B.O.S.S. Retirement Advisors, LLC
RIA
Firm record
As recorded in SEC IAPD
- Firm CRD
- 171143
- SEC number
- 801-117974
- Firm type
- RIA
- Assets under management
- $1.4B as of Apr 29, 2026
- Website
- www.facebook.com/BOSSRetirement ↗
- Phone
- 801-990-5055
- Address
- 2500 Executive Parkway, Lehi, UT, 84048
Advisors at this firm
48 in our index · page 1 of 1
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Hayden Renno AdamsCRD 7698631 · Lehi, UTIA RegisteredRegistration inactive
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Jonathan AlbrethsenCRD 7798864 · Lehi, UTIA Registered
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John Ryan BroughCRD 3251162 · Bountiful, UTIA Registered
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Jordan Reed BrownCRD 5814280 · Ogden, UTIA Registered
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Gabriel Christian BaldonadoCRD 8224616 · Lehi, UTIA Registered
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David James BoydCRD 7248887 · Lehi, UTIA Registered
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Robert Nelson BrantleyCRD 5386636 · Lehi, UTIA RegisteredRegistration inactiveDisclosure event(s) on record
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Karla Glover ChurchCRD 5665802 · Lehi, UTIA Registered
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Brent Richard DewsnupCRD 5340087 · Lehi, UTIA RegisteredRegistration inactive
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Christopher Joel DolanCRD 5090040 · Lehi, UTIA RegisteredRegistration inactive
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Michael Ronald FortinCRD 7157461 · Lehi, UTIA RegisteredRegistration inactiveDisclosure event(s) on record
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Skyler Craig FredricksonCRD 5699672 · Salt Lake City, UTIA Registered
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Brady Jake FullerCRD 4994368 · Ogden, UTIA RegisteredRegistration inactive
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Spencer Leon FelkinsCRD 7852114 · Lehi, UTIA Registered
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Edward Dennis GriffinCRD 2242054 · Salt Lake City, UTIA RegisteredDisclosure event(s) on record
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John Stephan GehrkeCRD 6962050 · Provo, UTIA RegisteredRegistration inactive
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Lisa Keleigh GeorgeCRD 7952358 · Kirkland, WAIA Registered
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Kelly Lisa HoltmanCRD 5098214 · Ogden, UTIA RegisteredRegistration inactive
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Weston HuberCRD 7190095 · Lehi, UTIA RegisteredRegistration inactive
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Tyler David HubandCRD 7271991 · Gilbert, AZIA Registered
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Ryan M LandvatterCRD 5423662 · Meridian, IDIA Registered
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Adam Michael LallasCRD 7072440 · Lehi, UTIA Registered
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Dennis W LarsonCRD 7262609 · Ogden, UTIA Registered
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Landry LeachCRD 6001884 · Lehi, UTIA RegisteredRegistration inactive
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Charles A MaynesCRD 5220564 · Soutu Jordan, UTIA Registered
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Adam David MortensenCRD 7979390 · Lehi, UTIA Registered
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Zachary Brett MortensenCRD 7072441 · Gilbert, AZIA Registered
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Shay Nicole NelsonCRD 7754466 · Lehi, UTIA Registered
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Cassidy Ann O'brienCRD 7204996 · Lehi, UTIA Registered
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Brandon Philip OlsonCRD 6479017 · St. George, UTIA Registered
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Curtis Gardiner PackerCRD 6788640 · Lehi, UTIA Registered
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Drake PuzeyCRD 7337081 · Meridian, IDIA Registered
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Cameron Travis RankinCRD 7710155 · Lehi, UTIA Registered
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Tyler Reed SnowCRD 7065675 · Lehi, UTIA RegisteredRegistration inactive
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Julia Kathryn SteppanCRD 7039013 · Kirkland, WAIA RegisteredRegistration inactive
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Rachael ScottCRD 7710235 · South Jordan, UTIA RegisteredRegistration inactive
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Scott M SwansonCRD 7354956 · Meridian, IDIA RegisteredRegistration inactive
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Ryan ThackerCRD 6321186 · Lehi, UTIA Registered
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Tyson Paul ThackerCRD 2388343 · Lehi, UTIA RegisteredDisclosure event(s) on record
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Austin Reed ThackerCRD 7558564 · Lehi, UTIA Registered
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Melanie Colleen TingeyCRD 6943188 · Lehi, UTIA Registered
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Nathan Scott VoughtCRD 7272017 · Lehi, UTIA Registered
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Brian WardCRD 6058582 · South Jordan, UTIA Registered
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Jason Patrick WeaverCRD 4601342 · Meridian, IDIA Registered
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Andrew James WilliamsCRD 7361932 · Lehi, UTIA RegisteredRegistration inactive
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Dylan Mark WathenCRD 7842005 · St. George, UTIA Registered
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David WhitworthCRD 6693097 · Lehi, UTIA Registered
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Garrett C WozniakCRD 7086248 · South Jordan, UTIA RegisteredRegistration inactive
1–48 of 48
Source & corrections
Where this page comes from
Advisor registration data on this site is reproduced from the SEC's Investment Adviser Public Disclosure (IAPD) system and FINRA's BrokerCheck. Those systems are the official records; this site is not. We do not alter the factual content of the records we reproduce.
SEC IAPD record for firm CRD 171143 ↗
FINRA BrokerCheck record for firm CRD 171143 ↗
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Data compiled Aug 20, 2026. Source: ADV_BULK. Your use of BrokerCheck data reproduced here is subject to FINRA's Terms of Use.
Preview release — partial coverage. This is a public-records lookup tool, not investment advice, not a recommendation, and not an endorsement of any advisor. Registration status shown here is a copy of a government record and may be out of date; always confirm against SEC IAPD and FINRA BrokerCheck before acting.