Bedrock Investment Advisors

Bedrock Investment Advisors (CRD# 173131) is a financial advisory firm headquartered in Scottsdale, AZ. They manage $30,887,673 in 143 accounts and serve the financial needs of clients across 6 states (or territories).

By the Numbers
  • Total Assets Under Management
    31
    MILLION
  • Total Number of Accounts
    143
    ACCOUNTS
  • Average Account Value
    $215,998
Compensation Options
  • A percentage of assets under your management
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses (other than small businesses) or institutional clients
Types of Clients
Registered States
Advisors affiliated with a RIA are permitted to work with up to five clients in nearly-all states* without explicit registration. The map below shows states where this firm has explicit registration only.

AZ, KS, LA, MO, NE, TX

Financial Advisors at Bedrock Investment Advisors
Showing 1 - 4 of 4 top financial advisors.
1
Jerad Sorgenfrei
CRD#: 5492233
7621 E. Gray Rd. Suite C., Scottsdale, AZ 85260
93
Wealthminder
score

Jerad Sorgenfrei (CRD# 5492233) is an Investment Advisor Representative working at Bedrock Investment Advisors in Scottsdale, AZ and has over 8 years of experience in the finance industry.

2
Hector L. Morales
CRD#: 6157180
2260 S 4th Ave, Ste A, Yuma, AZ 85364
77
Wealthminder
score

Hector Morales (CRD# 6157180) is an Investment Advisor Representative working at Bedrock Investment Advisors in Yuma, AZ and has over 3 years of experience in the finance industry.

3
Todd R. Carmack
CRD#: 6370199
7621 E. Gray Rd. Suite C., Scottsdale, AZ 85260
76
Wealthminder
score

Todd Carmack (CRD# 6370199) is an Investment Advisor Representative working at Bedrock Investment Advisors in Scottsdale, AZ and has over 2 years of experience in the finance industry.

4
Jeffrey S. Boettcher
CRD#: 4001659
7621 E. Gray Rd. Suite C., Scottsdale, AZ 85260
71
Wealthminder
score

Jeffrey Boettcher (CRD# 4001659) is an Investment Advisor Representative working at Bedrock Investment Advisors in Scottsdale, AZ and has over 17 years of experience in the finance industry.

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