Theodore Armstrong
Advisor at Br Wealth Management
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.
Advisor at Br Wealth Management
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.
Location
Boise, ID 83706
Credentials
Series 63, Series 65
Industry experience
33 years
Theodore Armstrong is a financial advisor at BR Wealth Management in Boise, ID, with 33 years of industry experience. He holds the Series 63 and Series 65 designations and has previously worked at Wells Fargo Advisors and Wells Fargo Clearing Services. Armstrong also serves as a trustee for family revocable trusts. BR Wealth Management provides investment advisory and financial planning services to individuals, trusts, pension plans, charitable organizations, partnerships, and businesses. The firm emphasizes tailored portfolio strategies using model allocations, third-party managers, and automated platforms, focusing on asset allocation, rebalancing, and long-term holding.
Based on Br Wealth Management
Based on Br Wealth Management
Financial planning and consulting services flat fees typically range from $1,000 to $5,000.
Financial planning and consulting services hourly fees typically range from $75 to $375 per hour.
380 E. Parkcenter Blvd., Suite 205
Boise, ID 83706
Idaho · Texas
Private Client Services, LLC
2023 - Present (3 years)
Br Wealth Management
2023 - Present (3 years)
Wells Fargo Clearing
2016 - 2023 (7 years)
Wells Fargo Advisors Llc
2009 - 2016 (7 years)
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