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Ryan M Landvatter

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

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About Ryan M Landvatter

Ryan M. Landvatter is a financial advisor at B.o.s.s. Retirement Advisors, LLC. Ryan is a registered investment advisor in Idaho, Texas and Utah. Ryan has been working in the financial industry for over 14 years. Ryan's previous experience includes working at Fidelity Brokerage Services LLC and Landvatter Electric. Ryan holds the Series 7, Series 63, Series 65 and SIE licenses. Ryan specializes in financial planning and selection of other advisors. Ryan has been a registered investment advisor for over 5 years. Ryan is also a freelance artist and has been running his own business, ITSOKAYTOBEANERD.BLOGSPOT.COM, since 2010.

Firm Information

Ryan Landvatter 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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Ryan Landvatter’s Registration & Firm History

UT

02/27/2017 - Present

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

UT

11/06/2007 - 05/07/2015

FIDELITY BROKERAGE SERVICES LLC (SALT LAKE CITY UT)

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Licenses & Designations

IA

Issued 02/24/2017

Series 65 - Uniform Investment Adviser Law Examination

BC

Issued 11/09/2007

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 05/07/2015

SIE - Securities Industry Essentials Examination

BC

Issued 11/05/2007

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are no public disclosures for Ryan M Landvatter.
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