Robert Brantley, financial advisor Lehi UT

Robert Brantley

CRD Number: 5386636
Current Firm: B.o.s.s. Retirement Advisors, LLC

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.

Similar Advisors
Kevin Larson, financial advisor Lehi UT
Kevin J. Larson
CRD# 4683570
Cetera Investment Advisers LLC
Similar Advisors
Paul Winter, financial advisor Lehi UT
Paul N. Winter
CRD# 1870699
Five Seasons Financial Planning LLC
Similar Advisors
Thomas Abbott, financial advisor Lehi UT
Thomas E. Abbott
CRD# 840425
Equitable Advisors, LLC
Company Name Location Dates Years
Boss Retirement Advisors, LLC Lehi, UT Oct 2017 - Current 6
Boss Retirement Solutions, LLC Lehi, UT Oct 2017 - Current 6
Not Employed Gilbert, AZ Jan 2017 - Sep 2017 < 1
Edward Jones St. Louis, MO Oct 2008 - Dec 2016 8
Exam Code Name Passed Date
S66 NASAA Uniform Combined State Law Examination Feb 2009
Disclosure Information

Financial Advisors are obligated to disclose any events that may influence their professional conduct or ability to advise their clients. Disclosure events are certain criminal matters, regulatory actions, civil judicial proceedings, customer complaints, arbitrations, or civil litigations, employment terminations, financial matters, and other matters required to be disclosed in which the advisor has been involved.

Get Details on the FINRA Advisor Check site
Contact Info for Robert N. Brantley
Phone Number: 801-990-5055
Registered State(s):
  • UT
By the Numbers
  • Total Assets Under Management
    764
    MILLIONS
  • Total Number of Accounts
    6,227
    ACCOUNTS
  • Average Account Value
    $122,687
Compensation Options
  • Fixed fees (other than subscription fees)
  • Other
Advisory Services Offered
  • Financial planning services
  • Selection of other advisers (including private fund managers)
Types of Clients
Registered States

AZ, CA, FL, HI, ID, NE, NH, NV, OR, SC, TX, UT, WA, WY

Ready to hire a financial advisor? Get competitive proposals from Robert Brantley and other advisors.
BADGES

About Wealthminder

Wealthminder was created for one simple reason: To help people get the financial assistance they need to achieve their long-term financial goals.

Wealthminder is a database derived from SEC.gov data covering every Investment Advisor Representative in the country. We work hard to collect and provide you the information you need to find a financial advisor who’s right for you.

Finding a Financial Advisor through Wealthminder

Historically finding and hiring a financial advisor was hard. Wealthminder was built to make the process much easier.

The best way to use Wealthminder is to take advantage of our free proposal system. All you have to do is take a few minutes of your time to describe your situation and the assistance you are looking for.

Wealthminder then sends your request to our network of prescreened financial advisors. If a financial advisor is interested in your business, they will submit a proposal to you.

You review the proposals you receive and decide if you’d like to have a follow-up call with one or more of the financial advisors.

Throughout the process, you maintain control. We only share your contact information with a financial advisor once you ask for an introduction.