JG
John S. Gehrke
B.O.S.S. RETIREMENT ADVISORS
Provo, UT 84601
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CRD#: 6962050
JG
Professional summary
John Stephan Gehrke is a registered financial advisor currently at B.O.S.S. RETIREMENT ADVISORS, LLC located in Provo, Utah.
John is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2019. John has worked at 4 firms and has passed the Series 66, Series 7TO, Series 99TO and SIE exams.
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.
NAME: JOHN GEHRKE INV REL: Y ADD: 4952 BOULDER GLEN CIRCLE WEST JORDAN UT 84081 NATURE: LIFE, DI, LTC, FIXED ANNUITIES, HEALTH INSURANCE POSITION: AGENT START DATE: 6/23/2023 NO HRS/MO: 1 NO HRS/MO DUR TRADING: 1 DUTIES: SELLING LIFE AND HEALTH INSURANCE BASED ON CLIENT NEEDS AND DESIRES OF BOTH INDIVIDUAL LIFE/HEALTH AND GROUP/LIFE HEALTH
CRS (Client Relationship Summary) - RIA
Click below to view John Stephan Gehrke'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
April 8, 2024 - Present
B.O.S.S. RETIREMENT ADVISORS, LLC
Office #1: 180 N. University Ave., Suite 150, Provo, UT 84601RIA
CRD#: 171143
Provo, UT
Past
August 10, 2023 - March 26, 2024
MML INVESTORS SERVICES, LLC
RIA
CRD#: 10409
West Jordan, UT
Past
August 3, 2023 - March 26, 2024
MML INVESTORS SERVICES, LLC
BD
CRD#: 10409
West Jordan, UT
Past
May 4, 2021 - July 17, 2023
PRUCO SECURITIES, LLC.
RIA
CRD#: 5685
ENGLEWOOD, CO
Past
March 12, 2021 - July 17, 2023
PRUCO SECURITIES, LLC.
BD
CRD#: 5685
ENGLEWOOD, CO
Past
July 29, 2019 - March 8, 2021
MORGAN STANLEY
BD
CRD#: 149777
SOUTH JORDAN, 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
Utah(4/8/2024)
Exams
State Security Law Exam
General Industry/Product Exam
RR
Series 7TO
Date: 5/3/2021
General Securities Representative ExaminationGeneral Industry/Product Exam
RR
Series 99TO
Date: 7/29/2019
Operations Professional ExaminationGeneral Industry/Product Exam
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.
Company Information
B.O.S.S. RETIREMENT ADVISORS, LLC
CRD#: 171143Provo, UT 84601TRUST BUT VERIFY
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