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.

Current firm

BODEN WEALTH

Current firm class

independent wealth managerderived

Book size

not publicno per-advisor AUM is published by the SEC, FINRA or IAPD, and DFX estimates none

Industry start

Jul 1, 2008earliest registration or exam on IAPD

Years in industry

18derivedfrom the industry start date

Years at current firm

0derivedfrom the current registration's begin date

Prior firms

2

Current registrations

1

Registered states

1

Designations

Certified Financial Planner

Exams

S63

First exam

Jul 1, 2008

First registration

Nov 12, 2015

Dual registered

no

Other names

ANDREW M OTTO

IAPD individual key

5529204

• Occurred

  Apr 28, 2026
  Advisor changed firm

  Andrew Mcmichael Otto left Kestra Advisory Services, Llc for Boden Wealth (registered 2026-04-27)

  Form ADVobserved 6 days ago

Graph

RIA / Wealth Management

Canonical id

dfx:ria:7b1f4919-0de6-1000-ce42-a2c2d3cb9212

First observed

Nov 12, 2015

Last observed

Sep 14, 2026 7 days ago

Source families

Federal regulator filings

1 registered feed stand behind this record; each fact above carries its own dates and, where the publisher serves one, its document.

Resolution

Identity across graphs by shared identifier (CRD, CIK, EIN, ADV fund id, individual CRD) or citation; a name match is shown as a candidate and never merged.