This entity has not been resolved onto another DFX graph by a shared identifier. A name match elsewhere would be a candidate, never an identity, and none is recorded.

Current firm

B.O.S.S. RETIREMENT ADVISORS, LLC

Current firm class

independent wealth managerderived

Book size

not publicno per-advisor AUM is published by the SEC, FINRA or IAPD, and DFX estimates none

Industry start

Nov 1, 2012earliest registration or exam on IAPD

Years in industry

13derivedfrom the industry start date

Years at current firm

4derivedfrom the current registration's begin date

Prior firms

2

Current registrations

1

Registered states

1

Exams

S66

First exam

Mar 15, 2019

First registration

Mar 18, 2019

Dual registered

no

Other names

Julie Steppan|Julie K Steppan|Julia Steppan|Julia Kathryn Steppan

IAPD individual key

7039013

• Occurred

  Oct 4, 2022
  Advisor changed firm

  Julia Kathryn Steppan left Ae Wealth Management, Llc for B.O.S.S. Retirement Advisors, Llc (registered 2022-06-27)

  Form ADVobserved 6 days ago

Graph

RIA / Wealth Management

Canonical id

dfx:ria:36ee913d-1307-965f-346c-1ae239b208cb

First observed

Mar 18, 2019

Last observed

Sep 14, 2026 7 days ago

Source families

Federal regulator filings

1 registered feed stand behind this record; each fact above carries its own dates and, where the publisher serves one, its document.

Resolution

Identity across graphs by shared identifier (CRD, CIK, EIN, ADV fund id, individual CRD) or citation; a name match is shown as a candidate and never merged.