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RIA / WealthAdvisorCertified Financial Planner20 years in industry

CHRISTOPHER JOEL DOLAN

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

LEHI, UT

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Search this name across graphsid dfx:ria:ce415313-db7e-9a46-1924-544b03050775

Data as of Sep 14, 2026 (this record's last observation) from federal regulator filings. Page built Sep 21, 2026, 10:34 AM UTC and rebuilt at most every 15 minutes.

Relationships: 5
Dated events: 2
On other graphs: 0
Observed: Sep 12, 2008 to Sep 14, 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: Mar 8, 2006earliest registration or exam on IAPD
Years in industry: 20derivedfrom the industry start date
Years at current firm: 1derivedfrom the current registration's begin date
Prior firms: 4
Current registrations: 1
Registered states: 1
Designations: Certified Financial Planner
Exams: S66|S63
First exam: Mar 8, 2006
First registration: Sep 12, 2008
Dual registered: no
Other names: Christopher Dolan|CHRISTOPHER JOEL DOLAN|CHRISTOPHER JOEL DOLAN
IAPD individual key: 5090040

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	Mar 27, 2025	n/a	yes	LEHI, UT	Current employment
BUCK WEALTH STRATEGIES, LLC	Independent wealth	Apr 6, 2023	Mar 19, 2025	no	BELLEVUE, WA\|DENVER, CO	Previous registration
ROBERT W. BAIRD & CO. INCORPORATED	Mixed wealth	Jan 8, 2016	Mar 10, 2023	no	Seattle, WA\|MILWAUKEE, WI	Previous registration
CHARLES SCHWAB & CO., INC.	National bd RIA	Jul 24, 2013	Dec 31, 2015	no	Tacoma, WA	Previous registration
STRATEGIC ADVISERS LLC	National bd RIA	Sep 12, 2008	Jul 3, 2013	no	TUKWILA, WA\|BELLEVUE, WA	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
BUCK WEALTH STRATEGIES, LLC	B.O.S.S. RETIREMENT ADVISORS, LLC	Mar 19, 2025	Mar 27, 2025	8	Firm change	RIA to RIA
ROBERT W. BAIRD & CO. INCORPORATED	BUCK WEALTH STRATEGIES, LLC	Mar 10, 2023	Apr 6, 2023	27	Firm change	RIA to RIA
CHARLES SCHWAB & CO., INC.	ROBERT W. BAIRD & CO. INCORPORATED	Dec 31, 2015	Jan 8, 2016	8	Firm change	Other
STRATEGIC ADVISERS LLC	CHARLES SCHWAB & CO., INC.	Jul 3, 2013	Jul 24, 2013	21	Firm change	Ibd to ibd

Relationships

Registered with (5)

→ B.O.S.S. RETIREMENT ADVISORS, LLCRegistered adviserregistration: current employment
Mar 27, 2025 to presentfactForm ADV
→ BUCK WEALTH STRATEGIES, LLCRegistered adviserregistration: previous registration
Apr 6, 2023 to Mar 19, 2025factForm ADV
→ ROBERT W. BAIRD & CO. INCORPORATEDRegistered adviserregistration: previous registration
Jan 8, 2016 to Mar 10, 2023factForm ADV
→ CHARLES SCHWAB & CO., INC.Registered adviserregistration: previous registration
Jul 24, 2013 to Dec 31, 2015factForm ADV
→ STRATEGIC ADVISERS LLCRegistered adviserregistration: previous registration
Sep 12, 2008 to Jul 3, 2013factForm ADV

Dated events

Occurred
Mar 19, 2025
Advisor changed firm
Christopher Joel Dolan left Buck Wealth Strategies, Llc for B.O.S.S. Retirement Advisors, Llc (registered 2025-03-27)
Form ADVobserved 6 days ago
Occurred
Mar 10, 2023
Advisor changed firm
Christopher Joel Dolan left Robert W. Baird & Co. Incorporated for Buck Wealth Strategies, Llc (registered 2023-04-06)
Form ADVobserved 6 days ago