AB
Alex J. Bossert
BOSSERT CAPITAL LLC
Austin, TX 78704
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CRD#: 6715062
AB
Professional summary
Alex John Bossert is a registered financial advisor currently at BOSSERT CAPITAL LLC located in Austin, Texas.
Alex is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2018. Alex has worked at 1 firm and has passed the Series 65 exam.
Question & Answer
Are you a "fiduciary"?
Yes
Aliases
None
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.
KBAB 1960 Investments LLC; not investment related; Minneapolis, MN; personal real estate investments; Managing Member; started 11/2021; Less than 1% of time;
CRS (Client Relationship Summary) - RIA
Click below to view Alex John Bossert'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
February 10, 2018 - Present
BOSSERT CAPITAL LLC
Office #1: 801 Barton Springs Rd Fl 9, Austin, TX 78704Office #2: 729 N Washington Ave Suite 600, Minneapolis, MN 55401RIA
CRD#: 285572
Austin, TX
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
Minnesota(2/10/2018)
IAR
Texas(2/27/2020)
Current Firm
BC
BOSSERT CAPITAL LLC
BOSSERT CAPITAL LLC | BOSSERT, ALEX JOHN
CRD#: 285572 / SEC#:
Illinois
Registered Investment Advisory firm - (9/19/2022 Terminated)Minnesota
Registered Investment Advisory firm - (1/10/2017 Approved)Texas
Registered Investment Advisory firm - (12/15/2021 Approved)Upgrade to AdvisorCheck Premium
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Contact information
Main Address
729 N Washington Ave Suite 600, Minneapolis, MN 55401
Mailing Address
Phone number
(612) 924-3649
Established
Firm type
Fiscal year end
# of Employees
1
Regulatory assets under management
| Total Number of Accounts | 47 |
| AUM (Assets Under Management) | $ 12,630,600 |
Red Flags
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Check for any disclosures as part of your thorough research when choosing an advisor.
