Tobias
Shiner
B.O.S.S. Retirement Advisors, LLC
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About this Advisor
Tobias Shiner is a financial advisor operating in Lehi, Utah. Shiner is an employee of B.O.S.S. Retirement Advisors, LLC. Over the course of their career, Shiner has held roles at Lpl Financial, Boeing Employee Credit Union, Private Client Services, B.O.S.S. Retirement Advisors, LLC, Aqua Investment Platform and Spencer Cabinets. Shiner maintains a Series 66 license, certifying them as both a securities agent and an investment advisor representative, and is able to work in Washington. B.O.S.S. Retirement Advisors, LLC is a registered investment firm headquartered in Lehi, UT. The investment advisory business has offices in eight locations and a total of 50 financial advisors. It oversees $588 million in assets under management across its 8,405 accounts, making it one of the bigger financial advisory firms in the country by assets under management. Of its 8,405 accounts, just 1% are held by high-net-worth individuals who have greater than $1 million in assets. B.O.S.S. Retirement Advisors, LLC offers a set of services, including financial planning services and selection of other advisers. A financial advisor's fee schedules depend on which services the firm provides the client. Fees billed by B.O.S.S. Retirement Advisors, LLC most likely are comprised of some combination 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
Tobias Shiner Work History
Tobias has been registered as a financial advisor for 0 years.*
B.O.S.S. Retirement Advisors, LLC
Aqua Investment Platform
Spencer Cabinets
Private Client Services
Lpl Financial
Boeing Employee Credit Union
*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 Tobias Shiner 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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