Isaac Alexander Boll

Current Employers

Employment History

• 04/2015 → 06/2018
  Northwestern Mutual
  Springfield, MO
• 06/2018 → 01/2019
  New York Life Insurance Co.
  Overland Park, KS
• 07/2018 → 01/2019
  Nylife Securities Llc
  Overland Park, KS
• 01/2019 → 01/2020
  Peterson Wealth Advisors
  Springfield, MO
• 01/2019 → 01/2020
  Commonwealth Financial Network
  Waltham, MA
• 04/2020 → 04/2022
  Financial Advisory Service, Inc.
  Leawood, KS
• 04/2020 → 04/2022
  Fas Corp.
  Leawood, KS
• 05/2022 → 04/2023
  The Vanguard Group, Inc.
  Scottsdale, AZ
• 06/2023 → 09/2024
  Harbour Investments, Inc
  Madison, WI
• 06/2023 → 09/2024
  Thompson Wealth Management
  Scottsdale, AZ
• 09/2024 → Present
  Cetera Wealth Services, Llc
  El Segundo, CA
• 09/2024 → Present
  Cwm, Llc Dba Carson Partners
  Gilbert, AZ
• 09/2024 → Present
  Garmone Financial, Llc
  Gilbert, AZ
• 08/2024 → 01/2026
  Wyzant
  Chicago, IL
• 08/2024 → 01/2026
  Tutor.COm
  Scottsdale, AZ
• 10/2025 → Present
  Boll Financial Services Llc
  Mesa, AZ
• 08/2024 → Present
  Tutoring
  Mesa, AZ

Previous Registrations

• 2023-06-16 → 2024-07-10
  Harbour Investments, Inc.
  Scottsdale, AZ
• 2022-06-10 → 2023-04-04
  Vanguard Advisers, Inc.
  Scottsdale, AZ
• 2020-05-05 → 2022-05-05
  Fas Wealth Partners, Inc.
  Leawood, KS

Other Businesses

1. NAME OF OTHER BUSINESS: CWM, LLC DBA CARSON PARTNERS INVESTMENT RELATED: YES ADDRESS: SAME AS REGISTERED LOCATION NATURE OF BUSINESS: SEC REGISTERED INVESTMENT ADVISORY FIRM THAT PROVIDES PORTFOLIO MANAGEMENT, FINANCIAL PLANNING, ESTATE PLANNING, AND ADDITIONAL ADVISORY SERVICES. POSITION/TITLE/RELATIONSHIP: WEALTH ADVISOR START DATE: 09/2024 APX NUMBER OF HOURS PER WEEK: 40 APX NUMBER OF HOURS DURING TRADING HOURS: 32.5 BRIEF DESCRIPTION OF DUTIES: OFFER ADVISORY SERVICES TO MY CLIENTS IN MY CAPACITY AS AN ADVISOR. 2. NAME OF OTHER BUSINESS: FIXED INSURANCE WITH VARIOUS COMPANIES INVESTMENT RELATED: YES ADDRESS: SAME AS REGISTERED LOCATION NATURE OF BUSINESS: FIXED INSURANCE START DATE: 03/2021 APX NUMBER OF HOURS PER WEEK: 5 APX NUMBER OF HOURS DURING TRADING HOURS: 5 POSITION/TITLE/RELATIONSHIP: INSURANCE AGENT BRIEF DESCRIPTION OF DUTIES: SELLS FIXED INSURANCE PRODUCTS 3. NAME OF OTHER BUSINESS: GARMONE FINANCIAL, LLC INVESTMENT RELATED: YES ADDRESS: SAME AS REGISTERED LOCATION NATURE OF BUSINESS: FINANCIAL SERVICES START DATE: 09/2024 POSITION/TITLE/RELATIONSHIP: WEALTH ADVISOR APX NUMBER OF HOURS PER WEEK: 40 APX NUMBER OF HOURS DURING TRADING HOURS: 32 BRIEF DESCRIPTION OF DUTIES: PROVIDE FINANCIAL SERVICES 4. NAME OF OTHER BUSINESS: TUTORING; INVESTMENT RELATED: NO; ADDRESS: 123 N CENTENNIAL WAY STE 205 MESA, AZ 85201; NATURE OF BUSINESS: TUTORING SERVICES ; START DATE: 08/2024; POSITION/TITLE/RELATIONSHIP: TUTOR; APX NUMBER OF HOURS PER WEEK: 10; APX NUMBER OF HOURS DURING TRADING HOURS: 1; BRIEF DESCRIPTION OF DUTIES: TUTORING FINANCE EXAMS, CFP EXAM, LIFE INSURANCE EXAM, SERIES EXAMS, ETC; 5. NAME OF OTHER BUSINESS: BOLL FINANCIAL SERVICES LLC; INVESTMENT RELATED: NO; ADDRESS: 123 N CENTENNIAL WAY STE 205, MESA, AZ 85291; NATURE OF BUSINESS: EXPENSE MANAGEMENT; START DATE: 10/2025; POSITION/TITLE/RELATIONSHIP: OWNER; APX NUMBER OF HOURS PER WEEK: 2; APX NUMBER OF HOURS DURING TRADING HOURS: 1; BRIEF DESCRIPTION OF DUTIES: EXPENSE MANAGEMENT;

Exams

• S63 Uniform Securities Agent State Law Examination
  2022-06-17
• S66 Uniform Combined State Law Examination
  2020-01-18

Designations

Other Names

• Isaac A Boll
• Isaac Alexander Boll
• Isaac Boll