Heidi Saavedra (CRD# 7284036) is an Investment Advisor Representative working at B.o.s.s. Retirement Advisors, LLC in South Jordan, UT and has over 3 years of experience in the finance industry.
CRD# 1473328
Brookstone Capital Management LLC
CRD# 6515855
Ignite Planners LLC
CRD# 6792902
Coign Capital Advisors LLC
| Company Name | Location | Dates | Years |
|---|---|---|---|
| B.o.s.s. Retirement Advisors, LLC | Lehi, UT | Jan 2019 - Current | 5 |
| B.o.s.s. Retirement Solutions, LLC | Lehi, UT | Jan 2019 - Current | 5 |
| Rbm Services | Provo, UT | Oct 2011 - Jun 2020 | 8 |
| Robert Half | Lehi, UT | Jan 2019 - Jan 2019 | < 1 |
| Lehi City Police Department | Lehi, UT | Aug 2016 - May 2018 | 1 |
| Golds Gym/vasa Fitness | Orem, UT | Jun 2004 - May 2015 | 10 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S65 | NASAA Investment Advisors Law Examination | Aug 2020 |
- 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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