Andrew Flack has been an investment adviser representative at Cross State Financial Group since August 2016, and is not listed among the firm’s executive officers or direct owners.
Cross State Financial Group LLC is an Albuquerque, NM firm with $188M under management, 406 clients and 10 advisers across 8 offices, as of its April 2026 filing.
Andy Flack works with Cross State Financial Group of Grand Haven, Michigan, a network of advisory offices across the country, where he runs his own practice. He has been in the financial services industry since 2010. He helps clients clarify what is most important to them and coordinate cash flow, investments, taxes, insurance and estate planning.
Andrew Flack’s longest registration is the current one, 10 years at Cross State Financial Group since 2016. Before joining Cross State Financial Group in 2016, Andrew Flack was registered through Raymond James Financial Services Advisors, Inc and Foothill Securities, Inc.
- – present · 10 yearsGrand Haven, MI · Adviser representative · Firm CRD 282011
- Raymond James Financial Services Advisors, Inc– · 3 yearsMentor, OH · Adviser representative · Firm CRD 149018
- Foothill Securities, Inc.– · under a yearKalamazoo, MI · Adviser representative · Firm CRD 1027
Professional designations
Listed by Cross State Financial Group
- CFP®
Examinations
| Exam | Name | Passed |
|---|---|---|
| SIE | Securities Industry Essentials Examination | Credited |
| Series 66 | Uniform Combined State Law Examination | 30 September 2010 |
| Series 7 | General Securities Representative Examination | 19 June 2010 |
- Name
- Securities Industry Essentials Examination
- Name
- Uniform Combined State Law Examination
- Name
- General Securities Representative Examination
- Full name
- Andrew Scott Flack
- CRD
- 5712950
- Firm
- Cross State Financial Group · CRD 282011
- Office
- Grand Haven, MI
- Registration
- Investment adviser registration
- In the industry since
- October 2012
- Disciplinary history
- Not yet shown here · SEC record
Where does Andrew Flack work?
Andrew Flack is an investment adviser representative registered through Cross State Financial Group LLC since August 2016, and is not listed among the firm’s executive officers or direct owners.
Is Andrew Flack a financial advisor?
Yes. Andrew Flack has a current investment-adviser registration, through Cross State Financial Group since August 2016.
How many years of experience does Andrew Flack have?
Andrew Flack has 14 years in the financial industry, since October 2012, across 3 adviser firms.
What exams has Andrew Flack passed?
Andrew Flack has passed 2 licensing exams: the Series 7 and Series 66. The earliest, the Series 7, was passed in June 2010. FINRA credited Andrew Flack with the SIE, which began in October 2018.
Where did Andrew Flack work before Cross State Financial Group?
Before Cross State Financial Group, Andrew Flack was registered through Raymond James Financial Services Advisors, Inc, February 2013 to May 2016; Foothill Securities, Inc., November 2010 to June 2011.
Where is Andrew Flack based?
Andrew Flack’s registered office is in Grand Haven, MI.
Is Andrew Flack registered with FINRA?
No. Andrew Flack has no current broker registration.
Is Andrew Flack a CFP?
Cross State Financial Group lists Andrew Flack with the CFP credential (“CFP®”) on its website. CFP Board confirms certification status.
Source: Andy Flack biography, crossstatefinancialgrandhaven.com
How can I verify Andrew Flack’s record?
Search CRD 5712950 on the SEC’s adviser search (adviserinfo.sec.gov), which publishes Andrew Flack’s full registration record.