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BB

Burton K. Burrows

BOS ASSET MANAGEMENT
Springfield, IL 62711
Some features on this profile are disabled
CRD#: 1295570
BB

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.

Question & Answer

Are you a "fiduciary"?
Yes

Aliases

Burt Burrows

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.

Blog Corner

CRS (Client Relationship Summary) - RIA

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

Certified licenses

Advisors may have various certifications and credentials from different organizations. AdvisorCheck highlights these seven certifications - AIF®, CFP®, ChFC®, CFA, CLU®, CIMA®, CPWA®
None

Experience

Current

April 3, 2026 - Present

BOS ASSET MANAGEMENT, LLC

Office #1: 3400 Wabash Avenue, Springfield, IL 62711
RIA
CRD#: 310632
Springfield, IL
Past

August 12, 2021 - March 11, 2022

CAMBRIDGE INVESTMENT RESEARCH, INC.

BD
CRD#: 39543
Thornton, CO
Past

February 5, 2021 - March 11, 2021

PRUCO SECURITIES, LLC.

BD
CRD#: 5685
ENGLEWOOD, CO
Past

July 25, 2006 - December 5, 2006

NATIONWIDE INVESTMENT SERVICES CORPORATION

RIA
CRD#: 7110
KANSAS CITY, MO
Past

July 25, 2006 - December 26, 2018

NATIONWIDE INVESTMENT ADVISORS, LLC

RIA
CRD#: 142373
COLUMBUS, OH
Past

April 25, 1986 - December 26, 2018

NATIONWIDE INVESTMENT SERVICES CORPORATION

BD
CRD#: 7110
KANSAS CITY, MO
Past

September 28, 1984 - May 8, 1986

WADDELL & REED

BD
CRD#: 866

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 - (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.

Highlighted states indicate IAR registrations

IAR
Illinois
(4/3/2026)

Exams

State Security Law Exam
RR
IAR
Series 66
Date: 5/5/2022
Uniform Combined State Law Examination
State Security Law Exam
IAR
Series 65
Date: 7/17/2006
Uniform Investment Adviser Law Examination
State Security Law Exam
RR
Series 63
Date: 9/7/1984
Uniform Securities Agent State Law Examination
General Industry/Product Exam
RR
SIE
Date: 10/1/2018
Securities Industry Essentials Examination
General Industry/Product Exam
RR
Series 6
Date: 9/27/1984
Investment Company Products/Variable Contracts Representative Examination
Principal/Supervisory Exam
RR
Series 26
Date: 12/29/1999
Investment Company Products/Variable Contracts Principal Examination

Current Firm

BA
BOS ASSET MANAGEMENT, LLC
BOS ASSET MANAGEMENT, LLC

CRD#: 310632 / SEC#: 801-119836

RIA
Registered Investment Advisory firm - (11/20/2020 Approved)
PREMIUM
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Trends, Not Just SnapshotsMonitor firm stability metrics like AUM and advisor ratios over time.

Contact information

Main Address
3400 Wabash Avenue, Springfield, IL 62711
Mailing Address
Phone number
(833) 943-8090
Established
Firm type
Fiscal year end
# of Employees
12

SEC notice filing (6 States and Territories)

Blank US states mapAlaskaHawaiiAlabamaArkansasArizonaCaliforniaColoradoConnecticutDelawareFloridaGeorgiaIowaIdahoIllinoisIndianaKansasKentuckyLouisianaMassachusettsMarylandMaineMichiganMinnesotaMissouriMississippiMontanaNorth CarolinaNorth DakotaNebraskaNew HampshireNew JerseyNew MexicoNevadaNew YorkOhioOklahomaOregonPennsylvaniaRhode IslandSouth CarolinaSouth DakotaTennesseeTexasUtahVirginiaVermontWisconsinWest VirginiaWyoming

Documents

Customer Relationship Summary (CRS / SEC)Latest Form ADV

Part 2 Brochures

WRAP FEE BROCHURE FOR BOS ASSET MANAGEMENT, LLC (3/31/2025)
DISCLOSURE BROCHURE FOR BOS ASSET MANAGEMENT, LLC (3/31/2025)

Regulatory assets under management

Total Number of Accounts1,144
AUM (Assets Under Management)$ 828,687,841

Red Flags

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.

Company Information

BOS ASSET MANAGEMENT, LLC

CRD#: 310632Springfield, IL 62711

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