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Zachary Brett Mortensen

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

South Jordon, UT

Lehi, UT

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

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

Current Registrations

AuthorityCategoryStatusDate
UT RA APPROVED 2019-02-15
  • UT RA
    APPROVED
    Since 2019-02-15

Branch Locations

10355 S. Jordan Gateway, Suite 100, South Jordon, UT 84095 • 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
OrganizationCityStateFromTo
B.O.S.S. Retirement Advisors, Llc Lehi UT 05/2016 Present
B.O.S.S. Retirement Solutions, Llc Lehi UT 05/2016 Present
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2019-02-04
  • S65 Uniform Investment Adviser Law Examination
    2019-02-04
Other Names
  • Zach Mortensen
  • Zach Brett Mortensen

View on SEC IAPD

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