Christopher J. Dolan

B.O.S.S. RETIREMENT ADVISORS

Lehi, UT 84043

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CRD#: 5090040

Professional summary

Christopher Joel Dolan, CFP®, who also goes by Christopher Joel Dolan Mr., Christopher Dolan, is a registered financial advisor currently at B.O.S.S. RETIREMENT ADVISORS, LLC located in Lehi, Utah.

Christopher is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2006. Christopher has worked at 8 firms and has passed the Series 66, Series 63, SIE, Series 7 and Series 6 exams.

Question & Answer

Are you a "fiduciary"?

Yes

Aliases

Christopher Joel Dolan Mr. | Christopher Dolan

Other business activities

Outside business activity is any business or activity undertaken by an advisor that is outside the scope of their relationship with their firm (e.g., consulting services, real estate, freelance work, teaching, etc.). Investors should stay informed about these activities to ensure no conflicts of interest.

1). NAME: E. A. BUCK INSURANCE DBA E. A. BUCK FINANCIAL SERVICES: ADDRESS: 55 MERCHANT ST. SUITE 2100, HONOLULU, HI 96813; INVESTMENT RELATED: YES; NATURE: SECURITIES AND INSURANCE BUSINESS: DUTIES: SERVICE ADVISING INSURANCE AND SECURITIES SALES AND MANAGEMENT: START DATE 03/2023 HOURS: 40 A WEEK. 2). NAME: MADISON AVENUE SECURITIES: SAN DIEGO, CALIFORNIA. REGISTERED REPRESENTATIVE. 40 HOURS/WEEK. INVESTMENT RELATED

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Christopher Joel Dolan's CRS (Customer Relationship Summary).

CRS (Customer Relationship Summary)

Certified licenses

Advisors may have various certifications and credentials from different organizations. AdvisorCheck highlights these seven certifications - AIF®, CFP®, ChFC®, CFA, CLU®, CIMA®, CPWA®

CFP^®

Certified Financial Planner

Start date: 2012

Experience

Current

March 27, 2025 - Present

B.O.S.S. RETIREMENT ADVISORS, LLC

Office #1: 3400 N Ashton Blvd Suite 190, Lehi, UT 84043

RIA

CRD#: 171143

Lehi, UT

Past

April 6, 2023 - March 19, 2025

BUCK WEALTH STRATEGIES, LLC

RIA

CRD#: 322138

BELLEVUE, WA

Past

April 3, 2023 - March 17, 2025

MADISON AVENUE SECURITIES, LLC

CRD#: 23224

Bellevue, WA

Past

January 8, 2016 - March 10, 2023

ROBERT W. BAIRD & CO. INCORPORATED

RIA

CRD#: 8158

Seattle, WA

Past

January 8, 2016 - March 10, 2023

ROBERT W. BAIRD & CO. INCORPORATED

CRD#: 8158

Seattle, WA

Past

July 24, 2013 - December 31, 2015

CHARLES SCHWAB & CO., INC.

RIA

CRD#: 5393

TACOMA, WA

Past

July 24, 2013 - January 20, 2016

CHARLES SCHWAB & CO., INC.

CRD#: 5393

TACOMA, WA

Past

September 12, 2008 - July 3, 2013

STRATEGIC ADVISERS LLC

RIA

CRD#: 104555

TUKWILA, WA

Past

February 16, 2007 - July 2, 2013

FIDELITY BROKERAGE SERVICES LLC

CRD#: 7784

TUKWILA, WA

Past

March 6, 2006 - October 2, 2006

WAMU INVESTMENTS, INC.

CRD#: 599

AUBURN, WA

Primary Firm SEC Registration

This SEC-registered firm can serve clients nationwide. Some states may require the firm to submit a notice filing if the firm has more than 5 clients or a physical office there. You can view these state-level filings under the section titled "State Registrations and Notice Filings".

B.O.S.S. RETIREMENT ADVISORS, LLC

B.O.S.S. RETIREMENT ADVISORS, LLC | B.O.S.S. WEALTH PLAN RETIREMENT SOLUTIONS, LLC | B.O.S.S. WEALTH PLAN RETIREMENT SOLUTIONS

CRD#: 171143 / SEC#: 801-117974

RIA

Registered Investment Advisory firm - (1/22/2020 Approved)

Texas

Registered Investment Advisory firm - (1/24/2020 Terminated)

Utah

Registered Investment Advisory firm - (2/24/2020 Terminated)

Why is a state registration marked "Terminated"? When a firm registers with the SEC (usually after managing $100M+ AUM), it often withdraws separate state firm registrations unless required by that state. The firm can still serve clients there through its individually registered Investment Advisor Representatives (IARs).

State Registrations and Notice Filings

Listed states reflect where the advisor is authorized to serve clients under state regulations.

IAR

means the advisor is registered as an Investment Advisor Representative in this state and is authorized to provide investment advice to clients there.

Highlighted states indicate IAR registrations

IAR

Utah
(3/27/2025)

Don't see your state listed? The advisor may still be able to work with you under the federal De Minimis Rule, which allows up to five investment advisory clients in a state without registration. Some states, like TX, LA, NE, and NH, may still require registration or notice filing. Contact the advisor or their firm to confirm their investment advisory availability in your state.

Exams

State Security Law Exam

IAR

Series 66

Date: 9/11/2008

Uniform Combined State Law Examination

State Security Law Exam

Series 63

Date: 3/8/2006

Uniform Securities Agent State Law Examination

General Industry/Product Exam

SIE

Date: 10/1/2018

Securities Industry Essentials Examination

General Industry/Product Exam

Series 7

Date: 2/15/2007

General Securities Representative Examination

General Industry/Product Exam

Series 6

Date: 3/4/2006

Investment Company Products/Variable Contracts Representative Examination

Current Firm

B.O.S.S. RETIREMENT ADVISORS, LLC

B.O.S.S. RETIREMENT ADVISORS, LLC | B.O.S.S. WEALTH PLAN RETIREMENT SOLUTIONS, LLC | B.O.S.S. WEALTH PLAN RETIREMENT SOLUTIONS

CRD#: 171143 / SEC#: 801-117974

RIA

Registered Investment Advisory firm - (1/22/2020 Approved)

Texas

Registered Investment Advisory firm - (1/24/2020 Terminated)

Utah

Registered Investment Advisory firm - (2/24/2020 Terminated)

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Contact information

Main Address

3400 N Ashton Blvd Suite 190, Lehi, UT 84043

Mailing Address

Phone number

(801) 990-5055

Established

Firm type

Fiscal year end

# of Employees

SEC notice filing (19 States and Territories)

Documents

Customer Relationship Summary (CRS / SEC)

Latest Form ADV

Part 2 Brochures

FORM ADV PART 2A DISCLOSURE BROCHURE (2/25/2025)

Regulatory assets under management

Total Number of Accounts	11,886
AUM (Assets Under Management)	$ 1,060,864,881

Red Flags

Disclosures can be potential red flags, including customer disputes, regulatory fines, employer terminations, bankruptcies, judgments, liens, or certain criminal activities.

Check for any disclosures as part of your thorough research when choosing an advisor.

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Firm Stability Insights

Christopher J. Dolan

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Christopher Joel Dolan's CRS (Customer Relationship Summary).

Certified licenses

Experience

BUCK WEALTH STRATEGIES, LLC

MADISON AVENUE SECURITIES, LLC

ROBERT W. BAIRD & CO. INCORPORATED

ROBERT W. BAIRD & CO. INCORPORATED

CHARLES SCHWAB & CO., INC.

CHARLES SCHWAB & CO., INC.

STRATEGIC ADVISERS LLC

FIDELITY BROKERAGE SERVICES LLC

WAMU INVESTMENTS, INC.

Primary Firm SEC Registration

B.O.S.S. RETIREMENT ADVISORS, LLC

State Registrations and Notice Filings

Exams

Series 66

Date: 9/11/2008

Series 63

Date: 3/8/2006

SIE

Date: 10/1/2018

Series 7

Date: 2/15/2007

Series 6

Date: 3/4/2006

Current Firm

B.O.S.S. RETIREMENT ADVISORS, LLC

Contact information

SEC notice filing (19 States and Territories)

Documents

Part 2 Brochures

Regulatory assets under management

Red Flags

Company Information

B.O.S.S. RETIREMENT ADVISORS, LLC

TRUST BUT VERIFY

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