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Inactive

Wade Mathis

Bos Asset Management, LLC

Jacksonville, IL

Springfield, IL

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Current Employers
Bos Asset Management, Llc

3400 Wabash Avenue, Springfield, IL 62711 • United States

Current Registrations

AuthorityCategoryStatusDate
IL RA APPROVED 2024-08-28
  • IL RA
    APPROVED
    Since 2024-08-28

Branch Locations

303 W College Ave, Jacksonville, IL 62650 • United States

3400 Wabash Avenue, Springfield, IL 62711 • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Bos Asset Management, Llc Jacksonville IL 08/2024 Present
Bos Asset Management, Llc Springfield IL 01/2022 Present
Lincoln College Lincoln IL 06/2020 12/2021
Macmurray College Jacksonville IL 06/2017 06/2020
Heartland Dental Effingham IL 06/2016 03/2017
  • 08/2024 → Present
    Bos Asset Management, Llc
    Jacksonville, IL
  • 01/2022 → Present
    Bos Asset Management, Llc
    Springfield, IL
  • 06/2020 → 12/2021
    Lincoln College
    Lincoln, IL
  • 06/2017 → 06/2020
    Macmurray College
    Jacksonville, IL
  • 06/2016 → 03/2017
    Heartland Dental
    Effingham, IL
Designations

View on SEC IAPD

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HEIDI JO KOEPPEL
MICHAEL HALBERT LANSDEN
TIMOTHY RANDALL FLINN
CRAIG STEVEN ALBERS
Nathan C McCombs
DAVID C HEITBRINK

Other Offices

STATE FARM INVESTMENT MANAGEMENT CORP. · Jacksonville, IL
EDWARD JONES · JACKSONVILLE, IL
STIFEL, NICOLAUS & COMPANY, INCORPORATED · JACKSONVILLE, IL
INVESTMENT ADVISORS GROUP, LLC · JACKSONVILLE, IL
BFC PLANNING, INC. · JACKSONVILLE, IL
BERTHEL, FISHER & COMPANY FINANCIAL SERVICES, INC. · JACKSONVILLE, IL
EDWARD JONES · JACKSONVILLE, IL
EDWARD JONES · JACKSONVILLE, IL

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