Carl Boedecker, financial advisor Rye NH

Carl Boedecker

CRD Number: 4807795
Current Firm: Seaport Financial Planning, LLC

Carl Boedecker (CRD# 4807795) is an Investment Advisor Representative working at Seaport Financial Planning, LLC in Rye, NH and has over 19 years of experience in the finance industry.

Similar Advisors
Paul Accardi, financial advisor Rye NH
Paul M. Accardi
CRD# 4429381
Lpl Financial LLC
Similar Advisors
Thad Ackerman, financial advisor Rye NH
Thad J. Ackerman
CRD# 5324751
Silver Maple Financial, LLC
Similar Advisors
Christopher Adams, financial advisor Rye NH
Christopher C. Adams
CRD# 6002683
Edward Jones
Company Name Location Dates Years
Stonex Securities Inc. Rye, NH Dec 2019 - Current 4
Seaport Financial Planning, LLC Rye, NH Sep 2004 - Current 19
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Sep 2004
S65 NASAA Investment Advisors Law Examination Jun 2007
Contact Info for Carl J. Boedecker
Phone Number: 603-379-2633
Registered State(s):
  • ME
  • MA
  • NH
  • TX
By the Numbers
  • Total Assets Under Management
    43
    MILLIONS
  • Total Number of Accounts
    140
    ACCOUNTS
  • Average Account Value
    $303,634
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
Types of Clients
Registered States

MA, ME, NH, TX

Ready to hire a financial advisor? Get competitive proposals from Carl Boedecker and other advisors.
BADGES

About Wealthminder

Wealthminder was created for one simple reason: To help people get the financial assistance they need to achieve their long-term financial goals.

Wealthminder is a database derived from SEC.gov data covering every Investment Advisor Representative in the country. We work hard to collect and provide you the information you need to find a financial advisor who’s right for you.

Finding a Financial Advisor through Wealthminder

Historically finding and hiring a financial advisor was hard. Wealthminder was built to make the process much easier.

The best way to use Wealthminder is to take advantage of our free proposal system. All you have to do is take a few minutes of your time to describe your situation and the assistance you are looking for.

Wealthminder then sends your request to our network of prescreened financial advisors. If a financial advisor is interested in your business, they will submit a proposal to you.

You review the proposals you receive and decide if you’d like to have a follow-up call with one or more of the financial advisors.

Throughout the process, you maintain control. We only share your contact information with a financial advisor once you ask for an introduction.