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B.O.S.S. RETIREMENT ADVISORS, LLC
B.O.S.S. RETIREMENT ADVISORS, LLC
LEHI, Utah
·
7 registered advisors
·
CRD# 171143
SEC# 801-117974
9
801-990-5055
01
Firm Overview
AUM
$764M
Regulatory assets under management
Employees
61
Total firm employees
Advisors
7
Registered representatives
02
Services & Fees
Advisory Services
Financial planning
Security ratings or pricing services
Compensation
Subscription fees
Other: REFERRAL FEES
03
Specialties
Financial Planning
04
Advisors at B.O.S.S. RETIREMENT ADVISORS, LLC
7 registered advisors
Brent Richard Dewsnup
LEHI, Utah
CRD# 5340087
Charles A Maynes
LEHI, Utah
CRD# 5220564
Curtis Gardiner Packer
LEHI, Utah
CRD# 6788640
Jonathan Blank
LEHI, Utah
CRD# 7923935
Landry Leach
LEHI, Utah
CRD# 6001884
Ryan Thacker
LEHI, Utah
CRD# 6321186
Tyson Paul Thacker
LEHI, Utah
CRD# 2388343
05
Office Locations
LEHI, Utah
7 advisors
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Data sourced from SEC Form ADV filings. B.O.S.S. RETIREMENT ADVISORS, LLC (CRD# 171143) is registered with the SEC as an investment adviser. View the firm's full regulatory filing at
adviserinfo.sec.gov
.