Jeffrey Boettcher, financial advisor Scottsdale AZ

Jeffrey Boettcher

CRD Number: 4001659
Current Firm: Bedrock Investment Advisors

Jeffrey Boettcher (CRD# 4001659) is an Investment Advisor Representative working at Bedrock Investment Advisors in Scottsdale, AZ and has over 22 years of experience in the finance industry.

Similar Advisors
Jane Chen, financial advisor Scottsdale AZ
Jane C. Chen
CRD# 5400841
Transamerica Financial Advisors, Inc.
Similar Advisors
David Schiller, financial advisor Scottsdale AZ
David C. Schiller
CRD# 2794155
Aegis Wealth Partners, LLC
Similar Advisors
Dustin Suttle, financial advisor Scottsdale AZ
Dustin G. Suttle
CRD# 4607086
Origin Financial
Company Name Location Dates Years
Bwm Advisory LLC Scottsdale, AZ Oct 2014 - Current 7
Jeff Boettcher - Rental Property Phoenix, AZ Feb 2012 - Current 10
Bedrock Financial Services Scottsdale, AZ Nov 2010 - Current 11
Bedrock Investment Advisors Scottsdale, AZ Feb 2010 - Current 12
Bfc Planning, Inc. Scottsdale, AZ Oct 2013 - Nov 2014 1
Berthel Fisher & Company Financial Services, Inc. Scottsdale, AZ Feb 2010 - Nov 2014 4
J. Boettcher Investments, LLC Scottsdale, AZ Feb 2010 - Jan 2013 2
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Nov 1999
S65 NASAA Investment Advisors Law Examination Jun 2004
Disclosure Information

Financial Advisors are obligated to disclose any events that may influence their professional conduct or ability to advise their clients. Disclosure events are certain criminal matters, regulatory actions, civil judicial proceedings, customer complaints, arbitrations, or civil litigations, employment terminations, and financial matters in which the advisor has been involved.

Get Details on the FINRA Advisor Check site
Contact Info for Jeffrey S. Boettcher
Phone Number: 800-779-4183
Registered State(s):
  • AZ
  • FL
  • IL
  • KS
  • MI
  • NM
  • TX
  • WA
By the Numbers
  • Total Assets Under Management
  • Total Number of Accounts
  • Average Account Value
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
  • Selection of other advisers (including private fund managers)
  • Educational seminars/workshops
Types of Clients
Registered States


Ready to hire a financial advisor? Get competitive proposals from multiple advisors.

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 of 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.

If you are looking for a specific financial advisor and you can’t find them on Wealthminder, it’s likely that they are either exclusively a broker or are unlicensed - please contact us and we’ll try to help!

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.