Kelly Lisa Holtman
Investment adviser representative at B.O.S.S. Retirement Advisors, LLC
15 yearsExperience
1 stateRegistered in
$1.4BFirm assets
6 yearsFirm in business
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How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Fixed or flat feeOther
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
Experience
15 years in the industry.
- B.O.S.S. Retirement Advisors, LLCFeb 2024 to now
- B.O.S.S. Retirement Solutions, LLCFeb 2024 to now
- Raymond James Financial Services, IncJul 2020 to Feb 2024
- Wells Fargo AdvisorsJan 2020 to Jul 2020
- Soltis Investment Advisors LLCMay 2019 to Dec 2019
- Triad AdvisorsDec 2017 to May 2019
- LPL Financial LLCFeb 2011 to Dec 2017
Exams passed
- Series 66 · Uniform Combined State Law2007
- Series 65 · Uniform Investment Adviser Law2018
State registrations
Registered as an investment adviser representative in 1 state (UT).
B.O.S.S. Retirement Advisors, LLC
$1.4BAssets managed
5,013Clients
46Advisers
6 yearsIn business
Official records
SEC data as of Sep 29, 2026. Registrations and firm details can change; confirm current status on the SEC's Investment Adviser Public Disclosure (opens in a new tab) site.
- Individual CRD
- 5098214
- Firm CRD
- 171143