Rodney Boelter
Rodney Boelter is a ChFC-designated registered investment advisor at Osaic Wealth, INC., based in Scottsdale, AZ, with 26 years of industry experience. Rodney operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Business Owners, Education Planning, Estate Planning, Investment Management, and 1 more. Their firm serves 574,829 clients with $200B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Osaic Wealth offers investment management through several platforms, including Advisor Managed Portfolios, Unified Managed Accounts, and Signator Managed Account Platform. Fees are negotiable and based on a percentage of the assets in your account. The fees cover advisory services, custodial services, and in some cases, transaction costs. Mutual funds and ETFs within these accounts have their own internal fees. Some programs have wrap accounts where all costs are bundled into one fee.
Location
16427 N Scottsdale Road, Suite 410, #413, Scottsdale, AZ, 85254
Get directionsHistory
Regulatory History (4)
Customer Dispute
June 2024Customer Dispute
April 2020Customer Dispute
July 2009Customer Dispute
June 2009Other Business ActivitiesSells Insurance
Rodney works as an agent at Clarified Planning, an insurance brokerage, since 2010. He dedicates about a quarter of his time to insurance sales and service for multiple insurance carriers.
Employment History
Current Registrations
Osaic Wealth, INC.Broker
Osaic Wealth, INC.
Previous Registrations
MML Investors Services, LLCBroker
MML Investors Services, LLC
Msi Financial Services, INC.
Msi Financial Services, INC.Broker
AXA Advisors, LLCBroker
The Equitable Life Assurance Society of the United StatesBroker
State Registrations12 states
You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.