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 11 - 20 of 32 top financial advisors.
11
Curtis Packer, financial advisor Lehi UT
Curtis G. Packer
CRD#: 6788640
3400 N. Ashton Blvd. Ste 190, Lehi, UT 84043

Curtis Packer (CRD# 6788640) is an Investment Advisor Representative working at B.o.s.s. Retirement Advisors, LLC in Lehi, UT and has over 6 years of experience in the finance industry.

12
Craig Roth, financial advisor Bellevue WA
Craig B. Roth
CRD#: 2162815
2950 Northup Way, Bellevue, WA 98007

Craig Roth (CRD# 2162815) is an Investment Advisor Representative working at B.o.s.s. Retirement Advisors, LLC in Bellevue, WA and has over 27 years of experience in the finance industry.

13
Julia Steppan, financial advisor Lehi UT
Julia K. Steppan
CRD#: 7039013
3400 N Ashton Blvd, Suite 190, Lehi, UT 84043

Julia Steppan (CRD# 7039013) 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.

14
Ryan Thacker, financial advisor Lehi UT
Ryan Thacker
CRD#: 6321186
3400 N Ashton Blvd, Suite 190, Lehi, UT 84043

Ryan Thacker (CRD# 6321186) 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.

15
Tyson Thacker, financial advisor Lehi UT
Tyson P. Thacker
CRD#: 2388343
3400 N Ashton Blvd, Suite 190, Lehi, UT 84043

Tyson Thacker (CRD# 2388343) is an Investment Advisor Representative working at B.o.s.s. Retirement Advisors, LLC in Lehi, UT and has over 30 years of experience in the finance industry.

16
Melanie Tingey, financial advisor Lehi UT
Melanie C. Tingey
CRD#: 6943188
3400 N Ashton Blvd, Suite 190, Lehi, UT 84043

Melanie Tingey (CRD# 6943188) is an Investment Advisor Representative working at B.o.s.s. Retirement Advisors, LLC in Lehi, UT and has over 6 years of experience in the finance industry.

17
Brian Ward, financial advisor Lehi UT
Brian Ward
CRD#: 6058582
3400 N Ashton Blvd, Suite 190, Lehi, UT 84043

Brian Ward (CRD# 6058582) is an Investment Advisor Representative working at B.o.s.s. Retirement Advisors, LLC in Lehi, UT and has over 12 years of experience in the finance industry.

18
David Whitworth, financial advisor Lehi UT
David Whitworth
CRD#: 6693097
3400 N Ashton Blvd, Suite 190, Lehi, UT 84043

David Whitworth (CRD# 6693097) is an Investment Advisor Representative working at B.o.s.s. Retirement Advisors, LLC in Lehi, UT and has over 7 years of experience in the finance industry.

19
Michael Anderson, financial advisor Lehi UT
Michael M. Anderson
CRD#: 7724760
3400 N Ashton Blvd, Suite 190, Lehi, UT 84043

Michael Anderson (CRD# 7724760) 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.

20
Jordan Brown, financial advisor Lehi UT
Jordan R. Brown
CRD#: 5814280
3400 N Ashton Blvd, Suite 190, Lehi, UT 84043

Jordan Brown (CRD# 5814280) 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.

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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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