John Stephan Gehrke
Investment adviser representative at B.O.S.S. Retirement Advisors, LLC
12 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
12 years in the industry.
- B.O.S.S. Retirement Advisors, LLCApr 2024 to now
- B.O.S.S. Retirement Solutions, LLCApr 2024 to now
- MML Investors Services LLCAug 2023 to Mar 2024
- Massmutual Life InsuranceJun 2023 to Mar 2024
- Prudential Insurance Company of AmericaMay 2021 to Jun 2023
- Pruco Securities, LLC.Feb 2021 to Jun 2023
- Morgan StanleyJul 2018 to Feb 2021
- American ExpressJan 2014 to Jul 2018
Exams passed
- Series 66 · Uniform Combined State Law2021
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
- 6962050
- Firm CRD
- 171143