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Disclosures

B.O.S.S. Retirement Advisors - Company Disclosures

Form CRS ADV Part 3
Form ADV Part 2A
Privacy Notice
Investor Protection Checklist
AEWM Disclosures and ADVs

B.O.S.S. RETIREMENT ADVISORS - ADVISOR FORM ADV PART 2B

Adam Lallas
Adam Mortensen
Austin Thacker
Bailey Pope
Brady Fuller
Brandon Olson
Brent Dewsnup
Brian Ward
Bryce Pribyl
Cameron Rankin
Cassidy O'Brien
Charles Maynes
Chris Dolan
Craig Roth
Curtis Packer
Dave Whitworth
David Boyd
Dennis W. Larson
Drake Pruzey
Dylan Wathen
Ed Griffin
Garrett Wozniak
Gavin Bullock
Heidi Saavedra
Henry Qin
Jason Weaver
John Brough
John Gehrke
Jonathan Albrethsen
Jordan Brown
Julie Steppan
Karla Church
Kelly Holtman
Landry Leach
Lisa George
Melanie Tingey
Michael Zarlengo
Nate Vought
Rachael Scott
Robert Brantley
Ryan Landvatter
Ryan Thacker
Scott Swanson
Shay Nelson
Skyler Fredrickson
Spencer Felkins
Tyler Huband
Tyson Thacker
Weston Huber
Zach Mortensen

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B.O.S.S. Retirement Solutions
Phone: 800.637.1031
Email: info@bossretirement.com

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We are an independent financial services firm helping individuals create retirement strategies using a variety of investment and insurance products to custom suit their needs and objectives.

Investment advisory services offered by duly registered individuals through B.O.S.S. Retirement Advisors (BOSS) and AE Wealth Management, LLC (AEWM), both SEC Registered Investment Advisory firms. BOSS and Becker Retirement Group are not affiliated companies of AEWM.

Insurance products and services offered through BOSS.

Investing involves risk, including the potential loss of principal. No investment strategy can guarantee a profit or protect against loss in periods of declining values. None of the information contained on this website shall constitute an offer to sell or solicit any offer to buy a security or any insurance product.

Any references to protection benefits or steady and reliable income streams on this website refer only to fixed insurance products. They do not refer, in any way, to securities or investment advisory products. Annuity guarantees are backed by the financial strength and claims-paying ability of the issuing insurance company. Annuities are insurance products that may be subject to fees, surrender charges and holding periods which vary by insurance company. Annuities are not FDIC insured.

The information and opinions contained in any of the material requested from this website are provided by third parties and have been obtained from sources believed to be reliable, but accuracy and completeness cannot be guaranteed. They are given for informational purposes only and are not a solicitation to buy or sell any of the products mentioned. The information is not intended to be used as the sole basis for financial decisions, nor should it be construed as advice designed to meet the particular needs of an individual's situation.

The information contained in this material is given for informational purposes only, and no statement contained herein shall constitute tax, legal or investment advice. The information is not intended to be used as the sole basis for financial decisions, nor should it be construed as advice designed to meet the particular needs of an individual's situation. You should seek advice on legal and tax questions from an independent attorney or tax advisor. Our firm is not affiliated with the U.S. government or any governmental agency. Marketing materials provided by Infinity Marketing Services.

Please note that we are unable to accept any trade requests via email, voice message or text. BOSS submitted applications and paid application fees to be considered for the Inc. 5000 Fastest Growing Companies and Best of Utah State for Retirement Planning awards. The award results were independently determined by each organizations' criteria (https://www.inc.com/inc5000/apply/guide and https://www.bestofstate.org/about.html) and the information BOSS provided in the applications. BOSS received the Inc. 5000 award in 2016, 2017, 2018, and 2019. BOSS received the Utah Best of State award in 2019, 2020, 2021 and 2022.

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