B.o.s.s. Retirement Advisors, LLC

B.o.s.s. Retirement Advisors, LLC (CRD# 171143) is a financial advisory firm headquartered in Lehi, UT. They manage $763,971,695 in 6,227 accounts and serve the financial needs of clients across 14 states (or territories).

Current Firm Details
3400 N Ashton Blvd, Suite 190, Lehi, UT 84043
https://www.getmorewithboss.com/
By the Numbers
  • Total Assets Under Management
    764
    MILLION
  • 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
The map below shows states where this firm has explicit registration only.

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

Financial Advisors at B.o.s.s. Retirement Advisors, LLC
Showing 1 - 10 of 30 top financial advisors.
1
Robert Brantley, financial advisor Lehi UT
Robert N. Brantley
CRD#: 5386636
3400 N Ashton Blvd, Suite 190, Lehi, UT 84043

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.

2
John Brough, financial advisor Lehi UT
John R. Brough
CRD#: 3251162
3400 N Ashton Blvd, Suite 190, Lehi, UT 84043

John Brough (CRD# 3251162) is an Investment Advisor Representative working at B.o.s.s. Retirement Advisors, LLC in Lehi, UT and has over 24 years of experience in the finance industry.

3
Skyler Fredrickson, financial advisor Lehi UT
Skyler C. Fredrickson
CRD#: 5699672
3400 N Ashton Blvd, Suite 190, Lehi, UT 84043

Skyler Fredrickson (CRD# 5699672) is an Investment Advisor Representative working at B.o.s.s. Retirement Advisors, LLC in Lehi, UT and has over 14 years of experience in the finance industry.

4
Brady Fuller, financial advisor Lehi UT
Brady J. Fuller
CRD#: 4994368
3400 N Ashton Blvd, Suite 190, Lehi, UT 84043

Brady Fuller (CRD# 4994368) is an Investment Advisor Representative working at B.o.s.s. Retirement Advisors, LLC in Lehi, UT and has over 13 years of experience in the finance industry.

5
Edward Griffin, financial advisor Lehi UT
Edward D. Griffin
CRD#: 2242054
3400 N Ashton Blvd, Suite 190, Lehi, UT 84043

Edward Griffin (CRD# 2242054) is an Investment Advisor Representative working at B.o.s.s. Retirement Advisors, LLC in Lehi, UT and has over 31 years of experience in the finance industry.

6
Adam Lallas, financial advisor Lehi UT
Adam M. Lallas
CRD#: 7072440
3400 N Ashton Blvd, Suite 190, Lehi, UT 84043

Adam Lallas (CRD# 7072440) is an Investment Advisor Representative working at B.o.s.s. Retirement Advisors, LLC in Lehi, UT and has over 5 years of experience in the finance industry.

7
Ryan Landvatter, financial advisor Lehi UT
Ryan M. Landvatter
CRD#: 5423662
3400 N Ashton Blvd, Suite 190, Lehi, UT 84043

Ryan Landvatter (CRD# 5423662) is an Investment Advisor Representative working at B.o.s.s. Retirement Advisors, LLC in Lehi, UT and has over 16 years of experience in the finance industry.

8
Charles Maynes, financial advisor Lehi UT
Charles A. Maynes
CRD#: 5220564
3400 N Ashton Blvd, Suite 190, Lehi, UT 84043

Charles Maynes (CRD# 5220564) is an Investment Advisor Representative working at B.o.s.s. Retirement Advisors, LLC in Lehi, UT and has over 17 years of experience in the finance industry.

9
Zachary Mortensen, financial advisor Provo UT
Zachary B. Mortensen
CRD#: 7072441
180 N. University Ave., Suite 150, Provo, UT 84601

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.

10
Brandon Olson, financial advisor Lehi UT
Brandon P. Olson
CRD#: 6479017
3400 N Ashton Blvd, Suite 190, Lehi, UT 84043

Brandon Olson (CRD# 6479017) is an Investment Advisor Representative working at B.o.s.s. Retirement Advisors, LLC in Lehi, UT and has over 8 years of experience in the finance industry.

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Our primary data source is public filings of Form ADV as published by the Securities and Exchange Commission (SEC) and made available in accordance with the Freedom of Information Act (FOIA). Supplementary information may be provided by listed advisors or their representatives.

Because many firms provide a variety of products or services, an individual may or may not be registered to operate under all services provided by the firm.

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