Bedrock Investment Advisors
About this Advisor
Jeffrey Boettcher is an investment advisor in Scottsdale, Arizona. Currently a registered investment advisor at Bedrock Investment Advisors, they have accrued 10 years of professional experience in the financial advisory industry. Boettcher has Series 63 and Series 65 licenses, which designate them as both a securities agent and an investment advisor representative. Boettcher is registered to act as a financial advisor based out of Arizona, Louisiana and Texas. Over the course of their career, they have held roles at Berthel Fisher & Company Financial Services, Inc, J. Boettcher Investments, LLC, Bedrock Financial Services, Bedrock Investment Advisors, LLC, Jeff Boettcher - Rental Property, Bfc Planning, Inc and Bwm Advisory LLC. Bedrock Investment Advisors is based out of Scottsdale, Arizona, and operates out of four other brick-and-mortar locations in the United States. As a company, Bedrock Investment Advisors manages $30 million in assets covering 165 client accounts and retains nine staff members. The amount of assets the firm manages makes it one of the smaller financial advisory firms in the country. All of the firm's accounts are managed on a discretionary basis, meaning the advisor makes investment decisions at their discretion. Currently 2% of the firm's clients are high-net-worth individuals, meaning they have more than $1 million in investable assets. Bedrock Investment Advisors provides financial planning services, portfolio management for individuals and small businesses, selection of other advisers and publication of newsletters. The firm may charge clients asset-based and fixed fees.
Certifications and Registrations
Years of Experience
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Bedrock Investment Advisors Brokerage Details
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Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Selection of other advisers
- Publication of periodicals or newsletters
Jeffrey Boettcher Work History
Jeffrey has 10 years of experience.
Bwm Advisory LLC
Bfc Planning, Inc
Jeff Boettcher - Rental Property
Bedrock Investment Advisors, LLC
Berthel Fisher & Company Financial Services, Inc
Bedrock Financial Services
J. Boettcher Investments, LLC
Jeffrey Boettcher has disclosures.
Please visit their SEC profile for more details.
Financial Advisors at Bedrock Investment Advisors
Certified Financial Planner Board of Standards, Inc. (CFP Board) owns the certification marks CFP® and CERTIFIED FINANCIAL PLANNER™ in the United States, which it authorizes use of by individuals who successfully complete CFP Board’s initial and ongoing certification requirements.