Robert
Ogden

Golden State Wealth Management, LLC

CRD#1317619
Investment Advisor
in Santa Maria, CA

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About this Advisor

Robert Ogden is a certified financial planner based out of Santa Maria, California who has 4 years of industry experience. Ogden is an advisor for Golden State Wealth Management, LLC. Throughout their career, they have worked at Lpl Financial, LLC, Ogden Wealth Management & Planning Services, LLC, Robert Ogden, Cpa and Golden State Wealth Management, LLC. Ogden maintains Series 63 and Series 65 licenses, qualifying them as both a securities agent and an investment advisor representative, and can serve investors in California. Golden State Wealth Management, LLC is an advisory firm that has its headquarters in Santa Ana, CA. The company has offices in 34 locations and a total of 79 employees. It manages $1 billion in total assets among its 5,682 customer accounts, placing it among the biggest investment advisory firms in the country by assets under management. The firm advises 10 charities and foundations. Of its 5,682 accounts, 37% are associated with high-net-worth individuals who have at least $1 million in assets. Golden State Wealth Management, LLC provides a broad set of services, including financial planning services, portfolio management for individuals and small businesses, portfolio management for institutional clients, pension consulting services and selection of other advisers. Fees for financial management usually depend on which services the firm provides the client. Fees charged by Golden State Wealth Management, LLC most likely include any blend of asset-based and other fees.

Certifications and Registrations

Series 63, Series 65, CERTIFIED FINANCIAL PLANNER™

Years Registered*

4 years

Services Offered

Financial planning services, Portfolio management for individuals and/or small businesses, Portfolio management for businesses or institutional clients, Pension consulting services, Selection of other advisers

Fee Structure

Percentage of Assets, Others

Office Location

411 E. Betteravia Road #101
Santa Maria, CA 93454

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Golden State Wealth Management, LLC Brokerage Details

Total Assets Under Management

$1,415,233,203

CA Average: $7,578,581,321
Total Number of Employees

79

CA Average: 43
Total Number of Accounts

5,682

CA Average: 3,727
Average Account Size

$249,073

CA Average: $2,033,427

Investment Advisory Services

  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses or institutional clients
  • Pension consulting services
  • Selection of other advisers

Robert Ogden Work History

Robert has been registered as a financial advisor for 4 years.*

2019 - Present (5 years)

Golden State Wealth Management, LLC

2002 - Present (22 years)

Lpl Financial, LLC

2002 - Present (22 years)

Robert Ogden, Cpa

2012 - 2019 (7 years)

Ogden Wealth Management & Planning Services, LLC

*The number of years registered in this profile is calculated by taking the year of an advisor's first active registration and subtracting it from the current year.

Disclosures

Please visit the SEC profile of Robert Ogden to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.

Financial Advisors at Golden State Wealth Management, LLC

Daniel Poppers
Granite Bay, CA
Robert Fleming
San Diego, CA
Alexandre Murphy
Santa Ana, CA
Travis Fago
Santa Ana, CA
Patrick Jeffs-Catone
Santa Ana, CA
John Nahas
Santa Ana, CA
Mario Vasquez
Santa Ana, CA
Keith Martel
Calabasas, CA

The content in this profile was updated by SmartAsset on 4/16/2023. All advisor details come from publicly available data, and we cannot guarantee the accuracy of the content. We are unable to make individual profile updates. If you want your profile removed temporarily or permanently, please contact profile-compliance@smartasset.com.

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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 the use of by individuals who successfully complete CFP Board’s initial and ongoing certification requirements.

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