Heidi
Saavedra
B.O.S.S. Retirement Advisors, LLC
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About this Advisor
Heidi Saavedra is a financial advisor working out of South Jordan, Utah who has 3 years of relevant experience. Saavedra is currently employed by B.O.S.S. Retirement Advisors, LLC. Throughout their career, they have worked at Robert Half, B.O.S.S. Retirement Advisors, LLC, Rbm Services, Lehi City Police Department, Golds Gym/Vasa Fitness and B.O.S.S. Retirement Solutions, LLC. Saavedra holds a Series 65 license, qualifying them as an investment advisor representative, and is registered to advise clients in Utah. B.O.S.S. Retirement Advisors, LLC is an advisory company headquartered in Lehi, UT. The investment advisory business has offices in eight locations and a total of 50 financial advisors. It controls $588 million in assets under management between its 8,405 accounts, making it one of the larger financial advisory firms in the United States by assets under management. Of its 8,405 accounts, just 1% belong to high-net-worth investors who have greater than $1 million in assets. B.O.S.S. Retirement Advisors, LLC provides a few services, including financial planning services and selection of other advisers. Financial advisory fees usually depend on the financial services provided. However, fee types charged by B.O.S.S. Retirement Advisors, LLC can be comprised of fixed and other fees.
Certifications and Registrations
Years Registered*
Services Offered
Fee Structure
Office Location
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B.O.S.S. Retirement Advisors, LLC Brokerage Details
$588,000,000
50
8,405
$69,958
Investment Advisory Services
- Financial planning services
- Selection of other advisers
Heidi Saavedra Work History
Heidi has been registered as a financial advisor for 3 years.*
B.O.S.S. Retirement Advisors, LLC
B.O.S.S. Retirement Solutions, LLC
Robert Half
Lehi City Police Department
Rbm Services
Golds Gym/Vasa Fitness
*The number of years registered in this profile is calculated by taking the year of an advisor's first active registration and subtracting it from the current year.
Disclosures
Please visit the SEC profile of Heidi Saavedra 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
Lehi, UT
Lehi, UT
Lehi, UT
Lehi, UT
Lehi, UT
Lehi, UT
Lehi, UT
Lehi, UT
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