John Roslund
Roslund, John Cabell · Meridian, Idaho
John Roslund is a fee-only financial advisor at Roslund, John Cabell in Meridian, Idaho, who holds the CFP credential. Roslund, John Cabell reports charging a percentage of assets and hourly fees on its Form ADV.
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Facts
| Firm | Roslund, John Cabell |
|---|---|
| Based in | Meridian, Idaho |
| Fee model (firm's Form ADV) | Percentage of assets · Hourly |
| Assets under management | $44.4M across 81 accounts |
| Credentials | CFP |
| SEC registration | Investment adviser representative in CA, ID · CRD 1740781 |
| Exams passed | Series 63 (1999) · Series 65 (1998) |
| Firm size | 1 employee |
| Disclosures | None reported |
How John's firm compares
- Roslund, John Cabell's average account is about $549,000, from its Form ADV (assets managed divided by 81 accounts).
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Questions about John
Is John Roslund a fee-only financial advisor?
Yes, according to SEC records as of October 29, 2026: John holds no broker registration, and Roslund, John Cabell reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency on its Form ADV.
How does John charge for financial advice?
John's firm, Roslund, John Cabell, reports charging a percentage of assets and hourly fees on its SEC Form ADV.
Where is John Roslund based?
John Roslund is based in Meridian, Idaho.
What credentials does John Roslund hold?
John Roslund holds the CFP credential.
Is John Roslund registered with the SEC?
Yes. John Roslund is registered as an investment adviser representative in CA and ID (CRD 1740781), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.
How much does Roslund, John Cabell manage?
Roslund, John Cabell reports $44.4M across 81 accounts in assets under management.
How do I contact John Roslund?
Contact details aren't on file yet. Search for Roslund, John Cabell.
What these terms mean: fee-only · fiduciary · CFP · CRD number · all terms
Where this information comes from
- SEC adviser records : the firm's Form ADV reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency, and the advisor holds no broker registration
- SEC Investment Adviser Public Disclosure : registration, exams, and the firm's Form ADV, data as of October 29, 2026
- Directory listing last checked October 30, 2026.
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