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RIA / WealthAdvisor26 years in industry

JEFFREY STUART BOETTCHER

Advisor at BEDROCK INVESTMENT ADVISORS

SCOTTSDALE, AZ

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Data as of Sep 14, 2026 (this record's last observation) from federal regulator filings. Page built Sep 20, 2026, 5:26 AM UTC and rebuilt at most every 15 minutes.

Relationships: 6
Dated events: 0
On other graphs: 0
Observed: Jan 7, 2005 to Sep 14, 2026

Across DFX

This entity has not been resolved onto another DFX graph by a shared identifier. A name match elsewhere would be a candidate, never an identity, and none is recorded.

Facts

fact = as filed or announced; derived = computed by DFX; estimate = a band, never a point

Current firm: BEDROCK INVESTMENT ADVISORS
Current firm class: former SEC adviserderived
Book size: not publicno per-advisor AUM is published by the SEC, FINRA or IAPD, and DFX estimates none
Industry start: Nov 17, 1999earliest registration or exam on IAPD
Years in industry: 26derivedfrom the industry start date
Years at current firm: 11derivedfrom the current registration's begin date
Prior firms: 5
Current registrations: 1
Registered states: 2
Exams: S65|S63
First exam: Nov 17, 1999
First registration: Jan 7, 2005
Dual registered: no
Other names: JEFFREY S. BOETTCHER
IAPD individual key: 4001659

Registration history

registration spans on IAPD; the basis says whether the span is a current registration or a prior employment record

Firm	Class	Began	Ended	Current	Branch	Basis
BEDROCK INVESTMENT ADVISORS	Former SEC adviser	Nov 4, 2014	n/a	yes	SCOTTSDALE, AZ	Current employment
BEDROCK INVESTMENT ADVISORS	Former SEC adviser	Nov 4, 2014	Dec 31, 2024	no	SCOTTSDALE, AZ\|Olympia, WA	Previous registration
BFC PLANNING, INC.	Bd affiliated wealth	Oct 17, 2013	Nov 6, 2014	no	SCOTTSDALE, AZ\|CEDAR RAPIDS, IA	Previous registration
BERTHEL FISHER & COMPANY FINANCIAL SERVICES, INC.	Bd affiliated wealth	Mar 2, 2010	Nov 6, 2014	no	SCOTTSDALE, AZ\|Cedar Rapids, IA\|SCOTTSDALE, AZ	Previous registration
WELLS FARGO ADVISORS	Wirehouse	Mar 27, 2008	Feb 25, 2010	no	GLENDALE, AZ	Previous registration
BANC OF AMERICA INVESTMENT SERVICES, INC.	n/a	Jan 7, 2005	Mar 17, 2008	no	SCOTTSDALE, AZ\|SCOTTSDALE, AZ	Previous registration

Moves

a move is two registration dates; a bulk corporate re-registration is typed BULK_TRANSFER and is not a move

From	To	Left	Joined	Gap, days	Kind	Move type
BFC PLANNING, INC.	BEDROCK INVESTMENT ADVISORS	Nov 6, 2014	Nov 4, 2014	-2	Firm change	Other
BERTHEL FISHER & COMPANY FINANCIAL SERVICES, INC.	BFC PLANNING, INC.	Nov 6, 2014	Oct 17, 2013	-385	Firm change after gap	Other
WELLS FARGO ADVISORS	BERTHEL FISHER & COMPANY FINANCIAL SERVICES, INC.	Feb 25, 2010	Mar 2, 2010	5	Firm change	Other
BANC OF AMERICA INVESTMENT SERVICES, INC.	WELLS FARGO ADVISORS	Mar 17, 2008	Mar 27, 2008	10	Firm change	Other

Relationships

Registered with (5)

→ BEDROCK INVESTMENT ADVISORSRegistered adviserregistration: previous registration
Nov 4, 2014 to Dec 31, 2024factForm ADV
→ BFC PLANNING, INC.Registered adviserregistration: previous registration
Oct 17, 2013 to Nov 6, 2014factForm ADV
→ BERTHEL FISHER & COMPANY FINANCIAL SERVICES, INC.Registered adviserregistration: previous registration
Mar 2, 2010 to Nov 6, 2014factForm ADV
→ WELLS FARGO ADVISORSRegistered adviserregistration: previous registration
Mar 27, 2008 to Feb 25, 2010factForm ADV
→ BANC OF AMERICA INVESTMENT SERVICES, INC.Registered adviserregistration: previous registration
Jan 7, 2005 to Mar 17, 2008factForm ADV

Dated events

No dated event names this entity yet.