Advisor at Golden State Wealth Management, LLC
Data sourced from SEC public records (and other sources when available). Some details may be added by the advisor after claiming their profile. Refreshed daily • Updated today.
Firm
Golden State Wealth Management, LLC
Location
Santa Maria, CA 93454
Credentials
Series 66
Industry experience
10 years
David Ogden is a financial advisor at Golden State Wealth Management, LLC with 10 years of industry experience. He holds a Series 66 designation and has worked at LPL Financial, LLC since 2019. Prior to that, he operated Ogden Wealth Management & Planning Services, LLC and spent 17 years with the Santa Maria Joint Union High School District. Outside of finance, he is also a musician. Golden State Wealth Management serves individuals, trusts, retirement plans, and business entities by providing discretionary asset management, comprehensive portfolio management, financial planning, and retirement plan consulting. The firm employs a variety of analytical approaches and offers tailored advice based on client objectives and risk tolerance.
Based on Golden State Wealth Management, LLC
Financial planning flat fees $1,500 to $10,000; retirement plan consulting flat fees $750 to $10,000
Maximum annual fee up to 2.00%, negotiable, billed quarterly in advance
Some representatives are registered representatives of LPL Financial and may receive commissions for sales of securities or insurance products
Financial planning hourly fee up to $350; retirement plan consulting hourly fee up to $250
Minimum fee: Minimum management fee may be assessed based on a basis point schedule to cover advisor revenue minimums; nominal administrative fee of 0.035% for familial qualified accounts Fee-only: Financial planning and consulting charged on hourly or flat fee basis; hourly fees up to $350/hour; flat fees range from $1,500 to $10,000
411 E Betteravia Rd. Ste 101
Santa Maria, CA 93454
California
LPL Financial, LLC
2019 - Present (7 years)
Golden State Wealth Management, LLC
2019 - Present (7 years)
Ogden Wealth Management & Planning Services, LLC
2015 - 2018 (3 years)
Santa Maria Joint Union High School District
2004 - 2021 (17 years)
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Is active or affiliated with:
Insurance agent
They sell insurance products and may earn commissions on those sales.
Is not active or affiliated with:
Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
Bank
They're affiliated with a bank that may offer its own financial products and services.
Trust company
They provide trust and estate administration services, typically for separate fees.
Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
Lawyer
They provide legal services, typically billed separately.
Real estate agent
They facilitate real estate transactions and may earn commissions.
Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Series 66
Santa Maria, CA
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Series 63, Series 65
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Benedetti Financial, Inc.
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Monarch Wealth Strategies
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Orcutt, CA
Weinberger Asset Management, Inc
CFP®, Series 63, Series 65
Santa Maria, CA
Golden State Wealth Management, LLC
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