Drake Puzey
Investment adviser representative at B.O.S.S. Retirement Advisors, LLC
10 yearsExperience
2 statesRegistered in
$1.4BFirm assets
6 yearsFirm in business
Are you Drake Puzey? 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
10 years in the industry.
- B.O.S.S. Retirement Advisors, LLCSep 2021 to now
- B.O.S.S. Retirement Solutions, LLCJul 2021 to now
- Equitable AdvisorsJan 2021 to Jul 2021
- EnterbankusaJun 2017 to Jan 2021
- Utah Community Credit UnionJun 2016 to Jun 2017
Exams passed
- Series 65 · Uniform Investment Adviser Law2021
State registrations
Registered as an investment adviser representative in 2 states (ID, 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
- 7337081
- Firm CRD
- 171143