Kelly L. Holtman

B.O.S.S. RETIREMENT ADVISORS

Ogden, UT 84401

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CRD#: 5098214

Professional summary

Kelly Lisa Holtman, who also goes by Kelly Lisa Evans, is a registered financial advisor currently at B.O.S.S. RETIREMENT ADVISORS, LLC located in Ogden, Utah.

Kelly is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2007. Kelly has worked at 11 firms and has passed the Series 65, Series 66, SIE, Series 7 and Series 24 exams.

Question & Answer

Are you a "fiduciary"?

Yes

Aliases

Kelly Lisa Evans

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.

The advisor shows no other business activity.

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Kelly Lisa Holtman'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®

None

Experience

Current

February 27, 2024 - Present

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

Office #1: 2225 Washington Blvd., Suite 150, Ogden, UT 84401

RIA

CRD#: 171143

Ogden, UT

Past

July 30, 2020 - February 21, 2024

RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC

RIA

CRD#: 149018

Salt Lake City, UT

Past

July 29, 2020 - February 21, 2024

RAYMOND JAMES FINANCIAL SERVICES, INC.

CRD#: 6694

SALT LAKE CITY, UT

Past

January 6, 2020 - July 30, 2020

WELLS FARGO ADVISORS FINANCIAL NETWORK, LLC

RIA

CRD#: 11025

SALT LAKE CITY, UT

Past

January 6, 2020 - July 30, 2020

WELLS FARGO ADVISORS FINANCIAL NETWORK, LLC

CRD#: 11025

SALT LAKE CITY, UT

Past

May 17, 2019 - January 9, 2020

SOLTIS INVESTMENT ADVISORS, LLC

RIA

CRD#: 154690

Salt Lake City, UT

Past

March 30, 2018 - May 7, 2019

ONEDIGITAL

RIA

CRD#: 106766

Midvale, UT

Past

December 1, 2017 - May 10, 2019

TRIAD ADVISORS LLC

CRD#: 25803

Midvale, UT

Past

March 9, 2011 - December 8, 2017

LPL FINANCIAL LLC

CRD#: 6413

MIDVALE, UT

Past

May 11, 2010 - March 2, 2011

HIGHTOWER SECURITIES, LLC

CRD#: 116681

CHICAGO, IL

Past

May 13, 2009 - May 14, 2010

E*TRADE SECURITIES LLC

CRD#: 29106

SANDY, UT

Past

June 5, 2007 - January 22, 2009

OMNI BROKERAGE, INC.

CRD#: 16878

SANDY, UT

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
(2/27/2024)

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 65

Date: 3/30/2018

Uniform Investment Adviser Law Examination

State Security Law Exam

IAR

Series 66

Date: 8/27/2007

Uniform Combined State Law Examination

General Industry/Product Exam

SIE

Date: 10/1/2018

Securities Industry Essentials Examination

General Industry/Product Exam

Series 7

Date: 6/4/2007

General Securities Representative Examination

Principal/Supervisory Exam

Series 24

Date: 12/4/2007

General Securities Principal 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

2500 Executive Parkway Suite 500, Lehi, UT 84048

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 (2/10/2026)

Regulatory assets under management

Total Number of Accounts	11,452
AUM (Assets Under Management)	$ 1,382,665,452

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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Kelly L. Holtman

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Kelly Lisa Holtman's CRS (Customer Relationship Summary).

Certified licenses

Experience

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

RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC

RAYMOND JAMES FINANCIAL SERVICES, INC.

WELLS FARGO ADVISORS FINANCIAL NETWORK, LLC

WELLS FARGO ADVISORS FINANCIAL NETWORK, LLC

SOLTIS INVESTMENT ADVISORS, LLC

ONEDIGITAL

TRIAD ADVISORS LLC

LPL FINANCIAL LLC

HIGHTOWER SECURITIES, LLC

E*TRADE SECURITIES LLC

OMNI BROKERAGE, INC.

Primary Firm SEC Registration

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

State Registrations and Notice Filings

Exams

Series 65

Date: 3/30/2018

Series 66

Date: 8/27/2007

SIE

Date: 10/1/2018

Series 7

Date: 6/4/2007

Series 24

Date: 12/4/2007

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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