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.
CRD# 4683570
Cetera Investment Advisers LLC
CRD# 840425
Equitable Advisors, LLC
CRD# 6515855
Ignite Planners LLC
| Company Name | Location | Dates | Years |
|---|---|---|---|
| B.o.s.s. Retirement Advisors, LLC | Lehi, UT | May 2016 - Current | 8 |
| B.o.s.s. Retirement Solutions, LLC | Lehi, UT | May 2016 - Current | 8 |
| Byu Football | Provo, UT | Sep 2015 - May 2016 | < 1 |
| Church Of Jesus Christ Of Latter Day Saints | Misc. Cities, | Jul 2013 - Jul 2015 | 2 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S65 | NASAA Investment Advisors Law Examination | Feb 2019 |
- UT
-
Total Assets Under Management764MILLIONS
-
Total Number of Accounts6,227ACCOUNTS
-
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
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