Boden Wealth
We strive to empower our community through selfless service, building relationships, and driving positive lasting impact. email us: welcome@bodenwealth.com bodenwealth.com finra.org sipc.org Securities offered through Kestra Investment Services, LLC,(Kestra IS), Member FINRA/SIPC. Investment Advisory Services offered through Kestra Advisory Service, LLC,(Kestra AS) an affiliate of Kestra IS. Boden Wealth is not affiliated with Kestra IS or Kestra AS. Investor Disclosures: This site is published for residents of the United States only. Registered Representatives of Kestra IS and Investment Advisor Representatives of Kestra AS may only conduct business with residents of the states and jurisdictions in which they are properly registered. Therefore, a response to a request for information may be delayed. Not all products and services referenced on this site are available in every state and through every representative or advisor listed. For additional information, please contact our Compliance Department at 844-5-KESTRA (844-553-7872). The web site links referenced are being provided strictly as a courtesy. Neither us, nor Kestra IS or Kestra AS are liable for any direct or indirect technical or system issues or any consequences arising out of your access to or your use of the links provided.
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Verified contacts
13
available on Kipplo
LinkedIn employees
11
11 to 50 range
Open roles
—
no listings
Distinct roles
9
indexed titles
Tech stack
0
tools in use
Monthly traffic
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organic / mo
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Decision-makers and verified team members
13 contacts with verified email or phone · masked until revealed.
- KR
Katie Rovenolt
Schedule Manager & Client Services Conceirge · Customer/Client Service
EmailPhone - JH
Jacob Huffman
Client Service Concierge · Customer/Client Service
EmailPhone - AO
Andy Otto
Director of Trust and Fiduciary Services, Personal CFO · Other
EmailPhone - EC
Erica Campbell
Director of Operations · Operations
EmailPhone - AB
Ali Bach
Financial Advisor · Finance & Accounting
EmailPhone - HF
Hannah Fischer
Marketing & Events Coordinator · Advertising & Marketing
EmailPhone - NI
Nathan Imboden
CEO and Personal CFO · General Business & Management
EmailPhone
Showing 7 of 13 verified contacts
Top roles at Boden Wealth
9 distinct titles indexed · top 9 shown.
- 2ceo and personal cfo
- 1ckient advisor
- 1client service concierge
- 1director of operations
- 1director of trust and fiduciary services, personal cfo
- 1financial advisor
- 1financial analyst intern
- 1marketing & events coordinator
- 1schedule manager & client services conceirge
Sign up to unlock all 13 contacts at Boden Wealth
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