AE
Andrew G. Eakin
CONTINUUM ADVISORY
Bozeman, MT 59718
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CRD#: 3111734
AE
Andrew Geist EakinCONTINUUM ADVISORY
Professional summary
Andrew Geist Eakin, ChFC® is a registered financial advisor currently at CONTINUUM ADVISORY, LLC located in Bozeman, Montana and OSAIC WEALTH, INC. located in Bozeman, Montana.
Andrew is registered as an IAR (Investment Advisor Representative) and RR (Registered Representative) and started their career in finance in 1998. Andrew has worked at 10 firms and has passed the Series 65, Series 63, Series 57TO, SIE, Series 55, Series 7 and Series 24 exams.
Aliases
None
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) PAS Associates Limited Partnership; investment related; 2565 Walnut Street, Roseville, MN; passive investment; limited partner; 9/1975; 0 hrs/month; 0 hrs during trading; no duties, limited partner in family limited partnership 2) WEALTH MANAGEMENT ASSOCIATES POSITION: Financial Advisor NATURE: DBA INVESTMENT RELATED: Yes NUMBER OF HOURS: 50 SECURITIES TRADING HOURS: 0 START DATE: 08/11/2011 ADDRESS: 161 West Haley Springs Road #104, Bozeman MT 59718, United States DESCRIPTION: Financial Advisor. This is DBA I operate under. 3) LIFE INSURANCE, LTCI, DISABILITY INSURANCE SALES POSITION: Advisor and Representative NATURE: Insurance sales. INVESTMENT RELATED: Yes NUMBER OF HOURS: 2 SECURITIES TRADING HOURS: 0 START DATE: 08/11/2011 ADDRESS: 161 West Haley Springs Road #104, Bozeman MT 59718, United States DESCRIPTION: Insurance sales to clients. 4) EXECUTOR OF ESTATE OF JEFF AND JUDY EAKIN POSITION: Succesor Trustee NATURE: Executor of parents estate when they pass. INVESTMENT RELATED: No NUMBER OF HOURS: 0 SECURITIES TRADING HOURS: 0 START DATE: 08/11/2011 ADDRESS: 3925 Lander Road, Orange Village OH 44022, United States DESCRIPTION: Executor and Successor Trustee of Parents estate when they pass. 5) CONTINUUM ADVISORY LLC POSITION: IAR NATURE: Independent RIA that all my advisory business is processed with. INVESTMENT RELATED: Yes NUMBER OF HOURS: 50 SECURITIES TRADING HOURS: 0 START DATE: 05/01/2016 ADDRESS: 873 E. State Street, Boise ID 83616, United States DESCRIPTION: Financial advisor that operates as an IAR under the RIA. 6) PAS LIMITED PARTNERSHIP POSITION: Limited Partner NATURE: Family limited partnership in which I am a limited partner. This was set-up by my great grandparents in the 1970's. The partnership receives royalties from a aggregate mining on property the partnership owns in Minnesota. I receive royalties based on my percentage in the partnership. I am not compensated for any work that I do as a limited partner. INVESTMENT RELATED: No NUMBER OF HOURS: 0 SECURITIES TRADING HOURS: 0 START DATE: 09/24/1975 ADDRESS: 2565 Walnut Road, Suite #104, Roseville MN 55113, United States DESCRIPTION: None. Limited Partner. 7) GALLATIN GATEWAY RURAL FIRE DEPARTMENT POSITION: Volunteer Firefighter and EMS NATURE: Volunteer Fire Department. INVESTMENT RELATED: No NUMBER OF HOURS: 30 SECURITIES TRADING HOURS: 10 START DATE: 07/01/2026 ADDRESS: 320 Webb Street, Bozeman MT 59718, United States DESCRIPTION: Volunteer firefighter and EMS responder.
CRS (Client Relationship Summary) - RIA
Click below to view Andrew Geist Eakin'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®
Experience
Current
August 5, 2016 - Present
CONTINUUM ADVISORY, LLC
Office #1: 161 W Haley Springs Rd, Ste #104, Bozeman, MT 59718RIA
CRD#: 283155
Bozeman, MT
Current
August 23, 2024 - Present
OSAIC WEALTH, INC.
Office #1: 161 W. Haley Springs Road Suite 104, Bozeman, MT 59718RIA
BD
CRD#: 23131
Bozeman, MT
Past
November 14, 2017 - August 23, 2024
TRIAD ADVISORS LLC
BD
CRD#: 25803
Danville, CA
Past
May 13, 2016 - November 17, 2017
SIGNATOR INVESTORS, INC.
RIA
CRD#: 468
DANVILLE, CA
Past
May 13, 2016 - November 17, 2017
SIGNATOR INVESTORS, INC.
BD
CRD#: 468
DANVILLE, CA
Past
August 10, 2011 - May 13, 2016
TRANSAMERICA FINANCIAL ADVISORS, LLC
RIA
CRD#: 16164
PLEASANTON, CA
Past
August 10, 2011 - May 13, 2016
TRANSAMERICA FINANCIAL ADVISORS, LLC
BD
CRD#: 16164
PLEASANTON, CA
Past
October 23, 2006 - July 1, 2011
KESTRA INVESTMENT SERVICES, LLC
RIA
CRD#: 42046
LOS GATOS, CA
Past
February 17, 2006 - July 1, 2011
KESTRA INVESTMENT SERVICES, LLC
BD
CRD#: 42046
LOS GATOS, CA
Past
October 24, 2002 - December 5, 2005
NORTHWESTERN MUTUAL INVESTMENT SERVICES, LLC
BD
CRD#: 2881
MILWAUKEE, WI
Past
February 2, 2001 - May 1, 2001
JPMSI
BD
CRD#: 15733
NEW YORK, NY
Past
February 1, 2000 - May 16, 2002
J.P. MORGAN SECURITIES INC.
BD
CRD#: 18718
NEW YORK, NY
Past
October 15, 1998 - February 1, 2000
HAMBRECHT & QUIST LLC
BD
CRD#: 940
SAN FRANCISCO, CA
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".
CA
CONTINUUM ADVISORY, LLC
3 FINANCIAL GROUP | WEALTH MANAGEMENT ASSOCIATES OF COLORADO | WEALTH MANAGEMENT ASSOCIATES - DANVILLE, CA | WEALTH MANAGEMENT ASSOCIATES - BOZEMAN, MT | WEALTH MANAGEMENT ASSOCIATES | TRANSITIONAL WEALTH STRATEGIES | THOMANN FINANCIAL SERVICES | SUCCESSFUL EQUITY MANAGEMENT | RASSLER FINANCIAL | RANDALL FINANCIAL | PACIFIC FINANCIAL GROUP | NAST GROUP FINANCIAL | MOSAIC FINANCIAL GROUP | MCCARTIN FINANCIAL SERVICES | LENTINI FINANCIAL ADVISORY | KELLY FINANCIAL ADVISORS, LLC | HANOVER FINANCIAL GROUP | HANOVER FINANCIAL - NY, NY | HANOVER FINANCIAL - BOZEMAN, MT | CONTINUUM ADVISORY, LLC | CLARK STREET FINANCIAL | BODE FINANCIAL CONSULTING, LLC | ATHENABLE INVESTMENT STRATEGIES | AMERICAN FINANCIAL MANAGEMENT
CRD#: 283155 / SEC#: 801-107439
RIA
Registered Investment Advisory firm - (3/30/2016 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.RR
indicates the advisor is registered as a Registered Representative in this state, allowing them to offer securities such as stocks, bonds, and mutual funds through a broker-dealer.Visual representation of state registrations
IAR
California(8/5/2016)
RR
California(8/23/2024)
RR
Connecticut(3/10/2025)
RR
Florida(8/23/2024)
RR
Georgia(3/10/2025)
RR
Idaho(8/23/2024)
RR
Illinois(3/10/2025)
RR
Indiana(3/10/2025)
RR
Maryland(3/10/2025)
RR
Minnesota(8/23/2024)
RR
Montana(12/2/2024)
IAR
Montana(12/4/2024)
RR
Nevada(8/23/2024)
RR
New Jersey(3/10/2025)
RR
New York(3/10/2025)
RR
North Carolina(3/12/2025)
RR
North Dakota(3/10/2025)
RR
Ohio(8/23/2024)
RR
Oregon(8/23/2024)
RR
Pennsylvania(3/6/2025)
RR
Texas(3/10/2025)
RR
Virginia(3/10/2025)
RR
Washington(8/23/2024)
RR
Wisconsin(3/10/2025)
Exams
State Security Law Exam
State Security Law Exam
General Industry/Product Exam
RR
Series 57TO
Date: 1/2/2023
Securities Trader ExamGeneral Industry/Product Exam
General Industry/Product Exam
RR
Series 55
Date: 1/27/1999
Limited Representative-Equity Trader ExamGeneral Industry/Product Exam
Principal/Supervisory Exam
SRO Registrations
RR
FINRA
Current Firm
CA
CONTINUUM ADVISORY, LLC
3 FINANCIAL GROUP | WEALTH MANAGEMENT ASSOCIATES OF COLORADO | WEALTH MANAGEMENT ASSOCIATES - DANVILLE, CA | WEALTH MANAGEMENT ASSOCIATES - BOZEMAN, MT | WEALTH MANAGEMENT ASSOCIATES | TRANSITIONAL WEALTH STRATEGIES | THOMANN FINANCIAL SERVICES | SUCCESSFUL EQUITY MANAGEMENT | RASSLER FINANCIAL | RANDALL FINANCIAL | PACIFIC FINANCIAL GROUP | NAST GROUP FINANCIAL | MOSAIC FINANCIAL GROUP | MCCARTIN FINANCIAL SERVICES | LENTINI FINANCIAL ADVISORY | KELLY FINANCIAL ADVISORS, LLC | HANOVER FINANCIAL GROUP | HANOVER FINANCIAL - NY, NY | HANOVER FINANCIAL - BOZEMAN, MT | CONTINUUM ADVISORY, LLC | CLARK STREET FINANCIAL | BODE FINANCIAL CONSULTING, LLC | ATHENABLE INVESTMENT STRATEGIES | AMERICAN FINANCIAL MANAGEMENT
CRD#: 283155 / SEC#: 801-107439
RIA
Registered Investment Advisory firm - (3/30/2016 Approved)Loading...
Contact information
Main Address
873 E. State Street, Eagle, ID 83616
Mailing Address
Phone number
(208) 417-1933
Established
Firm type
Fiscal year end
# of Employees
69
SEC notice filing (38 States and Territories)
Regulatory assets under management
| Total Number of Accounts | 2,852 |
| AUM (Assets Under Management) | $ 1,417,081,752 |
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.
