Soutu Jordan, UT Office
TeamData sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
B.O.S.S. Retirement Advisors, LLC
Multi-team
Firm-wide stats for B.O.S.S. Retirement Advisors, LLC
About
B.O.S.S. Retirement Advisors provides investment advisory services and supplemental financial planning to individuals, high‑net‑worth clients, pension and profit‑sharing plans, trusts, estates, and business entities. The firm manages approximately $1.38 billion on a discretionary basis and delivers ongoing services primarily through co‑managed arrangements with AE Wealth Management and by referring clients to third‑party money managers or platform providers.
The firm’s process begins with a client assessment to document objectives and risk profile, then relies on model portfolios and outside managers to construct diversified allocations while acting as liaison, handling paperwork, and providing periodic oversight. Supplemental planning and consulting are sometimes offered on a complimentary basis, and B.O.S.S. discloses that it receives a negotiated portion of advisory fees from certain third‑party managers for referred assets, which it identifies as a potential conflict of interest.
Noteworthy features include the firm’s extensive delegation to external managers—trading and proxy voting responsibilities are generally governed by those outside managers rather than handled in‑house—which differs from firms that retain full portfolio management and proxy voting internally. Several associated persons also engage in separate insurance, real estate, publishing, and marketing activities and receive separate compensation for those services, arrangements the firm discloses and addresses in its supervisory policies.
Based on B.O.S.S. Retirement Advisors, LLC
Location
10355 South Jordan Gateway, Suite 100
Soutu Jordan UT 84095
Advisors at this office
3
Advisors at this office
Charles M
Series 65, Series 63
Soutu Jordan, UT
B.O.S.S. Retirement Advisors, LLC
Charles Maynes is a financial advisor with B.O.S.S. Retirement Advisors, LLC, holding Series 65 and Series 63 credentials and bringing 11 years of industry experience. He has been with B.O.S.S. Retirement Solutions and B.O.S.S. Retirement Advisors since 2014. B.O.S.S. Retirement Advisors provides investment advisory and supplemental financial planning services to individuals, high-net-worth clients, pension and profit-sharing plans, trusts, estates, and business entities. The firm manages approximately $1.38 billion on a discretionary basis, primarily delivering services through co-managed arrangements with AE Wealth Management and referrals to third-party money managers.
Rachael S
Series 63, Series 65
South Jordan, UT
B.O.S.S. Retirement Advisors, LLC
Rachael Scott is a financial advisor at B.O.S.S. Retirement Advisors, LLC with two years of industry experience. She holds Series 63 and Series 65 licenses and has previously worked at J.P. Morgan Securities, JPMorgan Chase Bank, N.A., and AI Tech. B.O.S.S. Retirement Advisors provides investment advisory services and supplemental financial planning to individuals, high-net-worth clients, pension and profit-sharing plans, trusts, estates, and business entities. The firm manages approximately $1.38 billion on a discretionary basis, using model portfolios and outside managers to construct diversified allocations while offering ongoing client oversight and consulting.
Adam M
Series 65
South Jordan, UT
B.O.S.S. Retirement Advisors, LLC
Adam Mortensen is a Series 65 licensed advisor at B.O.S.S. Retirement Advisors, LLC with two years of industry experience. His prior roles include positions at Collective Health and Upwell Health, and he served as an LDS missionary from 2015 to 2017. B.O.S.S. Retirement Advisors provides investment advisory and supplemental financial planning services to individuals, high-net-worth clients, pension and profit-sharing plans, trusts, estates, and business entities. The firm manages approximately $1.38 billion primarily through co-managed arrangements with AE Wealth Management and referrals to third-party money managers, emphasizing diversified allocations and ongoing oversight.
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