Julia Kathryn Steppan
Investment adviser representative at B.O.S.S. Retirement Advisors, LLC
14 yearsExperience
1 stateRegistered in
$1.4BFirm assets
6 yearsFirm in business
Are you Julia Kathryn Steppan? Claim your profile
Contact this firm
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
14 years in the industry.
- B.O.S.S. Retirement Advisors, LLCJun 2022 to now
- B.O.S.S. Retirement SolutionsJun 2022 to now
- Ae Wealth Management, LLCJan 2021 to Jun 2022
- Becker Retirement GroupJan 2021 to Jun 2022
- Bank of America, N.A.Oct 2018 to Dec 2020
- Merrill Lynch, Pierce, Fenner & Smith IncorporatedOct 2018 to Dec 2020
- Honeymoon Financial StrategiesJul 2018 to Sep 2018
- Extended TravelJun 2018 to Jul 2018
- Enterprise HoldingsFeb 2018 to Jun 2018
- Colorado State UniversityAug 2014 to Jan 2018
- Park City SportNov 2012 to Jan 2018
Exams passed
- Series 66 · Uniform Combined State Law2019
State registrations
Registered as an investment adviser representative in 1 state (WA).
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
- 7039013
- Firm CRD
- 171143