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Disclosures

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

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

Adam Lallas
Adam Mortensen
Andrew William
Austin Thacker
Boris Mandich
Brady Fuller
Brandon Olson
Brent Dewsnup
Brian Ward
Cameron Rankin
Cassidy O'Brien
Charles Maynes
Chris Dolan
Curtis Packer
Dave Whitworth
David Boyd
Dennis W. Larson
Drake Puzey
Dylan Wathen
Ed Griffin
Garrett Wozniak
Gavin Bullock
Jason Weaver
John Brough
John Gehrke
Jonathan Albrethsen
Jordan Brown
Julie Steppan
Karla Church
Kelly Holtman
Kyler Krieg
Landry Leach
Lisa George
Melanie Tingey
Michael Fortin
Nate Vought
Rachael Scott
Robert Brantley
Ryan Landvatter
Ryan Thacker
Scott Swanson
Shay Nelson
Skyler Fredrickson
Spencer Felkins
Ty Snow
Tyler Huband
Tyson Thacker
Weston Huber
Zach Mortensen

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Advisory services offered through B.O.S.S. Retirement Advisors, LLC, an SEC-Registered Investment Advisor. Insurance products and services offered through B.O.S.S. Retirement Solutions. Information contained in this material is for informational purposes only. Actual results may vary. 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 any individual. You should seek advice on legal and tax questions from an independent attorney or tax advisor. Our firm is not affiliated with the Social Security Administration, U.S. government, or any governmental agency.

This website is limited to the dissemination of general information pertaining to its advisory services, together with access to additional investment-related information, publications and links. Accordingly, the publication of BOSS’ website on the internet should not be construed by any consumer and/or prospective client as a solicitation to effect or attempt to effect transactions in securities or the rendering of personalized investment advice for compensation. Any subsequent, direct communication by BOSS with a prospective client shall be conducted by a representative who is either registered or qualifies for an exemption or exclusion from registration in the state where the prospective client resides. BOSS does not make any representations or warranties as to the accuracy, timeliness, suitableness, completeness or relevance of any information prepared by any unaffiliated third party, whether linked to BOSS’ website or incorporated herein, and takes no responsibility therefore. All such information is provided solely for convenience purposes and all users thereof should be guided accordingly. By submitting your personal information, you consent to be contacted by a team member of 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 herein shall constitute an offer to sell or solicit any offer to buy a security or 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 Idaho’s Best award is based on public voting over the year preceding the award announcement. BOSS submitted applications and paid fees to be considered for the Idaho’s Best award. Results were independently determined by the awarding organization and the information BOSS provided. BOSS received the Idaho’s Best award in 2024, and subsequently paid a licensing fee to Inc. to use the award logo in marketing materials. This payment creates an incentive for BOSS to promote the award." A complete description of the Idaho’s Best methodology is available on their website at https://idahosbest.com/how-it-works/. Receipt of this award is not indicative of future performance and should not be relied upon as the sole basis for an investment decision.

The Inc. 5000 award is based on revenue growth over a three-year period preceding the award announcement. BOSS submitted applications and paid fees to be considered for the Inc. 5000 award. Results were independently determined by the awarding organization and the information BOSS provided. BOSS received the Inc. 5000 award in 2016, 2017, 2018 and 2019, 2020, and subsequently paid a licensing fee to Inc. to use the award logo in marketing materials. This payment creates an incentive for BOSS to promote the award." A complete description of the Inc. 5000 methodology is available on their website at https://www.inc.com/inc-5000-methodology-how-we-selected-these-companies.html. Receipt of this award is not indicative of future performance and should not be relied upon as the sole basis for an investment decision.

The Utah Best of State award is based on achievement in the field, innovation or creativity, and contribution to the quality of life in Utah over the year preceding the award announcement. BOSS submitted applications and paid fees to be considered for the Utah’s Best of State award. Results were independently determined by the awarding organization and the information BOSS provided. BOSS received the Utah’s Best of State award in 2019, 2020, 2021, 2023, 2023 and 2025, and subsequently paid a licensing fee to Inc. to use the award logo in marketing materials. This payment creates an incentive for BOSS to promote the award." A complete description of the Utah’s Best of State methodology is available on their website at https://www.bestofstate.org/about.html. Receipt of this award is not indicative of future performance and should not be relied upon as the sole basis for an investment decision.

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