Adam David Mortensen
Investment adviser representative at B.O.S.S. Retirement Advisors, LLC
11 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
11 years in the industry.
- B.O.S.S. Retirement Advisors, LLCJan 2022 to now
- B.O.S.S. Retirement Solutions, LLCJan 2022 to now
- Collective HealthMay 2020 to Jan 2022
- Upwell HealthJan 2018 to May 2020
- N/aSep 2017 to Apr 2021
- Lds MissionarySep 2015 to Aug 2017
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
- 7979390
- Firm CRD
- 171143