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RIA / WealthAdvisor19 years in industry

KELLY LISA HOLTMAN

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

Ogden, UT | LEHI, UT

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Search this name across graphsid dfx:ria:fc264b60-0e63-f7ef-019b-7febe696fda3

Data as of Sep 15, 2026 (this record's last observation) from federal regulator filings. Page built Sep 19, 2026, 9:09 AM UTC and rebuilt at most every 15 minutes.

Relationships: 5
Dated events: 1
On other graphs: 0
Observed: Mar 30, 2018 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 27, 2007earliest registration or exam on IAPD
Years in industry: 19derivedfrom the industry start date
Years at current firm: 2derivedfrom the current registration's begin date
Prior firms: 4
Current registrations: 1
Registered states: 1
Exams: S65|S66
First exam: Aug 27, 2007
First registration: Mar 30, 2018
Dual registered: no
Other names: KELLY LISA EVANS
IAPD individual key: 5098214

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	Feb 27, 2024	n/a	yes	Ogden, UT\|LEHI, UT	Current employment
RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC	Bd affiliated wealth	Jul 30, 2020	Feb 21, 2024	no	SALT LAKE CITY, UT\|Salt Lake City, UT\|Salt Lake City, UT	Previous registration
WELLS FARGO ADVISORS	Wirehouse	Jan 6, 2020	Jul 30, 2020	no	SALT LAKE CITY, UT	Previous registration
SOLTIS INVESTMENT ADVISORS, LLC	Independent wealth	May 17, 2019	Jan 9, 2020	no	Salt Lake City, UT	Previous registration
Onedigital	Institutional manager	Mar 30, 2018	May 7, 2019	no	Midvale, UT\|OVERLAND PARK, KS	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
RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC	B.O.S.S. RETIREMENT ADVISORS, LLC	Feb 21, 2024	Feb 27, 2024	6	Firm change	Ibd to RIA
WELLS FARGO ADVISORS	RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC	Jul 30, 2020	Jul 30, 2020	0	Firm change	Wirehouse to ibd
SOLTIS INVESTMENT ADVISORS, LLC	WELLS FARGO ADVISORS	Jan 9, 2020	Jan 6, 2020	-3	Firm change	RIA to wirehouse
Onedigital	SOLTIS INVESTMENT ADVISORS, LLC	May 7, 2019	May 17, 2019	10	Firm change	Other

Team moves

moves this advisor made together with colleagues (two or more registrations ending and beginning together)

Team	Left	Joined	From	Kind
11025:149018:UT:2020-07-30	Jul 30, 2020	Jul 30, 2020	SALT LAKE CITY, UT	Firm change

Relationships

Registered with (5)

→ B.O.S.S. RETIREMENT ADVISORS, LLCRegistered adviserregistration: current employment
Feb 27, 2024 to presentfactForm ADV
→ RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INCRegistered adviserregistration: previous registration
Jul 30, 2020 to Feb 21, 2024factForm ADV
→ WELLS FARGO ADVISORSRegistered adviserregistration: previous registration
Jan 6, 2020 to Jul 30, 2020factForm ADV
→ SOLTIS INVESTMENT ADVISORS, LLCRegistered adviserregistration: previous registration
May 17, 2019 to Jan 9, 2020factForm ADV
→ ONEDIGITALRegistered adviserregistration: previous registration
Mar 30, 2018 to May 7, 2019factForm ADV

Dated events

Occurred
Feb 21, 2024
Advisor changed firm
Kelly Lisa Holtman left Raymond James Financial Services Advisors, Inc for B.O.S.S. Retirement Advisors, Llc (registered 2024-02-27)
Form ADVobserved 4 days ago