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Andrew Mcmichael Otto

Boden Wealth

Lemoyne, PA

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Current Employers
Boden Wealth

1027 Mumma Road, Lemoyne, PA 17043 • United States

Current Registrations

AuthorityCategoryStatusDate
PA RA APPROVED 2026-04-27
  • PA RA
    APPROVED
    Since 2026-04-27

Branch Locations

1027 Mumma Road, Lemoyne, PA 17043 • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
F&M Trust Co Camp Hill PA 04/2012 Present
Cetera Investment Services Llc St.CLoud MN 09/2013 Present
Cetera Investment Advisers Llc Camp Hill PA 12/2015 Present
Bny Mellon Wealth Management Harrisburg PA 05/2018 08/2019
Kestra Investment Services, Llc. Lemoyne PA 01/2020 04/2026
Questmont Strategic Wealth Advisors Camp Hill PA 12/2019 Present
Kestra Advisory Services, Llc. Lemoyne PA 01/2020 04/2026
Ni Acquisitions Company, Llc, Doing Business As Boden Wealth Lemoyne PA 04/2026 Present
  • 04/2012 → Present
    F&M Trust Co
    Camp Hill, PA
  • 09/2013 → Present
    Cetera Investment Services Llc
    St.CLoud, MN
  • 12/2015 → Present
    Camp Hill, PA
  • 05/2018 → 08/2019
    Bny Mellon Wealth Management
    Harrisburg, PA
  • 01/2020 → 04/2026
    Kestra Investment Services, Llc.
    Lemoyne, PA
  • 12/2019 → Present
    Questmont Strategic Wealth Advisors
    Camp Hill, PA
  • 01/2020 → 04/2026
    Lemoyne, PA
  • 04/2026 → Present
    Ni Acquisitions Company, Llc, Doing Business As Boden Wealth
    Lemoyne, PA
Previous Registrations
Other Businesses

Business Name: New Hope Ministries Inv Rel: No Address: 99 W. Church Street Dillsburg PA 17019 NOB: Board Position (Board of Directors, Board of Trustees, etc.) POS: Member of Development Committee; Member of Finance & Administration Committee; Member of the Board of Directors Start Date: 7/1/2013 Hours per month: 0% - 10% (0 - 16 hours) Hours per month during trading hours: 0% - 10% (0 - 14 hours) Duties: Review and approve financial data; Make recommendations to management; Discuss fundraising goals and activities; Business Name: Estate Planning Council of Central PA Inv Rel: No Address: 1131 Sandpiper Court Mechanicsburg PA 17050 NOB: Board Position (Board of Directors, Board of Trustees, etc.) POS: Member of the Board of Directors Start Date: 1/1/2016 Hours per month: 0% - 10% (0 - 16 hours) Hours per month during trading hours: 0% - 10% (0 - 14 hours) Duties: Membership and Program Development; Review and approval of financials; Strategy and organizational direction Business Name: ANDREW M. OTTO POS: Expert witness NOB: Legal/Attorney/Trustee/Executor INV REL: Yes NUMBER OF HOURS: 5 SECURITIES TRADING HOURS: 4 START DATE: 11/01/2021 ADDRESS: 1027 Mumm Road, Lemoyne PA 17043 DESC: I will be expected to review attorney-prepared court filings and study the standards of professional conduct in investment services such that I could describe them clearly and succinctly. I'll be expected to apply the standards of professional conduct to the facts and circumstances presented in the court filings. I'll be expected to travel to the site of the hearing and listen attentively to all other testimony presented at the arbitration. I may be asked to undergo either a deposition with the attorney for the defense (this is uncommon) or a preparation meeting with the attorney for the prosecution.

Exams
CodeExamDate
S63 Uniform Securities Agent State Law Examination 2008-07-01
  • S63 Uniform Securities Agent State Law Examination
    2008-07-01
Designations
Other Names
  • Andrew M Otto

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