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B.o.s.s. Retirement Advisors, LLC CRD 171143
$1.38B regulatory AUM
Reported services (Item 5G)
From the firm’s Form ADV. Read the guides:
2500 Executive Parkway Suite 500, Lehi, UT 84048 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED_RES | 2025-11-23 |
| UT | RA | APPROVED | 2019-02-15 |
Branch Locations
2500 Executive Parkway Suite 500, Lehi, UT 84048 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| B.O.S.S Retirement Advisors, Llc | Lehi | UT | 11/2017 | Present |
| Capstone Financial Advisors, Inc. | Downers Grove | IL | 06/2014 | 10/2017 |
| B.O.S.S. Retirement Solutions, Llc | Lehi | UT | 11/2017 | Present |
Providing tax preparation services as a sole proprietor, a non-investment related business started in January 2020 and located n Payson, UT.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2019-02-01 |
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