Richard S. Bone

BONE ASSET MANAGEMENT

Bloomfield Hills, MI 48306

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CRD#: 2001676

Professional summary

Richard Scott Bone, who also goes by Rick Bone, is a registered financial advisor currently at BONE ASSET MANAGEMENT located in Bloomfield Hills, Michigan.

Richard is registered as an IAR (Investment Advisor Representative) and started their career in finance in 1990. Richard has worked at 8 firms and has passed the Series 65, Series 63, SIE and Series 7 exams.

Question & Answer

Are you a "fiduciary"?

Yes

Aliases

Rick Bone

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.

1.BONE ASSET MANAGEMENT, WWW.BONEASSETMANAGEMENT.COM, 21 E. LONG LAKE RD. BLOOMFIELD HILLS, MI, 48304, YES, COMMISSION, PRESIDENT, 02/2006, 250 HOURS, ALL MARKET HOURS, RETIREMENT PLANNING ADVICE.

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Richard Scott Bone's 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

March 8, 2018 - Present

BONE ASSET MANAGEMENT

Office #1: 40950 Woodward Avenue Suite 335, Bloomfield Hills, MI 48306

RIA

CRD#: 290584

Bloomfield Hills, MI

Past

June 3, 2010 - March 21, 2018

LEVEL FOUR FINANCIAL, LLC

RIA

CRD#: 25700

BLOOMFIELD, MI

Past

March 28, 2006 - March 21, 2018

LEVEL FOUR FINANCIAL, LLC

CRD#: 25700

BLOOMFIELD, MI

Past

April 26, 1999 - March 29, 2006

RAYMOND JAMES FINANCIAL SERVICES, INC.

CRD#: 6694

BIRMINGHAM, MI

Past

November 7, 1997 - March 3, 1999

ROBERT W. BAIRD & CO. INCORPORATED

CRD#: 8158

MILWAUKEE, WI

Past

June 3, 1996 - October 29, 1997

PRINCIPAL FINANCIAL SECURITIES,INC.

CRD#: 260

DALLAS, TX

Past

October 23, 1992 - June 11, 1996

GRUNTAL & CO., L.L.C.

CRD#: 372

NEW YORK, NY

Past

December 3, 1990 - October 2, 1992

LEHMAN BROTHERS INC.

CRD#: 7506

NEW YORK, NY

Past

May 22, 1990 - December 7, 1990

MCLAUGHLIN, PIVEN, VOGEL SECURITIES, INC.

CRD#: 7404

NEW YORK, NY

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

Indiana
(6/1/2018)

IAR

Michigan
(3/8/2018)

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

State Security Law Exam

IAR

Series 65

Date: 3/28/2010

Uniform Investment Adviser Law Examination

State Security Law Exam

Series 63

Date: 6/18/1990

Uniform Securities Agent State Law Examination

General Industry/Product Exam

SIE

Date: 3/21/2018

Securities Industry Essentials Examination

General Industry/Product Exam

Series 7

Date: 5/19/1990

General Securities Representative Examination

Current Firm

BONE ASSET MANAGEMENT

BONE ASSET MANAGEMENT | RSB ADVISORY SERVICES | RS BONE, LLC

CRD#: 290584 / SEC#:

Indiana

Registered Investment Advisory firm - (6/1/2018 Approved)

Michigan

Registered Investment Advisory firm - (1/11/2018 Approved)

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Contact information

Main Address

40950 Woodward Avenue Suite 335, Bloomfield Hills, MI 48306

Mailing Address

Phone number

(248) 220-2205

Established

Firm type

Fiscal year end

# of Employees

Documents

Latest Form ADV

Regulatory assets under management

Total Number of Accounts	837
AUM (Assets Under Management)	$ 59,370,000

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.

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Advisor Monitoring

Firm Stability Insights

Richard S. Bone

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Richard Scott Bone's CRS (Customer Relationship Summary).

Certified licenses

Experience

LEVEL FOUR FINANCIAL, LLC

LEVEL FOUR FINANCIAL, LLC

RAYMOND JAMES FINANCIAL SERVICES, INC.

ROBERT W. BAIRD & CO. INCORPORATED

PRINCIPAL FINANCIAL SECURITIES,INC.

GRUNTAL & CO., L.L.C.

LEHMAN BROTHERS INC.

MCLAUGHLIN, PIVEN, VOGEL SECURITIES, INC.

State Registrations and Notice Filings

Exams

Series 65

Date: 3/28/2010

Series 63

Date: 6/18/1990

SIE

Date: 3/21/2018

Series 7

Date: 5/19/1990

Current Firm

BONE ASSET MANAGEMENT

Contact information

Documents

Regulatory assets under management

Red Flags

Company Information

BONE ASSET MANAGEMENT

TRUST BUT VERIFY

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