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Brent Richard Dewsnup

Investment adviser representative at B.O.S.S. Retirement Advisors, LLC
24 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

24 years in the industry.

  1. B.O.S.S. Retirement Advisors, LLCJul 2023 to now
  2. B.O.S.S. Retirement Solutions, LLCJul 2023 to now
  3. Svb CapitalSep 2020 to Jul 2023
  4. Silicon Valley BankDec 2018 to Sep 2020
  5. Rocky Mountain PowerJul 2017 to Dec 2018
  6. Not EmployedDec 2016 to Jun 2017
  7. Goldman, Sachs & Co.Jan 2002 to Nov 2016

Exams passed

  • Series 65 · Uniform Investment Adviser Law2024

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
5340087
Firm CRD
171143
Advisor's SEC record (opens in a new tab)
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