Jeffrey Boettcher
Jeffrey Boettcher is a registered investment advisor at Bedrock Investment Advisors, based in Scottsdale, AZ, with 21 years of industry experience. Jeffrey operates on a fee-only basis, meaning they do not earn commissions from product sales. Their firm serves 224 clients with $50M in assets under management.
Compensation
Firm Size
IM Fee
Assets Under Management
Location
7621 E. Gray Rd. Suite C., Scottsdale, AZ, 85260
Get directionsHistory
Regulatory History (3)
Customer Dispute
August 2008Customer Dispute
December 2006Customer Dispute
January 2003Other Business ActivitiesSells Insurance
Jeffrey is the President of Bedrock Financial Services (BFS) since 2010, dedicating about half of his time to this outside business activity. BFS is an investment-related business tied to the fixed/indexed annuity sales of Jeffrey and other agents he supervises.
Employment History
Current Registrations
Bedrock Investment Advisors
Previous Registrations
Bedrock Investment Advisors
Bfc Planning, INC.
Berthel Fisher & Company Financial Services, INC.
Wells Fargo Advisors, LLC
Banc of America Investment Services, INC.
State Registrations3 states
You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.