David John Boldger
Financial advisor at Meeder Advisory Services, Inc. · Dublin, OH
Last updated 2026-10-10
Claim your profileDavid John Boldger is a financial advisor at Meeder Advisory Services, Inc. in Dublin, OH, CRD 6732986. Licenses and exams on the registration: Series 66. IAPD registration began 2017-06-09.
Registration
- CRD number
- 6732986
- Registration status
- Active
- IAPD registration
- 2017-06-09
- Industry Experience
- 9 years
- Work Experience
- 11 years
- States registered
- OH
Licenses and exams
- Series 66
Work history
- 2017-01 to 2019-04 · Edward Jones · St. Louis, MO
- 2016-05 to 2016-11 · Yaga's/tsunami · Galveston, TX
- 2015-01 to 2016-12 · Texas A-M University · Galveston, TX
- 2019-06 to 2019-12 · Jpmorgan Chase Bank, N.A. · Missouri City, TX
- 2019-06 to 2019-12 · J.P. Morgan Securites, LLC · Missouri City, TX
- 2019-05 to 2019-05 · Unemployed · Richmond, TX
- 2020-01 to 2023-04 · Invesco · Atlanta, GA
- 2023-05 to 2024-09 · Voya Investment Management · Atlanta, GA
- 2023-05 to 2024-09 · Voya Investment Management Co. LLC · New York, NY
- 2023-05 to 2024-09 · Voya Investments Distributor, LLC · Windsor, CT
- 2024-09 to 2026-08 · Hines Private Wealth Solutions LLC · Houston, TX
- 2026-08 to Present · Meeder Distribution Services, Inc. · Dublin, OH
Current employment
- Meeder Advisory Services, Inc. · Dublin, OH
Meeder Advisory Services, Inc.
- Regulatory AUM
- $2,862,783,759
- Registered advisors
- 19
- Offices
- 1
- Clients per advisor
- 191.4 (High)
- Average AUM per client
- $787.3K (Low)
- High-net-worth client ratio
- 19.7% (Moderate)
Meeder Advisory Services, Inc.: advisors, services and reported ETF investments
About
David John Boldger is a financial advisor at Meeder Advisory Services, Inc. in Dublin, OH. Reported securities licenses include Series 66. The latest record indicates 9 years of industry experience and 11 years of reported work history. Reported roles include Meeder Distribution Services, Inc., Hines Private Wealth Solutions LLC, Voya Investment Management, Voya Investment Management Co. LLC, among others.
Meeder Advisory Services, Inc.'s firm-level Form ADV reports 19 advisors across 1 offices; approximately 191.4 clients per advisor, average assets per client of $787,344, and regulatory AUM of $2.9B; client categories including Individuals (non-HNW), High net worth individuals, Pension and profit-sharing plans, Charitable organizations, Insurance companies, Corporations or other businesses; services including Portfolio Management: Individuals and Small Businesses, Portfolio Management: Businesses or Institutional Clients.
PortfolioFuture's firm-level 13F analysis covers $737.3M across 81 reported ETF positions for the 2026-06-30 reporting period. These are firm-level disclosures, not investments attributed to David John Boldger personally.
Reported ETF positions
Meeder Advisory Services reports 81 ETF positions worth $737.3M on Form 13F; the largest are listed.
| Fund | Reported value |
|---|---|
| IEFA — iShares Core MSCI EAFE ETF | $160.4M |
| IEMG — iShares Core MSCI Emerging Markets ETF | $122.4M |
| VEA — Vanguard FTSE Developed Markets ETF | $60.2M |
| FLMI — Franklin Dynamic Municipal Bond ETF | $59.6M |
| UITB — VictoryShares Core Intermediate Bond ETF | $37.1M |
Source: SEC Form 13F. These are institution-level reported positions; they do not establish that any individual advisor or their clients hold a fund.
Noteworthy reported investments
Meeder Advisory Services's strongest reported position on each research ranking. Institution-level evidence, not this advisor's or any client's holding.
| Ranking | Fund | Reported value | Percentile | Key figures |
|---|---|---|---|---|
| Similar Fund Ranking | IVV — iShares Core S&P 500 ETF | $1.9M | Top 99.4% | Peer conviction 74.5% · Active return +3.01% |
| Addressable Market | VOO — Vanguard S&P 500 ETF | $5.3M | Top 99.6% | Addressable AUM $9.8T · Peer conviction 69.7% |
| Residual Alpha | VCRB — Vanguard Core Bond ETF | $1.3M | Top 99.9% | Residual alpha +0.66% · Residual Sharpe 0.14 |
| Diversification Benefits | PPA — Invesco Aerospace & Defense ETF | $226.8K | Top 93.4% | Replicability (R²) 73.8% · Residual Sharpe 0.07 |
Historical comparisons from the published research release formed 2026-10-02; not forecasts or recommendations. Source: SEC Form 13F. These are institution-level reported positions; they do not establish that any individual advisor or their clients hold a fund.
What this firm offers
Filed by Meeder Advisory Services, Inc. on Form ADV.
Client services
- Individuals and Small Businesses
- Businesses or Institutional Clients
Fee options
- Percentage of Assets Under Management
- Fixed Fees (Other Than Subscription)
Business and affiliations
- Broker-Dealer or Municipal Securities Dea
- Other Investment Adviser (Incl. Financial
- Commodity Pool Operator or CTA
- Trust Company
- Sponsor or GP of Pooled Investment Vehicl
Location
6125 Memorial Dr, Dublin, OH 43017
19 advisors at this office.
Contact
The firm's filed contact details.
Official record
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