AdFi
BK

Burton Kelly Burrows

Investment Adviser Representative at BOS ASSET MANAGEMENT, LLC

SPRINGFIELD, ILCRD #1295570Investment Adviser Rep
Disclosure(s) on record — see official records below
Sourced from SEC IAPD & FINRA BrokerCheck
Years of Experience
35 yrs
States Registered
1 states
Exams Passed
6

Registrations & licenses

Registration type
Investment Adviser Rep
Registered in 1 states
Illinois
Examinations passed
Series 66
Uniform Combined State Law Examination
Passed 5/5/2022
Series 65
Uniform Investment Adviser Law Examination
Passed 7/17/2006
Series 63
Uniform Securities Agent State Law Examination
Passed 9/7/1984
Series 26
Investment Company Products/Variable Contracts Principal Examination
Passed 12/29/1999
SIE
Securities Industry Essentials Examination
Passed 10/1/2018
Series 6
Investment Company Products/Variable Contracts Representative Examination
Passed 9/27/1984

Approximate fees

Estimated from the firm's Form ADV — individual terms may differ. Not a quote.

Primary fee model
Assets Under Management (AUM)
Asset tierAnnual rate
First $3,000,0001.00%
Next $4,000,0000.90%
Next $3,000,0000.80%
Above $10,000,0000.70%
Source

BOS ASSET Management, LLC Form ADV Part 2A (Item 5), most recent annual amendment.

Employment history

Registration history as reported to FINRA, most recent first.

WADDELL & REED, INC.
9/28/19845/8/1986
CAMBRIDGE INVESTMENT RESEARCH, INC.
8/12/20213/11/2022Thornton, CO
NATIONWIDE INVESTMENT SERVICES CORPORATION
4/25/198612/26/2018KANSAS CITY, MO
PRUCO SECURITIES, LLC.
2/5/20213/11/2021ENGLEWOOD, CO

Official records & sources

Data as of May 30, 2026 · Source: SEC IAPD & FINRA BrokerCheck

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. Burton Kelly Burrows 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.

Burton Kelly Burrows - Financial Advisor in SPRINGFIELD, IL | AdvisorFinder