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Andrew Scott Flack

Investment Adviser Representative at Cross State Financial Group LLC

Grand Haven, MICRD #5712950Investment Adviser Representative
No disclosures on record
Sourced from SEC IAPD & FINRA BrokerCheck
Years of Experience
14 yrs
Exams Passed
3

Professional summary

Compiled by AdvisorFinder from public regulatory records. This advisor has not provided a personal biography.

Andrew Scott Flack is an investment adviser representative with Cross State Financial Group LLC in Grand Haven, MI, where they have been registered since 2016. They have worked in the securities industry since 2012 and have been registered with 3 firms, including Raymond James Financial Services Advisors, Inc and Foothill Securities, Inc. They have passed 3 industry qualification exams, including the Series 66 (combined investment adviser and state securities agent) and Series 7 (general securities representative). They are registered to provide investment advice in Colorado and Michigan.

Registrations & licenses

Registration type
Investment Adviser Representative
As of August 14, 2026, from the advisor's current registrations on SEC IAPD
State registrations
Investment adviser:
Colorado, Michigan

Registration requirements vary by state and service. Contact the advisor's firm to confirm whether they can serve you.

Examinations passed
Series 66
Uniform Combined State Law Examination
Passed 9/30/2010
SIE
Securities Industry Essentials Examination
Passed 5/23/2016
Series 7
General Securities Representative Examination
Passed 6/19/2010

Financial-firm registration history

Registration history as reported to FINRA, most recent first.

Cross State Financial Group LLCCurrent
8/18/2016 – Grand Haven, MI
Raymond James Financial Services Advisors, Inc
2/21/2013 – 5/23/2016Mentor, OH
Foothill Securities, Inc.
11/19/2010 – 6/21/2011Kalamazoo, MI

Reported employment history

Employment the advisor reported on their SEC/FINRA filings, as of October 8, 2026. It may not be a complete history.

  1. Cross State Financial Group, LLC
    Jul 2016 – no end date reportedLittleton, CO

Official records & sources

Data as of June 26, 2026 · Source: SEC IAPD & FINRA BrokerCheck

About Cross State Financial Group LLC

These details describe the firm overall. Individual advisors' services, clients, and fees may differ.

Fee arrangements the firm reports

  • Percentage of assets under management
  • Hourly
  • Fixed fee

Arrangements the firm reports on its Form ADV; this advisor may not charge every fee listed. Estimated from the firm's Form ADV — individual terms may differ. Not a quote.

Services the firm offers

Financial PlanningPortfolio Management for Individuals and Small BusinessesSelection of Other Advisers

Client types the firm serves

IndividualsHigh Net WorthPension/Profit SharingCharitable Organizations

Firm assets under management

$100M–$500M

Firm disclosures (Form ADV)
No disciplinary history reportedVerify on SEC IAPD
Advisors listed on AdvisorFinder:
9
Offices listed on AdvisorFinder:
4
Main office:
Albuquerque, NM
SEC file number:
801-117843

Counts reflect AdvisorFinder directory coverage, not necessarily the firm's complete network.

Form ADV data as of April 24, 2026

View full firm profile

Other advisors at Cross State Financial Group LLC

8 other advisors in the directory

View Cross State Financial Group LLC firm profile

Similar advisors in Grand Haven, MI

Other advisors whose filed branch office is in the same city.

About this profile

This profile was compiled and published by AdvisorFinder as editorial content using publicly available information from the SEC's IAPD database and FINRA BrokerCheck. Andrew Scott Flack has not reviewed, approved, or endorsed this profile and is not responsible for its accuracy. Regulatory records change over time — always verify the current record directly on BrokerCheck or SEC.gov before making any decision. AdvisorFinder may be compensated for referrals generated through this page.

BrokerCheck data is used subject to the FINRA BrokerCheck Terms of Use. Found something inaccurate? Report inaccurate data and we will correct any error we introduced. Errors in the underlying BrokerCheck record itself are referred to FINRA, which maintains that record.

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Andrew Scott Flack (Cross State Financial Group)