AdvisorCheck - Find and Connect with Top Financial Advisors on Your Terms
Advisor Search
Why AdvisorCheck

We're Here To Help

AdvisorCheck empowers you to find, evaluate, and monitor financial advisors with confidence and clarity.

Advisor Monitoring

Financial advisor's situations can change, sometimes without notice. AdvisorCheck's Monitoring tool helps you avoid surprises and stay on top of your financial health.

Firm Stability Insights

The stability of your financial advisor's firm has a significant impact in the security and quality of service you receive. Our tool provides historical data and key insights over time to help you make informed, confident decisions.

Pricing
For Advisors
KK

Kyler Krieg

Some features on this profile are disabled
CRD#: 6566609
KK

Professional summary

Being a previously registered professional could mean that this person is no longer operating under the supervision of the SEC or FINRA.

That means that the Securities and Exchange Commission may not be able to oversee the services that this specific professional is providing.

Kyler Krieg, who also goes by Kyler Wescott Krieg, was a registered financial professional .

Kyler is a previously registered financial professional and started their career in finance in 2015. Kyler had 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"?
No

Aliases

Kyler Wescott Krieg

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)

The CRS(Customer Relationship Summary) document is not provided.

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

Past

June 10, 2025 - April 9, 2026

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

RIA
CRD#: 171143
Lynnwood, WA
Past

May 6, 2024 - October 29, 2024

THRIVENT INVESTMENT MANAGEMENT INC.

RIA
CRD#: 18387
Chicago, IL
Past

May 6, 2024 - October 29, 2024

THRIVENT INVESTMENT MANAGEMENT INC.

BD
CRD#: 18387
Chicago, IL
Past

September 6, 2023 - April 25, 2024

NORTHWESTERN MUTUAL INVESTMENT SERVICES, LLC

RIA
CRD#: 2881
Chicago, IL
Past

August 30, 2023 - April 25, 2024

NORTHWESTERN MUTUAL INVESTMENT SERVICES, LLC

BD
CRD#: 2881
CHICAGO, IL
Past

October 4, 2021 - April 19, 2023

J.P. MORGAN SECURITIES LLC

RIA
CRD#: 79
Chicago, IL
Past

October 4, 2021 - April 19, 2023

J.P. MORGAN SECURITIES LLC

BD
CRD#: 79
Chicago, IL
Past

November 14, 2018 - September 2, 2021

MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED

RIA
CRD#: 7691
TROY, MI
Past

November 13, 2018 - September 2, 2021

MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED

BD
CRD#: 7691
TROY, MI
Past

October 26, 2017 - November 24, 2017

AMERIPRISE FINANCIAL SERVICES, LLC

RIA
CRD#: 6363
GRAND RAPIDS, MI
Past

October 26, 2017 - November 24, 2017

AMERIPRISE FINANCIAL SERVICES, LLC

BD
CRD#: 6363
GRAND RAPIDS, MI
Past

April 25, 2016 - November 29, 2016

TD AMERITRADE, INC.

RIA
CRD#: 7870
E. PALO ALTO, CA
Past

April 25, 2016 - November 29, 2016

TD AMERITRADE INVESTMENT MANAGEMENT, LLC

RIA
CRD#: 111514
East Palo Alto, CA
Past

April 5, 2016 - November 29, 2016

TD AMERITRADE, INC.

BD
CRD#: 7870
E. PALO ALTO, CA
Past

December 18, 2015 - January 26, 2016

J.P. MORGAN SECURITIES LLC

BD
CRD#: 79
EAST GRAND RAPIDS, MI

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.

Visual representation of state registrations

This advisor is not registered in any state.

Exams

State Security Law Exam
RR
IAR
Series 66
Date: 4/22/2016
Uniform Combined State Law Examination
State Security Law Exam
RR
Series 63
Date: 1/4/2016
Uniform Securities Agent State Law Examination
General Industry/Product Exam
RR
SIE
Date: 11/24/2017
Securities Industry Essentials Examination
General Industry/Product Exam
RR
Series 7
Date: 4/4/2016
General Securities Representative Examination
General Industry/Product Exam
RR
Series 6
Date: 12/18/2015
Investment Company Products/Variable Contracts Representative Examination

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)
PREMIUM
Stay ahead of every change that matters. Proactive intelligence on your advisors, before issues escalate.
Biweekly Pulse, AutomaticallyScheduled alerts keep you informed without lifting a finger.
Catch Firm Red Flags SoonerCatch leadership changes and disclosures early, before issues escalate.
Trends, Not Just SnapshotsMonitor firm stability metrics like AUM and advisor ratios over time.

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
87

SEC notice filing (19 States and Territories)

Blank US states mapAlaskaHawaiiAlabamaArkansasArizonaCaliforniaColoradoConnecticutDelawareFloridaGeorgiaIowaIdahoIllinoisIndianaKansasKentuckyLouisianaMassachusettsMarylandMaineMichiganMinnesotaMissouriMississippiMontanaNorth CarolinaNorth DakotaNebraskaNew HampshireNew JerseyNew MexicoNevadaNew YorkOhioOklahomaOregonPennsylvaniaRhode IslandSouth CarolinaSouth DakotaTennesseeTexasUtahVirginiaVermontWisconsinWest VirginiaWyoming

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 Accounts11,452
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.

Company Information

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

CRD#: 171143

TRUST BUT VERIFY

Monitor Kyler Krieg

Get automatic monthly alerts on:
Job or Firm Moves
Licensing Changes
Client Complaints
New Red Flags
Contact Information Updates

Similar Advisors

Guy David Peel
Guy PeelAdvisorCheck Check Mark
OSAIC WEALTH, INC.
IAR
RR
Helena, MT
Mark Brown
Mark BrownAdvisorCheck Check Mark
AUSDAL FINANCIAL PARTNERS, INC.
IAR
RR
Estero, FL
Steven Allen Barnes
Steven BarnesAdvisorCheck Check Mark
BARNES WEALTH MANAGEMENT GROUP
IAR
RR
BAKERSFIELD, CA
footer-logo
How We Help
Advisor Search
Find Advisors by State
Blog
Glossary
For Advisors
About Us
Help Center
Terms Of UsePrivacy PolicySubscription Policy
Help Center
AdvisorCheck does not offer investment advice and should not replace discussions with professional accounting, tax, legal or financial advisors.© 2026 AdvisorCheck, an AIMR Analytics company. All rights reserved.