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Brian Ward

Rfg Advisory, LLC

Vestavia Hills, AL

Sandy, UT

B.O.S.S. Retirement Advisors, LLC

Lehi, UT

South Jordan, UT

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Current Employers
Rfg Advisory, Llc

1400 Urban Center Drive Suite 475, Vestavia Hills, AL 35242-2245 • United States

Current Registrations

AuthorityCategoryStatusDate
TX RA APPROVED_RES 2026-08-07
UT RA APPROVED 2026-08-07
  • TX RA
    APPROVED_RES
    Since 2026-08-07
  • UT RA
    APPROVED
    Since 2026-08-07

Branch Locations

1400 Urban Center Drive Suite 475, Vestavia Hills, AL 35242-2245 • United States

9980 South 300 West Suite 200, Sandy, UT 84070 • United States

B.O.S.S. Retirement Advisors, Llc

2500 Executive Parkway Suite 500, Lehi, UT 84048 • United States

Current Registrations

AuthorityCategoryStatusDate
TX RA APPROVED_RES 2018-12-06
UT RA APPROVED 2016-03-17
  • TX RA
    APPROVED_RES
    Since 2018-12-06
  • UT RA
    APPROVED
    Since 2016-03-17

Branch Locations

2500 Executive Parkway Suite 500, Lehi, UT 84048 • United States

10355 S. Jordan Gateway, Suite 100, South Jordan, UT 84095 • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
B.O.S.S. Retirement Advisors, Llc Lehi UT 02/2016 Present
B.O.S.S. Retirement Solutions, Llc Lehi UT 02/2016 Present
Rfg Advisory Llc Dba Capstone Wealth, Llc Sandy UT 08/2026 Present
  • 02/2016 → Present
    B.O.S.S. Retirement Advisors, Llc
    Lehi, UT
  • 02/2016 → Present
    B.O.S.S. Retirement Solutions, Llc
    Lehi, UT
  • 08/2026 → Present
    Rfg Advisory Llc Dba Capstone Wealth, Llc
    Sandy, UT
Previous Registrations
  • 2012-04-27 → 2016-05-27
    Global Financial Private Capital, Inc.
    Orem, UT
    Sarasota, FL
Other Businesses

1) Capstone Wealth, LLC; YES; 9980 South 300 West, Suite 200, Sandy, Utah, 84070; DBA; Owner/Founder/Advisor; Start: 08/07/2026; 160 hrs/mo; 160 during trading hrs; DBA name for advisory and insurance activity. 2) RFG Advisory, LLC; YES; 1400 Urban Center, Ste 475, Vestavia Hills, AL 35242; RIA; 160 hrs/mo; 160 during trading hrs.; RIA Affiliate; Investment Advisor Representative. 3) Pinnacle; Investment Related; 12724 Gran Bay Pkwy, Bldg 1, Ste 150, Jacksonville, FL 32258; Insurance Investments; Agent; 08/07/2026; 80 hrs/mo; 80 hrs/month during trading hours; advice on insurance investment products. 4) ABW Investments, LLC; 2674 North 1070 West, Pleasant Grove, UT, 84062; President; 2/6/2012; 4 hrs/mo; 4 hrs/month during trading hours; Real Estate Development, Rental Property Management

Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2012-03-30
  • S65 Uniform Investment Adviser Law Examination
    2012-03-30

View on SEC IAPD

Other Firms

AMERIPRISE FINANCIAL SERVICES, LLC
BCR WEALTH STRATEGIES
CETERA INVESTMENT ADVISERS LLC
APPROACH RETIREMENT ADVISORS, LLC
STATE FARM INVESTMENT MANAGEMENT CORP.
PNC WEALTH MANAGEMENT LLC
LPL FINANCIAL LLC
WELLS FARGO CLEARING SERVICES, LLC

Other Investors

BOBBY RAY TRUST WHITE
HARRIS TODD DOOBROW
MARK ANDREW PEARSON
ERIC JOSEPH BLAKE
HEIDI MARIE BIRD
AUDREY IVY PIERSON
RYAN CHRISTOPHER WHITLEY
BRIAN DAVID SWILLING

Other Offices

RFG ADVISORY, LLC · Vestavia Hills, AL
AMERIPRISE FINANCIAL SERVICES, LLC · Vestavia, AL
BCR WEALTH STRATEGIES · VESTAVIA, AL
CETERA INVESTMENT ADVISERS LLC · MOUNTAIN BROOK, AL
APPROACH RETIREMENT ADVISORS, LLC · BIRMINGHAM, AL
STATE FARM INVESTMENT MANAGEMENT CORP. · Vestavia, AL
PNC WEALTH MANAGEMENT LLC · CAHABA HEIGHTS, AL
LPL FINANCIAL LLC · BIRMINGHAM, AL

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