Andrew Mcmichael Otto
Investment adviser representative at Boden Wealth
14 yearsExperience
1 stateRegistered in
CFP® certificationDesignation
$581.8MFirm assets
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How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assetsHourlyFixed or flat fee
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
Experience
14 years in the industry.
- Boden WealthApr 2026 to now
- Ni Acquisitions Company, LLC, Doing Business As Boden WealthApr 2026 to now
- Questmont Strategic Wealth AdvisorsDec 2019 to now
- Cetera Investment Advisers LLCDec 2015 to now
- Cetera Investment Services LLCSep 2013 to now
- F&m Trust CoApr 2012 to now
- Kestra Advisory Services, LLC.Jan 2020 to Apr 2026
- Kestra Investment Services, LLC.Jan 2020 to Apr 2026
- BNY Mellon Wealth ManagementMay 2018 to Aug 2019
Designations
- CFP® certification
Exams passed
- Series 63 · Uniform Securities Agent State Law2008
State registrations
Registered as an investment adviser representative in 1 state (PA).
Boden Wealth
Legal name: Ni Acquisitions Company LLC
$581.8MAssets managed
1,212Clients
6Advisers
Under 1 yearIn business
Official records
SEC data as of Sep 29, 2026. Registrations and firm details can change; confirm current status on the SEC's Investment Adviser Public Disclosure (opens in a new tab) site.
- Individual CRD
- 5529204
- Firm CRD
- 340590