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Karla Glover Church

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

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About Karla Glover Church

Karla Glover Church is a registered Investment Advisor Representative in Utah. Karla is affiliated with B.o.s.s. Retirement Advisors, LLC and has been working in the financial services industry since June 2007. Karla has passed the Uniform Investment Adviser Law Examination (Series 65) and is currently licensed with B.o.s.s. Retirement Advisors, LLC in Utah. B.o.s.s. Retirement Advisors, LLC is a Registered Investment Advisor with its main office in Lehi, Utah. The firm has a total of 763,971,695 USD in regulatory assets under management.

Firm Information

Karla Church 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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Karla Church’s Registration & Firm History

UT

06/17/2021 - Present

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

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Licenses & Designations

IA

Issued 06/08/2021

Series 65 - Uniform Investment Adviser Law Examination

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are no public disclosures for Karla Glover Church.
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