Kevin M. Boss

BOSS FINANCIAL STRATEGIES

Aldie, VA

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CRD#: 7441626

Professional summary

Kevin Michael Boss is a registered financial advisor currently at BOSS FINANCIAL STRATEGIES, LLC located in Aldie, Virginia.

Kevin is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2021. Kevin has worked at 2 firms 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.

1. Boss Financial Strategies, LLC; Investment Related; Aldie, VA; Insurance sales and service; Insurance Agent; 11/2021; 10 Hours Per Month During Securities Trading.

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Kevin Michael Boss'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®

None

Experience

Current

February 28, 2023 - Present

BOSS FINANCIAL STRATEGIES, LLC

RIA

CRD#: 323781

Aldie, VA

Past

November 23, 2021 - February 24, 2023

INTEGRATED WEALTH CONCEPTS LLC

RIA

CRD#: 284656

FAIRFAX, VA

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

Maryland
(9/16/2025)

IAR

Virginia
(2/28/2023)

Don't see your state listed? The advisor may still be able to work with you under the federal De Minimis Rule, which allows up to five investment advisory clients in a state without registration. Some states, like TX, LA, NE, and NH, may still require registration or notice filing. Contact the advisor or their firm to confirm their investment advisory availability in your state.

Exams

State Security Law Exam

IAR

Series 65

Date: 11/23/2021

Uniform Investment Adviser Law Examination

Current Firm

BOSS FINANCIAL STRATEGIES, LLC

CRD#: 323781 / SEC#:

Maryland

Registered Investment Advisory firm - (9/16/2025 Approved)

Virginia

Registered Investment Advisory firm - (2/28/2023 Approved)

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Contact information

Main Address

Aldie, VA

Mailing Address

Phone number

(202) 427-6875

Established

Firm type

Fiscal year end

# of Employees

Documents

Latest Form ADV

Regulatory assets under management

Total Number of Accounts	38
AUM (Assets Under Management)	$ 2,828,371

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.

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Kevin M. Boss

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Kevin Michael Boss's CRS (Customer Relationship Summary).

Certified licenses

Experience

BOSS FINANCIAL STRATEGIES, LLC

INTEGRATED WEALTH CONCEPTS LLC

State Registrations and Notice Filings

Exams

Series 65

Date: 11/23/2021

Current Firm

BOSS FINANCIAL STRATEGIES, LLC

Contact information

Documents

Regulatory assets under management

Red Flags

Company Information

BOSS FINANCIAL STRATEGIES, LLC

TRUST BUT VERIFY

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