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Curtis Gardiner Packer

B.o.s.s. Retirement Advisors, LLC

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About Curtis Gardiner Packer

Curtis Gardiner Packer is a registered Investment Advisor Representative associated with B.o.s.s. Retirement Advisors, LLC. Curtis Packer has been in the industry since April 2009. Curtis Packer is licensed in Utah and is a Series 65 licensed individual. Curtis Gardiner Packer is associated with B.o.s.s. Retirement Advisors, LLC located in Lehi, UT.

Firm Information

Curtis Packer is currently registered with B.o.s.s. Retirement Advisors, LLC. B.o.s.s. Retirement Advisors, LLC is a Registered Investment Advisor headquartered in Lehi, UT. The firm provides financial planning, selection of other advisors, and has approximately $763,971,695 in regulatory assets under management. The firm primarily serves individuals and high-net-worth individuals, with over 6,200 accounts.
B.o.s.s. Retirement Advisors, LLC

3400 N ASHTON BLVD

LEHI, UT 84043

$763.97M

Assets Under Management

Not reported

Total Clients

42

Total Financial Advisors

Services Offered

Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.

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financial planning services

Comprehensive financial plans to help you achieve your personal and business goals.

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selection of other advisors

Helps you choose top advisors aligned with your financial goals.

Fee Structure

Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.

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fixed fees

Set rates for specific services, regardless of time or assets managed.

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other

Referral fees

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Curtis Packer’s Registration & Firm History

UT

05/23/2017 - Present

B.o.s.s. Retirement Advisors, LLC (Lehi UT)

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Licenses & Designations

IA

Issued 05/22/2017

Series 65 - Uniform Investment Adviser Law Examination

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are no public disclosures for Curtis Gardiner Packer.
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