RT
Ryan Thacker
B.O.S.S. RETIREMENT ADVISORS
Lehi, UT 84043
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CRD#: 6321186
RT
Professional summary
Ryan Thacker, who also goes by Ryan S Thacker, Ryan Shaw Thacker, is a registered financial advisor currently at B.O.S.S. RETIREMENT ADVISORS, LLC located in Lehi, Utah.
Ryan is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2014. Ryan has worked at 1 firm and has passed the Series 65 exam.
Question & Answer
Are you a "fiduciary"?
Yes
Aliases
Ryan S Thacker | Ryan Shaw Thacker
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.) INFINITY GROUP ENTERPRISES: NON-INVESTMENT RELATED, 3400 N ASHTON BLVD SUITE 190, LEHI, UT 84043, FINANCIAL SERVICES/REAL ESTATE, PRESIDENT, START DATE: 10/2004, NUMBER OF HOURS DEVOTED PER MONTH: 3, NUMBER OF HOURS DEVOTED DURING NON-SECURITY HOURS: 3. 2.) INFINITY MANAGEMENT SERVICES, LLC: INVESTMENT RELATED, 3400 N ASHTON BLVD SUITE 190, LEHI, UT 84043, REAL ESTATE, MANAGING PARTNER, START DATE: 08/2001, NUMBER OF HOURS DEVOTED PER MONTH: 3, NUMBER OF HOURS DEVOTED DURING NON-SECURITY HOURS: 3. 3.) INFINITY PROPERTY HOLDINGS: INVESTMENT RELATED, 3400 N ASHTON BLVD, STE 190, LEHI, UT 84043, REAL ESTATE, MANAGING PARTNER, START DATE: 06/2006, NUMBER OF HOURS DEVOTED PER MONTH: 1, NUMBER OF HOURS DEVOTED DURING NON-SECURITY HOURS: 1. 4.) EQUITY REAL ESTATE: INVESTMENT RELATED, 3400 N ASHTON BLVD, STE 190, LEHI, UT 84043, REAL ESTATE, AGENT, START DATE: 06/2010, NUMBER OF HOURS DEVOTED PER MONTH: 1, NUMBER OF HOURS DEVOTED DURING NON-SECURITY HOURS: 1. 5.) INFINITY PUBLISHING: NON-INVESTMENT RELATED, MANAGING PARTNER, 3400 N ASHTON BLVD STE 190, LEHI, UT 84043, FINANCIAL EDUCATION, 12/2007, START DATE: 12/2007, NUMBER OF HOURS DEVOTED PER MONTH: 1, NUMBER OF HOURS DEVOTED DURING NON-SECURITY HOURS: 1. 6.) B.O.S.S. RETIREMENT SOLUTIONS, LLC: NON-INVESTMENT RELATED, 3400 ASHTON BLVD, STE 190, LEHI, UT 84043, INSURANCE, OWNER/AGENT, START DATE: 06/2014, NUMBER OF HOURS DEVOTED PER MONTH: 160, NUMBER OF HOURS DEVOTED DURING NON-SECURITY HOURS: 160. 7.) JUST REVERSE MORTGAGE, LLC: NON-INVESTMENT RELATED, 3400 N ASHTON BLVD, STE 190, LEHI, UT 84043, CO-OWNER, START DATE: 12/2017, NUMBER OF HOURS DEVOTED PAR MONTH: 1. 8.) INFINITY MARKETING SERVICES, LLC: NON-INVESTMENT RELATED, 3400 N ASHTON BLVD SUITE 190, LEHI, UT 84043, MARKETING, CO-OWNER, START DATE: 12/2016, NUMBER OF HOURS DEVOTED PER MONTH: 1. 9.) B.O.S.S. INSURANCE COMPANY, INC.: INVESTMENT RELATED, 3400 ASHTON BLVD, STE 190, LEHI, UT 84043, INSURANCE, OWNER/AGENT, START DATE: 01/2016, NUMBER OF HOURS DEVOTED PER MONTH: 160, NUMBER OF HOURS DEVOTED DURING NON-SECURITY HOURS: 160. 10.) 7 X 7 CAPITAL RIA FUND I LP: INVESTMENT RELATED, 1071 BROOKDALE DRIVE, BOZEMAN, MT, 59715, PRIVATE EQUITY, LIMITED PARTNER/BOARD MEMBER, START DATE: 05/2023, NUMBER OF HOURS DEVOTED PER MONTH: 2, NUMBER OF HOURS DEVOTED DURING NON-SECURITY HOURS: 0. 11.) RJT ENERGY SOLUTIONS, LLC: NON- INVESTMENT RELATED, 3400 N ASHTON BLVD., SUITE 190, LEHI, UT 84043, SOLAR ENERGY COMPANY, MANAGING MEMBER, START DATE: 09/2023, NUMBER OF HOURS DEVOTED PER MONTH: <10, NUMBER OF HOURS DEVOTED DURING NON-SECURITY HOURS: 0. 12.) INFINITY CAPITAL LLC: NON-INVESTMENT RELATED, 3400 N ASHTON BLVD., SUITE 190, LEHI, UT 84043, CAPITAL FUNDING ENTITY, MANAGING MEMBER, START DATE: 06/2024, NUMBER OF HOUR DEVOTED PER MONTH: 1 HOUR PER MONTH DURING NON SECURITY HOURS.
CRS (Client Relationship Summary) - RIA
Click below to view Ryan Thacker's 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®
NoneExperience
Current
November 7, 2014 - Present
B.O.S.S. RETIREMENT ADVISORS, LLC
Office #1: 3400 N Ashton Blvd Suite 190, Lehi, UT 84043RIA
CRD#: 171143
Lehi, 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".
BR
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)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
Texas(12/6/2018)
IAR
Utah(11/7/2014)
Current Firm
BR
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)Upgrade to AdvisorCheck Premium
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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
65
SEC notice filing (19 States and Territories)
Regulatory assets under management
| Total Number of Accounts | 11,886 |
| AUM (Assets Under Management) | $ 1,060,864,881 |
Red Flags
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Check for any disclosures as part of your thorough research when choosing an advisor.
