Investment advisers in Idaho are regulated by the state’s Department of Finance in addition to any federal regulatory bodies.
A condition for licensing to offer advisory services in Idaho is that you obtain a $25,000 surety bond.
You are automatically approved for the $25,000 Idaho investment adviser bond. There is no credit check, nor review by an underwriter.
To obtain your surety bond, we will only need the following:
Again, you will not be denied the investment adviser bond; there is no credit check so you are, in fact, approved. However, we will need both of these items to issue the bond to you.
The premium is just $375 annually, and once paid, our agency issues this bond to you immediately.
Your bond (and premium) renew annually. Our agency also offers you a premium prepayment option which will save you over year to year renewals of your surety bond’s premium.
The premium prepayment options and savings are as follows:
The bond is a financial guarantee which protects consumers from violations of the Uniform Securities Act (2004), as also any future amendments.
AmeriPro Surety Bonds is a surety bonds-only agency. We provide investment adviser surety bonds in all states where it is required by law in all 50 states.
Our agency also provides hundred of other license and permit bonds nationwide. Please call our agency today at:
Or, you may fill out the form below and an agent will contact you…