Andrew Michael Bastian

Current Employers

Employment History

• 10/2008 → 01/2019
  Michigan Securities, Inc.
  Southfield, MI
• 01/2019 → 01/2024
  Woodbury Financial Services Inc
  Auburn Hills, MI
• 01/2024 → Present
  Osaic Wealth, Inc.
  Auburn Hills, MI

Previous Registrations

• 2020-11-13 → 2024-01-19
  Woodbury Financial Services, Inc.
  Auburn Hills, MI
  Aurburn Hills, MI
  Naples, FL

Other Businesses

1) BASTIAN FINANCIAL POSITION: agent NATURE: LLC INVESTMENT RELATED: Yes NUMBER OF HOURS: 10 SECURITIES TRADING HOURS: 10 START DATE: 01/10/2006 ADDRESS: 2545 N. Opdyke Rd, Suite 103, Auburn Hills MI 48326, United States DESCRIPTION: sell fixed & index annuities, sell life insurance & long term care. 2) BASTIAN FINANCIAL TAX GROUP & FBG TAX SERVICES POSITION: owner & tax preparer NATURE: LLC INVESTMENT RELATED: No NUMBER OF HOURS: 13 SECURITIES TRADING HOURS: 40 START DATE: 01/01/2017 ADDRESS: 2545 N. Opdyke Rd, Suite 103, Auburn Hills MI 48326, United States DESCRIPTION: prepare tax returns, manage other tax preparers & run tax practice 3) REAL LIVING KEE REALTY POSITION: real estate agent NATURE: real estate agent INVESTMENT RELATED: Yes NUMBER OF HOURS: 20 SECURITIES TRADING HOURS: 10 START DATE: 10/08/2008 ADDRESS: 15 E. Burdick St., Oxford MI 48371, United States DESCRIPTION: help buyers and sellers buy or sell houses. 4) BASTIAN FINANCIAL POSITION: Teach classes NATURE: LLC INVESTMENT RELATED: Yes NUMBER OF HOURS: 1 SECURITIES TRADING HOURS: 0 START DATE: 03/09/2021 ADDRESS: 2545 N. Opdyke Rd, Suite 103, Auburn Hills MI 48326, United States DESCRIPTION: Teach classes on estate planning and tax planning and educate people on the different options and benefits of some having some type of planning done. 5) BERKSHIRE HATHAWAY POSITION: real estate agent NATURE: real estate agent INVESTMENT RELATED: Yes NUMBER OF HOURS: 20 SECURITIES TRADING HOURS: 10 START DATE: 10/08/2008 ADDRESS: 15 E. Burdick St., Oxford MI 48371, United States DESCRIPTION: help buyers and sellers buy or sell houses. 6) ASSISTANT BASEBALL COACH POSITION: Assistant Baseball Coach NATURE: sole prop. INVESTMENT RELATED: No NUMBER OF HOURS: 20 SECURITIES TRADING HOURS: 5 START DATE: 03/16/2026 ADDRESS: 1300 Giddings Rd, Pontiac MI 48340, United States DESCRIPTION: Help coach 8th grade boys baseball team from March-May.

Exams

• S65 Uniform Investment Adviser Law Examination
  2020-10-28
• S63 Uniform Securities Agent State Law Examination
  2007-02-19

Other Names

• Andrew Michael Bastian
• Andrew Michael Bastian