AdFi
BR

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

SEC Registered
Lehi, UT801-990-5055
Assets Under Management
$1B–$5B
Office Locations
10 offices
Total Accounts
11452

About the firm

Firm Focus

Client segments reported on the firm's SEC Form ADV — applies to all advisors at the firm.

IndividualsHigh Net WorthPension/Profit SharingCorporations

Leadership

Tyson Paul Thacker
CHIEF EXECUTIVE OFFICER
Ryan Thacker
PRESIDENT
Charles A Maynes
CCO

Office locations

10 offices in 3 states
UT
LehiHQ
UT
Salt Lake City
ID
Meridian
UT
Bountiful
UT
South Jordan
UT
Ogden
UT
Provo
WA
Kirkland
WA
Bothell
UT
West Valley City

Advisors at this firm

49 advisors in the directory

Edward Dennis Griffin
Investment Adviser Representative
Investment Adviser Representative
Tyson Paul Thacker
Investment Adviser Representative
Investment Adviser Representative
John Ryan Brough
Investment Adviser Representative
Investment Adviser Representative
Jason Patrick Weaver
Investment Adviser Representative
Investment Adviser Representative
Brady Jake Fuller
Investment Adviser Representative
Investment Adviser Representative
Christopher Joel Dolan
Investment Adviser Representative
Investment Adviser Representative
Kelly Lisa Holtman
Investment Adviser Representative
Investment Adviser Representative
Charles A Maynes
Investment Adviser Representative
Investment Adviser Representative
Brent Richard Dewsnup
Investment Adviser Representative
Investment Adviser Representative
Robert Nelson Brantley
Investment Adviser Representative
Investment Adviser Representative
Ryan M Landvatter
Investment Adviser Representative
Investment Adviser Representative
Karla Glover Church
Investment Adviser Representative
Investment Adviser Representative
Skyler Craig Fredrickson
Investment Adviser Representative
Investment Adviser Representative
Landry Leach
Investment Adviser Representative
Investment Adviser Representative
Brian Ward
Investment Adviser Representative
Investment Adviser Representative
Ryan Thacker
Investment Adviser Representative
Investment Adviser Representative
Brandon Philip Olson
Investment Adviser Representative
Investment Adviser Representative
David Whitworth
Investment Adviser Representative
Investment Adviser Representative
Curtis Gardiner Packer
Investment Adviser Representative
Investment Adviser Representative
Melanie Colleen Tingey
Investment Adviser Representative
Investment Adviser Representative
John Stephan Gehrke
Investment Adviser Representative
Investment Adviser Representative
Julia Kathryn Steppan
Investment Adviser Representative
Investment Adviser Representative
Tyler Reed Snow
Investment Adviser Representative
Investment Adviser Representative
Adam Michael Lallas
Investment Adviser Representative
Investment Adviser Representative
Zachary Brett Mortensen
Investment Adviser Representative
Investment Adviser Representative
Garrett C Wozniak
Investment Adviser Representative
Investment Adviser Representative
Michael Ronald Fortin
Investment Adviser Representative
Investment Adviser Representative
Weston Huber
Investment Adviser Representative
Investment Adviser Representative
Cassidy Ann O'Brien
Investment Adviser Representative
Investment Adviser Representative
David James Boyd
Investment Adviser Representative
Investment Adviser Representative
Dennis W Larson
Investment Adviser Representative
Investment Adviser Representative
Tyler David Huband
Investment Adviser Representative
Investment Adviser Representative
Nathan Scott Vought
Investment Adviser Representative
Investment Adviser Representative
Drake Puzey
Investment Adviser Representative
Investment Adviser Representative
Scott M Swanson
Investment Adviser Representative
Investment Adviser Representative
Andrew James Williams
Investment Adviser Representative
Investment Adviser Representative
Ryan Williams
Investment Adviser Representative
Investment Adviser Representative
Austin Reed Thacker
Investment Adviser Representative
Investment Adviser Representative
Hayden Renno Adams
Investment Adviser Representative
Investment Adviser Representative
Cameron Travis Rankin
Investment Adviser Representative
Investment Adviser Representative
Rachael Scott
Investment Adviser Representative
Investment Adviser Representative
John Preston Brough
Investment Adviser Representative
Investment Adviser Representative
Shay Nicole Nelson
Investment Adviser Representative
Investment Adviser Representative
Jonathan Albrethsen
Investment Adviser Representative
Investment Adviser Representative
Dylan Mark Wathen
Investment Adviser Representative
Investment Adviser Representative
Spencer Leon Felkins
Investment Adviser Representative
Investment Adviser Representative
Lisa Keleigh George
Investment Adviser Representative
Investment Adviser Representative
Adam David Mortensen
Investment Adviser Representative
Investment Adviser Representative
Gabriel Christian Baldonado
Investment Adviser Representative
Investment Adviser Representative

Regulatory & compliance

CRD number
#171143
SEC Number
801-117974
Disciplinary History
Yes
Fees & Minimums
Fee arrangements the firm reports: Flat Fee / Other
Minimum: $7,000 (waivable)

Data as of August 13, 2026 · Source: SEC IAPD & FINRA BrokerCheck

Contact Information

Editorial disclosure

This profile was compiled and published by AdvisorFinder as editorial content using publicly available information from the SEC's IAPD database and FINRA BrokerCheck. B.o.s.s. Retirement Advisors, LLC 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 the SEC or FINRA websites before making any decision.

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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B.o.s.s. Retirement Advisors in Lehi, UT - Fees & Services