Christopher Joel Dolan

CFP

19 Years of Experience

Areas of Practice

Investment ManagementRetirement PlanningTax PlanningEducation PlanningFinancial Planning & CoachingInsurance PlanningHigh Net Worth

B.O.S.S. Retirement Advisors, LLC

Compensation

Fixed/Hourly

Firm Size

46 advisors

Number of Clients

6,850 clients

Average Client Portfolio

$155K average

Assets Under Management

$1.1B

Fee Structure

Financial Planning:Included in AUM fee

Location

3400 N Ashton Blvd, Suite 190, Lehi, UT, 84043

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History

Regulatory History

Clean regulatory record

No disclosures, customer disputes, or regulatory actions on file.

Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.

Employment History

Current Registrations

B.O.S.S. Retirement Advisors, LLC

March 2025 - Present · 11 mos

Previous Registrations

Buck Wealth Strategies, LLC

April 2023 - March 2025 · 1 yr 11 mos

Madison Avenue Securities, LLCBroker

April 2023 - March 2025 · 1 yr 11 mos

Robert W. Baird & CO. Incorporated

January 2016 - March 2023 · 7 yrs 2 mos

Robert W. Baird & CO. IncorporatedBroker

January 2016 - March 2023 · 7 yrs 2 mos

Charles Schwab & CO., INC.Broker

July 2013 - January 2016 · 2 yrs 6 mos

Charles Schwab & CO., INC.

July 2013 - December 2015 · 2 yrs 5 mos

Strategic Advisers, INC.

September 2008 - July 2013 · 4 yrs 10 mos

Fidelity Brokerage Services LLCBroker

February 2007 - July 2013 · 6 yrs 5 mos

Wm Financial Services, INC.Broker

March 2006 - October 2006 · 7 mos

State Registrations1 state

Advisor

Exams

No exam information available for this advisor.