819 / SEC#: 801-125988

RIA
Registered Investment Advisory firm - (6/27/2022 Approved)

State Registrations and Notice Filings

Listed states reflect where the advisor is authorized to serve clients under state regulations.

IAR
means the advisor is registered as an Investment Advisor Representative in this state and is authorized to provide investment advice to clients there.

Highlighted states indicate IAR registrations

IAR
Idaho
(7/17/2022)
IAR
Texas
(7/17/2022)

Exams

State Security Law Exam
IAR
Series 65
Date: 10/14/1995
Uniform Investment Adviser Law Examination
State Security Law Exam
RR
Series 63
Date: 12/7/1991
Uniform Securities Agent State Law Examination
General Industry/Product Exam
RR
SIE
Date: 10/1/2018
Securities Industry Essentials Examination
General Industry/Product Exam
RR
Series 31
Date: 10/11/2010
Futures Managed Funds Examination
General Industry/Product Exam
RR
Series 7
Date: 11/25/1991
General Securities Representative Examination

Current Firm

AI
ARRIEN INVESTMENTS, INC.
ARRIEN INVESTMENTS, INC.

CRD#: 321819 / SEC#: 801-125988

RIA
Registered Investment Advisory firm - (6/27/2022 Approved)
PREMIUM
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Trends, Not Just SnapshotsMonitor firm stability metrics like AUM and advisor ratios over time.

Contact information

Main Address
4477 West Emerald Street Suite A100, Boise, ID 83706
Mailing Address
Phone number
(208) 338-1520
Established
Firm type
Fiscal year end
# of Employees
6

SEC notice filing (7 States and Territories)

Blank US states mapAlaskaHawaiiAlabamaArkansasArizonaCaliforniaColoradoConnecticutDelawareFloridaGeorgiaIowaIdahoIllinoisIndianaKansasKentuckyLouisianaMassachusettsMarylandMaineMichiganMinnesotaMissouriMississippiMontanaNorth CarolinaNorth DakotaNebraskaNew HampshireNew JerseyNew MexicoNevadaNew YorkOhioOklahomaOregonPennsylvaniaRhode IslandSouth CarolinaSouth DakotaTennesseeTexasUtahVirginiaVermontWisconsinWest VirginiaWyoming

Documents

Customer Relationship Summary (CRS / SEC)Latest Form ADV

Part 2 Brochures

ARRIEN INVESTMENTS, INC. FORM ADV 2A BROCHURE (4/25/2025)

Regulatory assets under management

Total Number of Accounts831
AUM (Assets Under Management)$ 189,444,579

Red Flags

Disclosures can be potential red flags, including customer disputes, regulatory fines, employer terminations, bankruptcies, judgments, liens, or certain criminal activities.

Check for any disclosures as part of your thorough research when choosing an advisor.

Company Information

ARRIEN INVESTMENTS, INC.

CRD#: 321819Boise, ID 83706

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