Cole
Lyon
B.O.S.S. Retirement Advisors, LLC
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About this Advisor
Cole Lyon is a financial advisor based in South Jordan, Utah, working with B.O.S.S. Retirement Advisors, LLC. Cole has previously held positions at Incline Investment Advisors, LLC, Incline Investment Management, Hyatt Hotels Corporations, Sierra Nevada University, Camp Richardson Resort, South Tahoe High School / Middle School, and Boss Retirement Advisors, LLC. Cole has passed the Series 65 regulatory exam and is registered to provide services in Utah. Currently, Cole is part of B.O.S.S. Retirement Advisors, LLC, which operates out of South Jordan, 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
Services Offered
Fee Structure
Office Location
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B.O.S.S. Retirement Advisors, LLC Brokerage Details
$763,971,695
61
6,227
$122,687
Investment Advisory Services
- Financial planning services
- Selection of other advisers
Cole Lyon Work History
Boss Retirement Advisors, LLC
Incline Investment Advisors, LLC
Incline Investment Management
Hyatt Hotels Corporations
Sierra Nevada University
Camp Richardson Resort
Sierra Nevada University
Camp Richardson Resort
South Tahoe High School / Middle School
Disclosures
Please visit the SEC profile of Cole Lyon 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
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Lehi, UT
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