Brandon Philip Olson

Current Employers

Rfg Advisory, Llc

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

Current Registrations

Authority	Category	Status	Date
TX	RA	APPROVED	2026-08-07
UT	RA	APPROVED	2026-08-07

TX RA
APPROVED

Since 2026-08-07
UT RA
APPROVED

Since 2026-08-07

Branch Locations

1575 S River Rd, St. George, UT 84790 • United States

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

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

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

Current Registrations

Authority	Category	Status	Date
TX	RA	APPROVED_RES	2021-12-01
UT	RA	APPROVED	2015-07-29

TX RA
APPROVED_RES

Since 2021-12-01
UT RA
APPROVED

Since 2015-07-29

Branch Locations

136 E. Riverside Dr. Suit 101, St. George, UT 84790 • United States

2500 Executive Parkway Suite 500, Lehi, UT 84048 • 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

Organization	City	State	From	To
Boss Retirement Solutions, Llc	Lehi	UT	03/2015	Present
Boss Retirement Advisors, Llc	Lehi	UT	03/2015	Present
Rfg Advisory Llc Dba Olson Strategic Wealth	St. George	UT	08/2026	Present

03/2015 → Present

Boss Retirement Solutions, Llc

Lehi, UT
03/2015 → Present

Boss Retirement Advisors, Llc

Lehi, UT
08/2026 → Present

Rfg Advisory Llc Dba Olson Strategic Wealth

St. George, UT

Other Businesses

1) Olson Strategic Planning; YES; 1575 S River Rd, PO Box 104, St. George UT 84790; 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) Mtn Man Realty, LLC; 4011 S Jackson Drive, Washington, UT, 84780; Principal Broker; 2/25/2003; nothing regular hrs/mo; nothing regular hrs/month during trading hours; Represents buyers and sellers for various real estate transactions.

Exams

Code	Exam	Date
S65	Uniform Investment Adviser Law Examination	2015-07-28

S65 Uniform Investment Adviser Law Examination

2015-07-28

Other Names

Brandon Phillip Olson

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