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BA

Brian J. Ackerman

BURNHAM & FLOWER FINANCIAL
Kalamazoo, MI 49007
Some features on this profile are disabled
CRD#: 4257391
BA

Professional summary

Brian John Ackerman is a registered financial professional currently at BURNHAM & FLOWER FINANCIAL, INC. located in Kalamazoo, Michigan.

Brian is registered as a RR (Registered Representative) and started their career in finance in 2002. Brian has worked at 1 firm and has passed the Series 99TO, SIE and Series 28 exams.

top-8-questions

Question & Answer

Are you a "fiduciary"?
No

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.
The advisor shows no other business activity.

Blog Corner

CRS (Client Relationship Summary) - BD

Click below to view Brian John Ackerman'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

January 4, 2002 - Present

BURNHAM & FLOWER FINANCIAL, INC.

Office #1: 315 South Kalamazoo Mall, Kalamazoo, MI 49007Office #2: 315 South Kalamazoo Mall, Kalamazoo, MI 49007
BD
CRD#: 114006
Kalamazoo, MI

State Registrations and Notice Filings

Listed states reflect where the advisor is authorized to serve clients under state regulations.

Visual representation of state registrations

This advisor is not registered in any state.

Exams

General Industry/Product Exam
RR
Series 99TO
Date: 1/2/2023
Operations Professional Examination
General Industry/Product Exam
RR
SIE
Date: 1/2/2023
Securities Industry Essentials Examination
Principal/Supervisory Exam
RR
Series 28
Date: 10/30/2001
Introducing Broker/Dealer Financial Operations Principal Examination
SRO Registrations
RR
FINRA

Current Firm

B&
BURNHAM & FLOWER FINANCIAL, INC.
BURNHAM & FLOWER FINANCIAL, INC.

CRD#: 114006 / SEC#: , 8-53389

BD
Broker-Dealer Firm Regulated by FINRA (Chicago district office)
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Contact information

Main Address
315 South Kalamazoo Mall, Kalamazoo, MI 49007
Mailing Address
315 South Kalamazoo Mall, Kalamazoo, MI 49007
Phone number
(269) 381-1173
Established
Michigan since 02/20/1997
Firm type
Corporation
Fiscal year end
December
Firm Size
Small
# of Employees

FINRA licenses (1 States and Territories)

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

Documents

Direct owners and executive officers

NamePositionCRD#
ACRISURE MGA, LLCDIRECT SHAREHOLDER
ACKERMAN, BRIAN JOHNPRESIDENT/FINOP/DIRECTOR4257391
FOLEY, RYAN GERARDCORPORATE SECRETARY AND DIRECTOR7383937
HOWES, AMBER STARRVICE PRESIDENT/CCO4021641

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

BURNHAM & FLOWER FINANCIAL, INC.

CRD#: 114006Kalamazoo, MI 49007

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