Brandon
Olson

B.O.S.S. Retirement Advisors, LLC

CRD#6479017
Investment Advisor
in Lehi, UT

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About this Advisor

Brandon Olson is a financial advisor based in Lehi, Utah, working with B.O.S.S. Retirement Advisors, LLC. Brandon has previously held positions at Christensen Arms, Boss Retirement Solutions, LLC, and Boss Retirement Advisors, LLC. Brandon has passed the Series 65 regulatory exam and is registered to provide services in Texas and Utah. Currently, Brandon is part of B.O.S.S. Retirement Advisors, LLC, which operates out of Lehi, Utah. The firm has 8 offices and 61 employees. The firm manages assets totaling $764.0 million and serves high-net-worth clients. The services offered by the firm include financial planning services and the selection of other advisers. The fee structure at B.O.S.S. Retirement Advisors, LLC includes fixed and other fees.

Certifications and Registrations

Series 65

Services Offered

Financial planning services, Selection of other advisers

Fee Structure

Fixed Fees, Others

Office Location

3400 N Ashton Blvd Suite 190
Lehi, UT 84043

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B.O.S.S. Retirement Advisors, LLC Brokerage Details

Total Assets Under Management

$763,971,695

UT Average: $693,624,108
Total Number of Employees

61

UT Average: 12
Total Number of Accounts

6,227

UT Average: 1,115
Average Account Size

$122,687

UT Average: $622,084

Investment Advisory Services

  • Financial planning services
  • Selection of other advisers

Brandon Olson Work History

2015 - Present (10 years)

Boss Retirement Solutions, LLC

2015 - Present (10 years)

Boss Retirement Advisors, LLC

2014 - 2015 (1 year)

Christensen Arms

Created with Highcharts 6.0.7

Disclosures

Please visit the SEC profile of Brandon Olson to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.

Financial Advisors at B.O.S.S. Retirement Advisors, LLC

Adam Lallas
Lehi, UT
Weston Huber
Lehi, UT
Charles Maynes
Lehi, UT
Cassidy O'Brien
Lehi, UT
David Boyd
Lehi, UT
Brandon Olson
Lehi, UT
Cameron Rankin
Lehi, UT
John Gehrke
Provo, UT

The content in this profile was updated by SmartAsset on 6/19/2024. All advisor details come from publicly available data, and we cannot guarantee the accuracy of the content. We are unable to make individual profile updates. If you want your profile removed temporarily or permanently, please contact profile-compliance@smartasset.com.

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