Kelly Lisa Holtman
Investment Adviser Representative at B.o.s.s. Retirement Advisors, LLC
Professional summary
Compiled by AdvisorFinder from public regulatory records. This advisor has not provided a personal biography.
Kelly Lisa Holtman is an investment adviser representative with B.o.s.s. Retirement Advisors, LLC in Ogden, UT, where they have been registered since 2024. They have worked in the securities industry since 2007 and have been registered with 5 firms, including Raymond James Financial Services Advisors, Inc and Wells Fargo Advisors Financial Network, LLC. They have passed 5 industry qualification exams, including the Series 65 (investment adviser), Series 66 (combined investment adviser and state securities agent), and Series 7 (general securities representative). They are registered to provide investment advice in Utah.
Office
Advisors at this office: 3
Branch office as filed with FINRA, counting current advisors in the directory who work there.
Registrations & licenses
- Investment adviser:
- Utah
Registration requirements vary by state and service. Contact the advisor's firm to confirm whether they can serve you.
Financial-firm registration history
Registration history as reported to FINRA, most recent first.
Reported employment history
Employment the advisor reported on their SEC/FINRA filings, as of October 8, 2026. It may not be a complete history.
- LPL Financial LLCFeb 2011 – Dec 2017Midvale, UT
- Triad AdvisorsDec 2017 – May 2019Midvale, UT
- Soltis Investment Advisors LLCMay 2019 – Dec 2019St. George, UT
- Wells Fargo AdvisorsJan 2020 – Jul 2020Salt Lake City, UT
- Raymond James Financial Services, IncJul 2020 – Feb 2024Salt Lake City, UT
- B.o.s.s. Retirement Advisors, LLCFeb 2024 – no end date reportedOgden, UT
- B.O.S.S. Retirement Solutions, LLCFeb 2024 – no end date reportedLehi, 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
Client types the firm serves
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 profileOther advisors at B.o.s.s. Retirement Advisors, LLC
Showing 12 of 49 in the directory
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This profile was compiled and published by AdvisorFinder as editorial content using publicly available information from the SEC's IAPD database and FINRA BrokerCheck. Kelly Lisa Holtman 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.
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