Burnham & Flower Financial, Inc.

Broker-DealerFINRA MemberEst. 2002
Total AUM
Advisory reps
4
Avg account
$0

Firm details

Headquarters
Kalamazoo, Michigan
CRD number
114006
Registered since
January 4, 2002

Firm profile

FINTRX

Overview

Burnham & Flower Financial, Inc. is organized as a corporation that operates primarily as an insurance broker-dealer. The firm reports SEC registration dating to 2002 and ownership characterized as a combination of a domestic entity and an individual. Its stated profile does not identify an advisory practice or capital allocation function; instead the firm appears oriented toward distribution of insurance-related products rather than running discretionary investment portfolios. Regulatory and firm-level flags in the data show it is not a multi-state adviser, not a pension consultant, and not a related adviser. The firm is not identified as an active ESG investor. Fee schedules, advisory activities and other business-line disclosures were not provided in the source data.

Assets & Accounts

Investments & Alternatives

Location & Offices

Investment profile

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Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

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CRM & tech providers

TAMPs used

Clients

FINTRX

Client base

Client personas

Owners & executives

1 of 1
  • Ryan Foley

    Ryan Foley

    Chief Legal OfficerCRD 7383937

Contacts

3 of 3
  • Brian Ackerman

    Brian Ackerman

    PresidentCRD 4257391

  • Amber Howes

    Amber Howes

    Pension AdministratorCRD 4021641

  • Joel Brusk

    Senior Associate General CounselCRD 6561226

Wealth teams

FINTRX

Newly hired reps

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Recent M&A activity

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Recent filings

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Awards

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Location

Primary office

Kalamazoo, MI

Kalamazoo

Location

Kalamazoo, MI

Headquartered in Kalamazoo, MI, anchoring the Kalamazoo-Battle Creek-Portage, MI metro in the Midwest.

Metro area
Kalamazoo-Battle Creek-Portage, MI
Region
Midwest
County
Kalamazoo
Address
315 S Kalamazoo Mall
Time zone
ET (UTC-5)
Office locations

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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth