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Gabriel Christian Baldonado

Investment Adviser Representative at B.o.s.s. Retirement Advisors, LLC

Lehi, UTCRD #8224616Investment Adviser Representative
No disclosures on record
Sourced from SEC IAPD & FINRA BrokerCheck
Exams Passed
1

Professional summary

Compiled by AdvisorFinder from public regulatory records. This advisor has not provided a personal biography.

Gabriel Christian Baldonado is an investment adviser representative with B.o.s.s. Retirement Advisors, LLC in Lehi, UT, where they have been registered since 2026, the year they entered the securities industry. They have passed the Series 65 (investment adviser) exam. They are registered to provide investment advice in Utah.

Office

2500 Executive Parkway, Suite 500
Lehi, UT 84048

Advisors at this office: 27

Branch office as filed with FINRA, counting current advisors in the directory who work there.

Registrations & licenses

Registration type
Investment Adviser Representative
As of August 17, 2026, from the advisor's current registrations on SEC IAPD
State registrations
Investment adviser:
Utah

Registration requirements vary by state and service. Contact the advisor's firm to confirm whether they can serve you.

Examinations passed
Series 65
Uniform Investment Adviser Law Examination
Passed 2/9/2026

Financial-firm registration history

Registration history as reported to FINRA, most recent first.

B.o.s.s. Retirement Advisors, LLCCurrent
2/17/2026 – Lehi, UT

Reported employment history

Employment the advisor reported on their SEC/FINRA filings, as of October 8, 2026. It may not be a complete history.

  1. B.O.S.S. Retirement Advisors, LLC
    Jan 2026 – no end date reportedLehi, UT
  2. B.O.S.S. Retirement Solutions, LLC
    Jan 2026 – no end date reportedLehi, UT
  3. N/a
    Sep 2015 – Dec 2024American Fork, UT
  4. Church of Jesus Christ of Latter Day Saints
    Nov 2020 – Dec 2022Bio Bio
  5. Robinhood Roofing
    Mar 2025 – Sep 2025Provo, UT
  6. Searcy Financial Services
    May 2025 – Jun 2025Overland Park, KS
  7. Utah Valley University
    Oct 2025 – Dec 2025Vineyard, UT

Official records & sources

Data as of August 11, 2026 · Source: SEC IAPD & FINRA BrokerCheck

About B.o.s.s. Retirement Advisors, LLC

These details describe the firm overall. Individual advisors' services, clients, and fees may differ.

Fee arrangements the firm reports

  • Fixed fee
  • Other
Firm account minimum
$7,000 (waivable)
Estimated blended rate
0.0175

Arrangements the firm reports on its Form ADV; this advisor may not charge every fee listed. Estimated from the firm's Form ADV — individual terms may differ. Not a quote.

Services the firm offers

Financial PlanningSelection of Other Advisers

Client types the firm serves

IndividualsHigh Net WorthPension/Profit SharingCorporations

Firm assets under management

$1B–$5B

Firm disclosures (Form ADV)
Disciplinary history reportedVerify on SEC IAPD
Advisors listed on AdvisorFinder:
49
Offices listed on AdvisorFinder:
10
Main office:
Lehi, UT
SEC file number:
801-117974

Counts reflect AdvisorFinder directory coverage, not necessarily the firm's complete network.

Form ADV data as of August 13, 2026

View full firm profile

Other advisors at B.o.s.s. Retirement Advisors, LLC

Showing 12 of 49 in the directory

View B.o.s.s. Retirement Advisors, LLC firm profile

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About this profile

This profile was compiled and published by AdvisorFinder as editorial content using publicly available information from the SEC's IAPD database and FINRA BrokerCheck. Gabriel Christian Baldonado has not reviewed, approved, or endorsed this profile and is not responsible for its accuracy. Regulatory records change over time — always verify the current record directly on BrokerCheck or SEC.gov before making any decision. AdvisorFinder may be compensated for referrals generated through this page.

BrokerCheck data is used subject to the FINRA BrokerCheck Terms of Use. Found something inaccurate? Report inaccurate data and we will correct any error we introduced. Errors in the underlying BrokerCheck record itself are referred to FINRA, which maintains that record.

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