Ogden Wealth Management and Planning Services serves our clients in the following areas. As independent financial planners and wealth managers, we strive to optimize the mix of these services to the specific needs of each client.

Our team members maintain the registrations, licenses and appointments necessary to provide you with a broad range of options that can be assembled into a multifaceted financial plan custom designed to help to work towards your goals and dreams. Our team includes insurance licensed representatives Robert A. Ogden, CA Insurance License # 0C58057, and David M. Ogden, CA Insurance License #0L04761, who both reside in the state of California and do business at 411 E. Betteravia Road Suite 101, Santa Maria CA, 93454.

Financial Planning

  • Individual and Family Planning
  • Education Plans
  • 401(k) and Profit Sharing Plans for Employers
  • 403(b) Planning for Qualifying Employers
  • Retirement Planning

Investments

  • Fee Based Management accounts with:
    Equities, Bonds, Mutual Funds and Exchange-Traded Funds (ETF)
  • Brokerage accounts with:
    Equities, Bonds, Mutual Funds and Exchange-Traded Funds (ETF)
  • Individual Retirement accounts (Traditional, Roth, SEP, Simple)
  • Variable annuities
  • Real Estate Investment Trusts (REIT)

Insurance

  • Life Insurance
  • Disability Income Insurance
  • Long Term Care Insurance

Tax Planning

  • Individual and Family Tax Return Planning and Preparation
  • Tax Return Planning and Preparation for Businesses
  • Small Business Accounting Services

Effective wealth management is pursued through comprehensive financial planning and efficient, timely execution of strategic and tactical measures based on the global, national and local conditions and situations that affect your goals.

At Ogden Wealth Management and Planning Services, we have assembled, and are continuously improving, some of the most effective tools for planning and execution available. We discover, research and perform due diligence on investment and related insurance opportunities constantly.

CONTACT

Office hours: Mon - Fri 8:00am - 5:00pm

Phone: (805) 739-0455

Office: 411 East Betteravia Rd, Suite 101 Santa Maria, CA 93455-7899

Email: info@ogdenwealth.com

Copyright 2016 - 2020. Ogden Wealth. All Rights Reserved.

This communication is strictly intended for individuals residing in the states of AZ, CA, ID, FL, NC, NV, OR, TX, VA, WA, WY. No offers may be made or accepted from any resident outside these states.

The LPL Financial Registered Representatives associated with this site may only discuss and/or transact securities business with residents of the following states: AZ, CA, CO, DC, FL, IA, MD, NC, OR, UT, VA, WA, WY.

IMPORTANT CONSUMER INFORMATION A broker/dealer (BD), investment adviser (IA), or IA representative may only transact business in a state if first registered, or is excluded or exempt from state broker/dealer, investment adviser, BD agent, or IA registration requirements, as appropriate. Follow-up, individualized responses to persons in a state by such a firm or individual that involve either effecting or attempting to effect transactions in securities, or the rendering of personalized investment advice for compensation, will not be made without first complying with appropriate registration requirements, or an applicable exemption or exclusion.

For information concerning the licensing status or disciplinary history of a BD, IA, BD agent, or IA rep, a consumer should contact his or her state securities law administrator.

Securities offered through LPL Financial Member FINRA/SIPC
Investment Advice offered through Golden State Wealth Management LLC, a Registered Investment Advisor
Ogden Wealth Management and Planning Services and Golden State Wealth Management LLC are separate entities from LPL Financial
Member of Securities Investor Protection Corporation (SIPC). For an explanatory brochure, please visit
www.sipc.org - www.finra.org