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Adam David Mortensen

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

Lehi, UT

CRD 7979390

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Employer firm

B.o.s.s. Retirement Advisors, LLC CRD 171143

$1.38B regulatory AUM

Reported services (Item 5G)

  • Financial planning
  • Selection of other advisers

From the firm’s Form ADV. Read the guides:

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 2024-09-04
  • UT RA
    APPROVED
    Since 2024-09-04

Branch Locations

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 01/2022 Present
B.O.S.S. Retirement Solutions, Llc Lehi UT 01/2022 Present
Lds Missionary Salt Lake City UT 09/2015 08/2017
N/A Provo UT 09/2017 04/2021
Upwell Health Orem UT 01/2018 05/2020
Collective Health Lehi UT 05/2020 01/2022
  • 01/2022 → Present
    B.O.S.S. Retirement Advisors, Llc
    Lehi, UT
  • 01/2022 → Present
    B.O.S.S. Retirement Solutions, Llc
    Lehi, UT
  • 09/2015 → 08/2017
    Lds Missionary
    Salt Lake City, UT
  • 09/2017 → 04/2021
    N/A
    Provo, UT
  • 01/2018 → 05/2020
    Upwell Health
    Orem, UT
  • 05/2020 → 01/2022
    Collective Health
    Lehi, UT
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2024-08-21
  • S65 Uniform Investment Adviser Law Examination
    2024-08-21

View on SEC IAPD

Nearby Firms

EDWARD JONES
MWA FINANCIAL SERVICES INC.
STATE FARM INVESTMENT MANAGEMENT CORP.

Nearby Investors

Arthur Craig Condie
RYAN CLARK ANDERSON
VIC K HILLMAN

Nearby Offices

EDWARD JONES · LEHI, UT
MWA FINANCIAL SERVICES INC. · Lehi, UT
STATE FARM INVESTMENT MANAGEMENT CORP. · Lehi, UT

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