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 21 - 30 of 32 top financial advisors.
21
Karla Church, financial advisor Lehi UT
Karla G. Church
CRD#: 5665802
3400 N Ashton Blvd, Suite 190, Lehi, UT 84043

Karla Church (CRD# 5665802) 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.

22
Spencer Felkins, financial advisor Lehi UT
Spencer L. Felkins
CRD#: 7852114
3400 N Ashton Blvd, Suite 190, Lehi, UT 84043

Spencer Felkins (CRD# 7852114) 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.

23
Tyler Huband, financial advisor Lehi UT
Tyler D. Huband
CRD#: 7271991
3400 N Ashton Blvd, Suite 190, Lehi, UT 84043

Tyler Huband (CRD# 7271991) 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.

24
Dennis Larson, financial advisor Lehi UT
Dennis W. Larson
CRD#: 7262609
3400 N Ashton Blvd, Suite 190, Lehi, UT 84043

Dennis Larson (CRD# 7262609) 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.

25
Cole Lyon, financial advisor South Jordan UT
Cole A. Lyon
CRD#: 7337450
103555 S. Jordan Gateway, Suite 100, South Jordan, UT 84095

Cole Lyon (CRD# 7337450) 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.

26
Shay Nelson, financial advisor Lehi UT
Shay N. Nelson
CRD#: 7754466
3400 N Ashton Blvd, Suite 190, Lehi, UT 84043

Shay Nelson (CRD# 7754466) 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.

27
Cassidy O'brien, financial advisor Lehi UT
Cassidy A. O'brien
CRD#: 7204996
3400 N Ashton Blvd, Suite 190, Lehi, UT 84043

Cassidy O'brien (CRD# 7204996) 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.

28
Drake Puzey, financial advisor Lehi UT
Drake Puzey
CRD#: 7337081
3400 N Ashton Blvd, Suite 190, Lehi, UT 84043

Drake Puzey (CRD# 7337081) 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.

29
Cameron Rankin, financial advisor Lehi UT
Cameron T. Rankin
CRD#: 7710155
3400 N Ashton Blvd, Suite 190, Lehi, UT 84043

Cameron Rankin (CRD# 7710155) 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.

30
Heidi Saavedra, financial advisor South Jordan UT
Heidi K. Saavedra
CRD#: 7284036
10355 S. Jordan Gateway, Suite 100, South Jordan, UT 84095

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.

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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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