Andrew C. Bos

EASTOWN FINANCIAL ADVISORS

Grand Rapids, MI 49506

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CRD#: 4011321

Professional summary

Andrew Charles Bos, CFP® is a registered financial advisor currently at EASTOWN FINANCIAL ADVISORS, LLC located in Grand Rapids, Michigan.

Andrew is registered as an IAR (Investment Advisor Representative) and started their career in finance in 1999. Andrew has worked at 2 firms and has passed the Series 65, Series 63, SIE and Series 7 exams.

Question & Answer

Are you a "fiduciary"?

Yes

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.

Eastown Financial Services Inc; Tax Preparation, Accounting and Insurance. Start date 11/01/2000. President. 40+ Hrs/wk. 150 hrs. mo during securities trading. 1514 Wealthy SE Suite 226, Grand Rapids, MI 49506

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Andrew Charles Bos'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®

CFP^®

Certified Financial Planner

Start date: 2018

Experience

Current

October 22, 2019 - Present

EASTOWN FINANCIAL ADVISORS, LLC

Office #1: 1514 Wealthy St Se Suite 226, Grand Rapids, MI 49506

RIA

CRD#: 305675

Grand Rapids, MI

Past

July 7, 2010 - October 21, 2019

MONEY CONCEPTS CAPITAL CORP

RIA

CRD#: 12963

GRAND RAPIDS, MI

Past

September 23, 1999 - October 21, 2019

MONEY CONCEPTS CAPITAL CORP

CRD#: 12963

GRAND RAPIDS, MI

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

Michigan
(10/22/2019)

IAR

Texas
(3/11/2021)

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: 6/8/2010

Uniform Investment Adviser Law Examination

State Security Law Exam

Series 63

Date: 9/29/1999

Uniform Securities Agent State Law Examination

General Industry/Product Exam

SIE

Date: 10/1/2018

Securities Industry Essentials Examination

General Industry/Product Exam

Series 7

Date: 9/21/1999

General Securities Representative Examination

Current Firm

EASTOWN FINANCIAL ADVISORS, LLC

CRD#: 305675 / SEC#:

Michigan

Registered Investment Advisory firm - (9/17/2019 Approved)

Texas

Registered Investment Advisory firm - (3/8/2021 Conditional Restricted)

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Contact information

Main Address

1514 Wealthy St Se Suite 226, Grand Rapids, MI 49506

Mailing Address

Phone number

(616) 233-9773

Established

Firm type

Fiscal year end

# of Employees

Documents

Latest Form ADV

Regulatory assets under management

Total Number of Accounts	631
AUM (Assets Under Management)	$ 94,859,329

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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Andrew C. Bos

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Andrew Charles Bos's CRS (Customer Relationship Summary).

Certified licenses

Experience

EASTOWN FINANCIAL ADVISORS, LLC

MONEY CONCEPTS CAPITAL CORP

MONEY CONCEPTS CAPITAL CORP

State Registrations and Notice Filings

Exams

Series 65

Date: 6/8/2010

Series 63

Date: 9/29/1999

SIE

Date: 10/1/2018

Series 7

Date: 9/21/1999

Current Firm

EASTOWN FINANCIAL ADVISORS, LLC

Contact information

Documents

Regulatory assets under management

Red Flags

Company Information

EASTOWN FINANCIAL ADVISORS, LLC

TRUST BUT VERIFY

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