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 $47,023,058 in 315 accounts and serve the financial needs of clients across 2 states (or territories).

By the Numbers
  • Total Assets Under Management
    47
    MILLION
  • Total Number of Accounts
    315
    ACCOUNTS
  • Average Account Value
    $149,280
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
Advisors affiliated with a RIA are permitted to work with up to five clients in nearly-all states* without explicit registration. The map below shows states where this firm has explicit registration only.

TX, UT

Financial Advisors at B.o.s.s. Retirement Advisors, LLC
Showing 1 - 10 of 11 top financial advisors.
1
John R. Brough
CRD#: 3251162
3400 N Ashton Blvd, Suite 190, Lehi, UT 84043
93
Wealthminder
score

John Brough (CRD# 3251162) is an Investment Advisor Representative working at B.o.s.s. Retirement Advisors, LLC in Lehi, UT and has over 18 years of experience in the finance industry.

2
Ryan M. Landvatter
CRD#: 5423662
3400 N Ashton Blvd, Suite 190, Lehi, UT 84043
93
Wealthminder
score

Ryan Landvatter (CRD# 5423662) is an Investment Advisor Representative working at B.o.s.s. Retirement Advisors, LLC in Lehi, UT and has over 10 years of experience in the finance industry.

3
Charles A. Maynes
CRD#: 5220564
3400 N Ashton Blvd, Suite 190, Lehi, UT 84043
93
Wealthminder
score

Charles Maynes (CRD# 5220564) is an Investment Advisor Representative working at B.o.s.s. Retirement Advisors, LLC in Lehi, UT and has over 11 years of experience in the finance industry.

4
Brandon P. Olson
CRD#: 6479017
801 N 500, Suite 150, Bountiful, UT 84010
89
Wealthminder
score

Brandon Olson (CRD# 6479017) is an Investment Advisor Representative working at B.o.s.s. Retirement Advisors, LLC in Bountiful, UT and has over 2 years of experience in the finance industry.

5
David Whitworth
CRD#: 6693097
3400 N Ashton Blvd, Suite 190, Lehi, UT 84043
88
Wealthminder
score

David Whitworth (CRD# 6693097) is an Investment Advisor Representative working at B.o.s.s. Retirement Advisors, LLC in Lehi, UT and has 1 year of experience in the finance industry.

6
Curtis G. Packer
CRD#: 6788640
3400 N. Ashton Blvd. Ste 190, Lehi, UT 84043
87
Wealthminder
score

Curtis Packer (CRD# 6788640) is an Investment Advisor Representative working at B.o.s.s. Retirement Advisors, LLC in Lehi, UT and has 1 year of experience in the finance industry.

7
Brian Ward
CRD#: 6058582
2825 E. Cotton Wood Pkwy Suite 380, Salt Lake City, UT 84121
81
Wealthminder
score

Brian Ward (CRD# 6058582) is an Investment Advisor Representative working at B.o.s.s. Retirement Advisors, LLC in Salt Lake City, UT and has over 6 years of experience in the finance industry.

8
Ryan Thacker
CRD#: 6321186
3400 N Ashton Blvd, Suite 190, Lehi, UT 84043
78
Wealthminder
score

Ryan Thacker (CRD# 6321186) is an Investment Advisor Representative working at B.o.s.s. Retirement Advisors, LLC in Lehi, UT and has over 4 years of experience in the finance industry.

9
Robert N. Brantley
CRD#: 5386636
3400 N Ashton Blvd, Suite 190, Lehi, UT 84043
71
Wealthminder
score

Robert Brantley (CRD# 5386636) is an Investment Advisor Representative working at B.o.s.s. Retirement Advisors, LLC in Lehi, UT and has over 9 years of experience in the finance industry.

10
Edward D. Griffin
CRD#: 2242054
3400 N Ashton Blvd, Suite 190, Lehi, UT 84043
68
Wealthminder
score

Edward Griffin (CRD# 2242054) is an Investment Advisor Representative working at B.o.s.s. Retirement Advisors, LLC in Lehi, UT and has over 25 years of experience in the finance industry.

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