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2500 Executive Parkway Suite 500, Lehi, UT 84048 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| WA | RA | APPROVED | 2025-06-10 |
Branch Locations
2500 Executive Parkway Suite 500, Lehi, UT 84048 • United States
19401 40Th Ave West, Suite 210, Lynnwood, WA 98036 • United States
1 disclosure category reported Yes on this SEC record. Read each Yes below, then review the firm’s Form ADV Item 11 guide for how disclosure questions work.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Td Ameritrade | Palo Alto | CA | 02/2016 | 11/2016 |
| Go Nimbly | San Francisco | CA | 12/2016 | 05/2017 |
| Merrill Lynch, Pierce, Fenner & Smith Incorporated | Grand Rapids | MI | 11/2018 | 08/2021 |
| Intertek | Grand Rapids | MI | 02/2018 | 08/2018 |
| Klassa, Swaggerty Associates | Grand Rapids | MI | 10/2017 | 11/2017 |
| Jp Morgan Chase Bank, N.A. | Chicago | IL | 09/2021 | 05/2023 |
| Kyler Wescott Krieg | Plainwell | MI | 01/2020 | 07/2022 |
| Kyler Wescott Krieg | Kalamazoo | MI | 12/2020 | Present |
| Michael V D Aquila | Chicago | IL | 04/2023 | 07/2023 |
| Michael V D Aquila | Chicago | IL | 07/2023 | 04/2024 |
| Northwestern Mutual Investment Services | Chicago | IL | 08/2023 | 04/2024 |
| Kyler Wescott Krieg | Chicago | IL | 01/2003 | Present |
| Jp Morgan Securities, Llc | Chicago | IL | 09/2021 | 05/2023 |
| Ameriprise Financial Services, Inc. | Grand Rapids | MI | 10/2017 | 11/2017 |
| Bank Of America, N.A. | Grand Rapids | MI | 11/2018 | 08/2021 |
| Thrivent Investment Management Inc | Chicago | IL | 05/2024 | 10/2024 |
| Thrivent Financial | Appleton | WI | 05/2024 | 10/2024 |
| B.O.S.S. Retirement Advisors, Llc | Lehi | UT | 06/2025 | Present |
| B.O.S.S. Retirement Solutions, Llc | Lehi | UT | 06/2025 | Present |
Self employed as an author in Kenmore, WA since 2003. Self employed as a rental property owner in Kalamazoo, MI since 2020.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2016-04-22 |
| S63 | Uniform Securities Agent State Law Examination | 2016-01-04 |
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