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KK

Kyler Krieg

B.O.S.S. RETIREMENT ADVISORS
Lynnwood, WA 98036
Some features on this profile are disabled
CRD#: 6566609
KK

Professional summary

Kyler Krieg, who also goes by Kyler Wescott Krieg, is a registered financial advisor currently at B.O.S.S. RETIREMENT ADVISORS, LLC located in Lynnwood, Washington.

Kyler is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2015. Kyler has worked at 8 firms and has passed the Series 66, Series 63, SIE, Series 7 and Series 6 exams.

top-8-questions

Question & Answer

Are you a "fiduciary"?
Yes

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.
Self employed as an author in Kenmore, WA since 2003. Self employed as a rental property owner in Kalamazoo, MI since 2020.

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Kyler Krieg'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

June 10, 2025 - Present

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

Office #1: 19401 40th Ave West, Suite 210, Lynnwood, WA 98036
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.

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
Washington
(6/10/2025)

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)
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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)

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 (2/25/2025)

Regulatory assets under management

Total Number of Accounts11,886
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.

Company Information

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

CRD#: 171143Lynnwood, WA 98036

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