Jeffrey
Boettcher

Bedrock Investment Advisors

CRD#4001659
Investment Advisor
in Scottsdale, AZ

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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

Series 63, Series 65

Years of Experience

10 years

Services Offered

Financial planning services, Portfolio management for individuals and/or small businesses, Selection of other advisers, Publication of periodicals or newsletters

Fee Structure

Percentage of Assets, Fixed Fees

Disclosures

Yes

Office Location

7621 E. Gray Rd. Suite C.
Scottsdale, AZ 85260

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Bedrock Investment Advisors Brokerage Details

Total Assets Under Management

$29,507,382

AZ Average: $1,555,372,352
Total Number of Employees

9

AZ Average: 37
Total Number of Accounts

165

AZ Average: 1,370
Average Account Size

$178,833

AZ Average: $1,135,308

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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.

2014 - Present (8 years)

Bwm Advisory LLC

2013 - Present (9 years)

Bfc Planning, Inc

2012 - Present (10 years)

Jeff Boettcher - Rental Property

2011 - Present (11 years)

Bedrock Investment Advisors, LLC

2010 - Present (12 years)

Berthel Fisher & Company Financial Services, Inc

2010 - Present (12 years)

Bedrock Financial Services

2010 - 2013 (3 years)

J. Boettcher Investments, LLC

Disclosures

Jeffrey Boettcher has disclosures.

Please visit their SEC profile for more details.

Financial Advisors at Bedrock Investment Advisors

Jeffrey Boettcher
Scottsdale, AZ
Aaron Steele
Scottsdale, AZ
Hector Morales
Yuma, AZ
Andrew Ruckstaetter
Chicago, IL
Mark Cussen
Scottsdale, AZ
Dennis Snoozy
Phoenix, AZ
Todd Carmack
Scottsdale, AZ
James Trueman
Scottsdale, AZ

The content in this profile was updated on 08/06/2020, using data compiled from the SEC and FINRA.

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.

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