Robert Ogden
Robert Ogden is a CFP-designated registered investment advisor at Golden State Wealth Management, LLC, based in Santa Maria, CA, with 28 years of industry experience. Robert operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Education Planning, Estate Planning, Financial Planning & Coaching, Investment Management, and 3 more. Their firm serves 3,888 clients with $1.8B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Golden State Wealth Management charges a maximum of 2.00% annually for asset management and comprehensive portfolio management services. The exact fee will be outlined in your advisory agreement. Fees are calculated based on the value of your account and billed quarterly in advance. Fees are negotiable.
Location
411 E. Betteravia Road #101, Santa Maria, CA, 93454
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.
Learn about disclosures →Other Business ActivitiesSells Insurance
Robert provides investment advisory services through Golden State Wealth Management, LLC, dedicating nearly full-time hours to this activity. He also operates as a CPA/bookkeeper/tax preparer, spending about 20% of his time on these services, and has several DBAs related to wealth management.
Employment History
Current Registrations
Golden State Wealth Management, LLC
LPL Financial LLCBroker
Previous Registrations
Ogden Wealth Management & Planning Services, LLC
LPL Financial LLC
Sutro & CO. IncorporatedBroker
Dean Witter Reynolds INC.Broker
Vestcap Securities CorporationBroker
State Registrations13 states
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