AdvisorOS Directory
Claim Profile
CP

Curtis Gardiner Packer

B.O.S.S. RETIREMENT ADVISORS, LLC·LEHI, Utah
Unclaimed Profile
3400 N ASHTON BLVD, LEHI, UT 84043CRD# 6788640Firm CRD# 171143
01

About

Curtis Gardiner Packer is a registered financial advisor based in LEHI, Utah, affiliated with B.O.S.S. RETIREMENT ADVISORS, LLC. This profile is generated from public SEC and FINRA registration data.

02

Focus Areas

Specialties
Financial Planning
Client Types
High Net Worth Individuals
03

Firm Overview

Firm
B.O.S.S. RETIREMENT ADVISORS, LLC
B.O.S.S. RETIREMENT ADVISORS, LLC
AUM
$764M
Regulatory assets under management
Employees
61
Total firm employees
View all advisors at B.O.S.S. RETIREMENT ADVISORS, LLC →
Services
Financial planning
Security ratings or pricing services
04

Background

Compensation
Subscription fees
Other: REFERRAL FEES
Regulatory
SEC/IARD CRD# 6788640
Firm CRD# 171143
1 disclosure on file
View on FINRA BrokerCheck →

Looking for a financial advisor in LEHI?

Browse all registered financial advisors in LEHI, Utah or claim this profile if it's yours.

Browse LEHI AdvisorsAre you this advisor? Claim profile

Looking to grow your practice?

Coastal Wealth affiliated advisors get enhanced profiles, priority placement, and access to a national client network.

Learn More About Coastal Wealth
05

Frequently Asked Questions

What services does Curtis Gardiner Packer offer?
Curtis Gardiner Packer specializes in Financial Planning. Contact their office in LEHI, Utah for a consultation.
What are Curtis Gardiner Packer's credentials?
Curtis Gardiner Packer is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Curtis Gardiner Packer located?
Curtis Gardiner Packer is based in LEHI, Utah, working with B.O.S.S. RETIREMENT ADVISORS, LLC. Their office serves clients in the LEHI metropolitan area and surrounding communities.
How does Curtis Gardiner Packer charge for services?
Curtis Gardiner Packer's firm is compensated through subscription fees, other: referral fees. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.
How large is B.O.S.S. RETIREMENT ADVISORS, LLC?
B.O.S.S. RETIREMENT ADVISORS, LLC has approximately 61 employees and manages $764M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
Not sure what to look for in an advisor?
Try our free Advisor Match Quiz →
Other advisors in LEHI
Mark Joseph Broadbent — BANNER CAPITAL MANAGEMENT, LLCDonna Basinet Tillery — WEST RIM CAPITAL ASSOCIATES II, L.P.David Fraser Bullock — WEST RIM CAPITAL ASSOCIATES II, L.P.Paul Byron Ahlstrom — ALTA VENTURES MEXICO MANAGEMENT (GP), L.P.Aaron Joseph Evans — SWELL COLLECTIVE MANAGEMENT, LLC
Nearby cities in Utah
SALT LAKE CITY (358)PARK CITY (60)DRAPER (54)PROVO (47)SANDY (44)
City Guides
SALT LAKE CITY GuidePARK CITY GuideDRAPER GuidePROVO GuideSANDY Guide
Research
Advisor Fees in UtahNational Fee Analysis
Browse by specialty
Investment ManagementRetirement PlanningWealth ManagementFinancial PlanningFee-Only AdvisoryFinancial Education
Request removal of this profile