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Landry Leach

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

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About Landry Leach

Landry Leach is a registered investment advisor representative at B.o.s.s. Retirement Advisors, LLC in Lehi, Utah. Landry has been in the financial services industry since 2012 and has experience with Thrivent Investment Management Inc. and NYLIFE Securities LLC. Landry holds the Series 6, 7, 63, and 66 licenses. Landry specializes in providing financial planning services to individuals and high-net-worth individuals.

Firm Information

Landry Leach 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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Landry Leach’s Registration & Firm History

UT

10/04/2023 - Present

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

MN

08/23/2022 - 09/30/2022

THRIVENT INVESTMENT MANAGEMENT INC. (MINNEAPOLIS MN)

CO

11/08/2018 - 04/25/2022

THRIVENT INVESTMENT MANAGEMENT INC. (Colorado Springs CO)

UT

06/08/2012 - 09/24/2018

NYLIFE SECURITIES LLC (SANDY UT)

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Licenses & Designations

BOTH

Issued 02/13/2019

Series 66 - Uniform Combined State Law Examination

BC

Issued 07/21/2012

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 09/24/2018

SIE - Securities Industry Essentials Examination

BC

Issued 08/22/2017

Series 7 - General Securities Representative Examination

BC

Issued 06/07/2012

Series 6 - Investment Company Products/Variable Contracts Representative Examination

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are no public disclosures for Landry Leach.
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