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Burton Kelly Burrows

BOS ASSET MANAGEMENT
SPRINGFIELD, IL
·CRD# 1295570·42 years experience

Professional Summary

Burton Kelly Burrows, who also goes by Burt Burrows, is a registered financial advisor currently at BOS ASSET MANAGEMENT, LLC located in Springfield, Illinois. Burton is registered as an IAR (Investment Advisor Representative) and started their career in finance in 1984. Burton has worked at 6 firms and has passed the Series 66, Series 65, Series 63, SIE, Series 6 and Series 26 exams.

At a Glance

Always Fiduciary

Fiduciary Standard

Fee Structure

Account Minimum

Active Clients

Fiduciary Standard

Fee Structure

Account Minimum

Active Clients

Other Aliases

Burt Burrows

Blog Corner

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Videos & Posts

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Contact Information

This advisor has not claimed their profile yet, so there is no contact information to display at this time.

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Disclosures are events reported to regulators, such as customer disputes, regulatory actions, employment separations, or financial events. Some are resolved, denied, or contested — a disclosure is not a verdict. We recommend asking an advisor directly about any disclosure on their record.

Disclosures on record.

Disclosures can be potential red flags, including customer disputes, regulatory fines, employer terminations, bankruptcies, judgments, liens, or certain criminal activities. Check for any disclosures as part of your thorough research when choosing an advisor.

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Years of Experience

42 years in the financial services industry

Current & Past Employments

BOS ASSET MANAGEMENT, LLC·CRD# 310632
RIA
3400 Wabash Avenue, Springfield, IL 62711
April 3, 2026 - Present
CAMBRIDGE INVESTMENT RESEARCH, INC.·CRD# 39543
BD
Thornton, CO
August 12, 2021 - March 11, 2022
PRUCO SECURITIES, LLC.·CRD# 5685
BD
Englewood, CO
February 5, 2021 - March 11, 2021
NATIONWIDE INVESTMENT SERVICES CORPORATION·CRD# 7110
RIA
Kansas City, MO
July 25, 2006 - December 5, 2006
NATIONWIDE INVESTMENT ADVISORS, LLC·CRD# 142373
RIA
Columbus, OH
July 25, 2006 - December 26, 2018
NATIONWIDE INVESTMENT SERVICES CORPORATION·CRD# 7110
BD
Kansas City, MO
April 25, 1986 - December 26, 2018
WADDELL & REED·CRD# 866
BD
September 28, 1984 - May 8, 1986

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Current Firm

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BOS ASSET MANAGEMENT, LLC

BOS ASSET MANAGEMENT, LLC

CRD#: 310632 / SEC#: 801-119836
RIA
Registered Investment Advisory firm - SEC (11/20/2020 Approved)

Contact Information

Main Address

3400 Wabash Avenue, Springfield, IL 62711

Phone Number

(833) 943-8090

# of Employees

11

SEC notice filing (7 States and Territories)

Registered to provide investment advisory services in 7 US states and territories.

Documents

Customer Relationship Summary (CRS / SEC)Latest Form ADV

Part 2 Brochures

WRAP FEE BROCHURE FOR BOS ASSET MANAGEMENT, LLC (8/24/2026)

Regulatory Assets Under Management

Total Number of Accounts

1,273

AUM (Assets Under Management)

$1,031,382,470

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Other business activities

Outside business activity is any business or activity undertaken by an advisor that is outside the scope of their relationship with their firm (e.g., consulting services, real estate, freelance work, teaching, etc.). Investors should stay informed about these activities to ensure no conflicts of interest.

The advisor shows no other business activity.

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Primary Firm SEC Registration

This SEC-registered firm can serve clients nationwide. Some states may require the firm to submit a notice filing if the firm has more than 5 clients or a physical office there. You can view these state-level filings under the section titled "State Registrations and Notice Filings".
BA
BOS ASSET MANAGEMENT, LLC

BOS ASSET MANAGEMENT, LLC

CRD#: 310632 / SEC#: 801-119836
RIA
Registered Investment Advisory firm - SEC (11/20/2020 Approved)

State Registrations and Notice Filings

Listed states reflect where the advisor is authorized to serve clients under state regulations.
IAR
means the advisor is registered as an Investment Advisor Representative in this state and is authorized to provide investment advice to clients there.
IAR
Illinois
(4/3/2026)

Don't see your state listed? The advisor may still be able to work with you under the federal De Minimis Rule, which allows up to five investment advisory clients in a state without registration. Some states, like TX, LA, NE, and NH, may still require registration or notice filing. Contact the advisor or their firm to confirm their investment advisory availability in your state.

Exams

Financial professionals may take different exams throughout their careers based on the types of services they provide and roles they perform.

Series 66 — Uniform Combined State Law Examination

Passed May 2022About the Series 66 exam

Series 65 — Uniform Investment Adviser Law Examination

Passed Jul 2006About the Series 65 exam

Series 63 — Uniform Securities Agent State Law Examination

Passed Sep 1984About the Series 63 exam

SIE — Securities Industry Essentials Examination

Passed Oct 2018About the SIE exam

Series 6 — Investment Company Products/Variable Contracts Representative Examination

Passed Sep 1984About the Series 6 exam

Series 26 — Investment Company Products/Variable Contracts Principal Examination

Passed Dec 1999About the Series 26 exam

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CRS (Client Relationship Summary) - RIA

Click below to view Burton Kelly Burrows's CRS (Customer Relationship Summary).

CRS (Customer Relationship Summary)

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