Bedrock Investment Advisors

Bedrock Investment Advisors (CRD# 173131) is a financial advisory firm headquartered in Scottsdale, AZ. They manage $35,761,930 in 161 accounts and serve the financial needs of clients across 8 states (or territories).

By the Numbers
  • Total Assets Under Management
    36
    MILLION
  • Total Number of Accounts
    161
    ACCOUNTS
  • Average Account Value
    $222,124
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
  • 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, FL, GA, LA, NE, NY, TX, WA

Financial Advisors at Bedrock Investment Advisors
Showing 1 - 6 of 6 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 9 years of experience in the finance industry.

2
Todd R. Carmack
CRD#: 6370199
7621 E. Gray Rd. Suite C., Scottsdale, AZ 85260
78
Wealthminder
score

Todd Carmack (CRD# 6370199) is an Investment Advisor Representative working at Bedrock Investment Advisors in Scottsdale, AZ and has over 3 years of experience in the finance industry.

3
Hector L. Morales
CRD#: 6157180
2260 S 4th Ave, Ste A, Yuma, AZ 85364
78
Wealthminder
score

Hector Morales (CRD# 6157180) is an Investment Advisor Representative working at Bedrock Investment Advisors in Yuma, AZ and has over 4 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 18 years of experience in the finance industry.

5
Danny E. Ward
CRD#: 458669
7621 E. Gray Rd. Suite C., Scottsdale, AZ 85260
71
Wealthminder
score

Danny Ward (CRD# 458669) is an Investment Advisor Representative working at Bedrock Investment Advisors in Scottsdale, AZ and has over 18 years of experience in the finance industry.

6
Aaron L. Steele
CRD#: 2545726
Olympia, WA
58
Wealthminder
score

Aaron Steele (CRD# 2545726) is an Investment Advisor Representative working at Bedrock Investment Advisors in Olympia, WA and has over 23 years of experience in the finance industry.

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