B.o.s.s. Retirement Advisors, LLC
B.o.s.s. Retirement Advisors, LLC (CRD# 171143) is a financial advisory firm headquartered in Lehi, UT. They manage $763,971,695 in 6,227 accounts and serve the financial needs of clients across 14 states (or territories).
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Total Assets Under Management764MILLION
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Total Number of Accounts6,227ACCOUNTS
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Average Account Value$122,687
- Fixed fees (other than subscription fees)
- Other
- Financial planning services
- Selection of other advisers (including private fund managers)
AZ, CA, FL, HI, ID, NE, NH, NV, OR, SC, TX, UT, WA, WY
Robert Brantley (CRD# 5386636) is an Investment Advisor Representative working at B.o.s.s. Retirement Advisors, LLC in Lehi, UT and has over 15 years of experience in the finance industry.
John Brough (CRD# 3251162) is an Investment Advisor Representative working at B.o.s.s. Retirement Advisors, LLC in Lehi, UT and has over 24 years of experience in the finance industry.
Skyler Fredrickson (CRD# 5699672) is an Investment Advisor Representative working at B.o.s.s. Retirement Advisors, LLC in Lehi, UT and has over 14 years of experience in the finance industry.
Brady Fuller (CRD# 4994368) is an Investment Advisor Representative working at B.o.s.s. Retirement Advisors, LLC in Lehi, UT and has over 13 years of experience in the finance industry.
Edward Griffin (CRD# 2242054) is an Investment Advisor Representative working at B.o.s.s. Retirement Advisors, LLC in Lehi, UT and has over 31 years of experience in the finance industry.
Adam Lallas (CRD# 7072440) is an Investment Advisor Representative working at B.o.s.s. Retirement Advisors, LLC in Lehi, UT and has over 5 years of experience in the finance industry.
Ryan Landvatter (CRD# 5423662) is an Investment Advisor Representative working at B.o.s.s. Retirement Advisors, LLC in Lehi, UT and has over 16 years of experience in the finance industry.
Charles Maynes (CRD# 5220564) is an Investment Advisor Representative working at B.o.s.s. Retirement Advisors, LLC in Lehi, UT and has over 17 years of experience in the finance industry.
Zachary Mortensen (CRD# 7072441) is an Investment Advisor Representative working at B.o.s.s. Retirement Advisors, LLC in Provo, UT and has over 5 years of experience in the finance industry.
Brandon Olson (CRD# 6479017) is an Investment Advisor Representative working at B.o.s.s. Retirement Advisors, LLC in Lehi, UT and has over 8 years of experience in the finance industry.