DFX Intelligence

Data Factory

RIA / WealthAdvisor15 years in industry

MICHAEL RONALD FORTIN

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

LEHI, UT | Lehi, UT

This is the graph view. The full profile, with its team, deals and sources, is on RIA / Wealth Management.Open the full profile →

Search this name across graphsid dfx:ria:bd6a19ff-28fd-866c-43bb-70be25b3b344

Data as of Sep 15, 2026 (this record's last observation) from federal regulator filings. Page built Sep 20, 2026, 3:58 AM UTC and rebuilt at most every 15 minutes.

Relationships: 4
Dated events: 2
On other graphs: 0
Observed: Mar 22, 2021 to Sep 15, 2026

Across DFX

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.

Facts

fact = as filed or announced; derived = computed by DFX; estimate = a band, never a point

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: Aug 1, 2011earliest registration or exam on IAPD
Years in industry: 15derivedfrom the industry start date
Years at current firm: 0derivedfrom the current registration's begin date
Prior firms: 3
Current registrations: 1
Registered states: 1
Exams: S66
First exam: Mar 12, 2021
First registration: Mar 22, 2021
Dual registered: no
Other names: Michael Ronald Fortin|Mike Fortin|MICHAEL FORTIN
IAPD individual key: 7157461

Registration history

registration spans on IAPD; the basis says whether the span is a current registration or a prior employment record

Firm	Class	Began	Ended	Current	Branch	Basis
B.O.S.S. RETIREMENT ADVISORS, LLC	Independent wealth	Nov 21, 2025	n/a	yes	Lehi, UT\|LEHI, UT	Current employment
LPL ENTERPRISE, LLC	Bd affiliated wealth	Oct 27, 2025	Nov 25, 2025	no	Orem, UT\|SHERMAN OAKS, CA	Previous registration
STRATEGIC ADVISERS LLC	National bd RIA	Mar 31, 2025	Aug 27, 2025	no	OREM, UT\|SALT LAKE CITY, UT\|BOSTON, MA	Previous registration
FIDELITY PERSONAL AND WORKPLACE ADVISORS	Former SEC adviser	Mar 22, 2021	Mar 31, 2025	no	SALT LAKE CITY, UT	Previous registration

Moves

a move is two registration dates; a bulk corporate re-registration is typed BULK_TRANSFER and is not a move

From	To	Left	Joined	Gap, days	Kind	Move type
LPL ENTERPRISE, LLC	B.O.S.S. RETIREMENT ADVISORS, LLC	Nov 25, 2025	Nov 21, 2025	-4	Firm change	Ibd to RIA
STRATEGIC ADVISERS LLC	LPL ENTERPRISE, LLC	Aug 27, 2025	Oct 27, 2025	61	Firm change	Ibd to ibd
FIDELITY PERSONAL AND WORKPLACE ADVISORS	STRATEGIC ADVISERS LLC	Mar 31, 2025	Mar 31, 2025	0	Bulk transfer	Ibd to ibd

Relationships

Registered with (4)

→ B.O.S.S. RETIREMENT ADVISORS, LLCRegistered adviserregistration: current employment
Nov 21, 2025 to presentfactForm ADV
→ LPL ENTERPRISE, LLCRegistered adviserregistration: previous registration
Oct 27, 2025 to Nov 25, 2025factForm ADV
→ STRATEGIC ADVISERS LLCRegistered adviserregistration: previous registration
Mar 31, 2025 to Aug 27, 2025factForm ADV
→ FIDELITY PERSONAL AND WORKPLACE ADVISORSRegistered adviserregistration: previous registration
Mar 22, 2021 to Mar 31, 2025factForm ADV

Dated events

Occurred
Nov 25, 2025
Advisor changed firm
Michael Ronald Fortin left Lpl Enterprise, Llc for B.O.S.S. Retirement Advisors, Llc (registered 2025-11-21)
Form ADVobserved 5 days ago
Occurred
Aug 27, 2025
Advisor changed firm
Michael Ronald Fortin left Strategic Advisers Llc for Lpl Enterprise, Llc (registered 2025-10-27)
Form ADVobserved 5 days ago