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 serve the financial needs of clients across 2 states (or territories).

By the Numbers
  • Total Assets Under Management
    0
    MILLION
  • Total Number of Accounts
    0
    ACCOUNTS
  • Average Account Value
    $0
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 - 6 of 6 top financial advisors.
1
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 10 years of experience in the finance industry.

2
Brandon P. Olson
CRD#: 6479017
3400 N Ashton Blvd, Suite 190, Lehi, UT 84043
87
Wealthminder
score

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

3
Brian Ward
CRD#: 6058582
3400 N Ashton Blvd, Suite 190, Lehi, UT 84043
78
Wealthminder
score

Brian Ward (CRD# 6058582) 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.

4
Ryan Thacker
CRD#: 6321186
3400 N Ashton Blvd, Suite 190, Lehi, UT 84043
77
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 3 years of experience in the finance industry.

5
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.

6
Tyson P. Thacker
CRD#: 2388343
3400 N Ashton Blvd, Suite 190, Lehi, UT 84043
61
Wealthminder
score

Tyson Thacker (CRD# 2388343) 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.

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Disclosure
Advisor profile scores displayed on this site are derived using the following criteria. Step 1: An advisor profile rating starts with a baseline score of 90 points. Step 2: The advisor score is increased from the baseline after screening for 3 criteria: years of experience, industry credentials and completeness of profile. Step 3: The advisor score is decreased after screening for publicly available disclosure events such as litigation or regulatory matters. Such decreases relate to the existence of a disclosure and, in most cases, do not account for timing, magnitude or severity of such disclosure. Many other factors are not considered in the scoring such as financial stability, fees, affiliations and educational background, and you should carefully consider these factors. The criteria are based on information Wealthminder deems helpful and available at the time of the scoring. Scores do not vary based on qualitative feedback from users. Advisor presentation and visibility and allocation of proposals will vary for advisors who pay a marketing plan program fee. Wealthminder does not recommend or provide any warranty or guarantee of the quality or suitability of any specific advisor or products or services offered by such advisor. Please consult regulatory sites for additional information about advisors’ background.