William Joseph Aldrich

Employer firm

Aldrich Investment Management CRD 342178

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)

From the firm’s Form ADV. Read the guides:

• Item 5F — Regulatory AUM
• Item 5G — Advisory services
• Full firm profile

Current Employers

Employment History

• 11/2014 → 01/2018
  Woodbury Financial Services Inc
  Henderson, NV
• 01/2018 → 08/2026
  Cambridge Investment Research, Inc.
  Fairfield, IA
• 01/2018 → 08/2026
  Cambridge Investment Research Advisors, Inc.
  Fairfield, IA
• 10/2016 → 01/2018
  Woodbury Financial Services, Inc.
  Henderson, NV
• 10/2016 → Present
  Independent Insurance Agent
  Henderson, NV
• 11/2017 → Present
  Aldrich Investments, Llc Dba Aldrich Private Wealth.
  Henderson, NV
• 08/2026 → Present
  Aldrich Investments, Llc Dba Aldrich Private Wealth.
  Henderson, NV

Previous Registrations

• 2018-01-05 → 2026-08-28
  Cambridge Investment Research Advisors, Inc.
  Henderson, NV
• 2016-10-21 → 2018-01-04
  Woodbury Financial Services, Inc.
  Henderson, NV
• 2013-11-19 → 2014-06-16
  Wedbush Securities Inc.
  Pasadena, CA
  Henderson, NV
• 2008-08-01 → 2013-03-04
  Thrivent Investment Management Inc.
  Thousand Oaks, CA
  Las Vegas, NV
  Henderson, NV

Other Businesses

William Aldrich sole proprietor; investment related; insurance agent; 10/2016 start date; approximately 30 hours per month is spent on this activity.

Exams

• S65 Uniform Investment Adviser Law Examination
  2008-07-31
• S63 Uniform Securities Agent State Law Examination
  2007-12-10

Other Names

• Billy Joseph Aldrich
• Bill Joseph Aldrich