Bedrock Investment Advisors
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Client services
Main office
7621 E. Gray Rd. Suite C.
Scottsdale AZ 85260
Advisors at this office
3
Most active in
Arizona · Florida · Texas
Also doing business as
Bedrock Investment Advisors · Bedrock Investment Advisors, Inc. · Bedrock Investment Advisors, LLC. · Bwm Advisory LLC · Luzenske, Michael
Disclosures
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
Is active or affiliated with:
Insurance agent
They sell insurance products and may earn commissions on those sales.
Is not active or affiliated with:
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Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
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Bank
They're affiliated with a bank that may offer its own financial products and services.
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Trust company
They provide trust and estate administration services, typically for separate fees.
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Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
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Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
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Lawyer
They provide legal services, typically billed separately.
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Real estate agent
They facilitate real estate transactions and may earn commissions.
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Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Forms ADV
Quick links
Advisors at this firm
Jeffrey B
Series 63, Series 65
Scottsdale, AZ
Bedrock Investment Advisors
Jeffrey Boettcher is a financial advisor with Bedrock Investment Advisors in Scottsdale, AZ, holding Series 63 and Series 65 credentials and 21 years of industry experience. He has been with Bedrock Investment Advisors since 2014 and also founded Bedrock Financial Services in 2010, where he serves as President. Bedrock Investment Advisors is a team-based firm with five advisors, providing advisory services focused on managing client assets and investments.
James T
Series 63, Series 65
Scottsdale, AZ
Bedrock Investment Advisors
James Trueman is a financial advisor with Bedrock Investment Advisors, holding Series 63 and Series 65 licenses and bringing 42 years of industry experience. His career includes roles at Bwm Advisory, Collegium Resources, Trueman Wealth Management, and United Planners' Financial Services of America. In addition to his advisory work, he operates as an independent insurance agent. Bedrock Investment Advisors is a team-based firm with five advisors that provides investment services tailored to their clients’ needs.
Todd C
Series 65
Scottsdale, AZ
Bedrock Investment Advisors
Todd Carmack is a Series 65-licensed financial advisor at Bedrock Investment Advisors in Scottsdale, AZ, with 12 years of industry experience. He has worked with BWM Advisory LLC and Bedrock Financial Services since 2014. In addition to his advisory role, he is also an insurance agent for life and annuity products. Bedrock Investment Advisors is a small firm with three advisors, providing financial services centered on personalized client support.
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