Michael Craig Metz

Employer firm

Bos Asset Management, LLC CRD 310632

$1.03B regulatory AUM 31 advisory clients

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Portfolio management (institutions)
• Selection of other advisers

From the firm’s Form ADV. Read the guides:

• Item 5F — Regulatory AUM
• Item 5G — Advisory services
• Full firm profile

Current Employers

Employment History

• 03/2007 → Present
  Bank Of Springfield
  Springfield, IL
• 11/2010 → 04/2023
  Lpl Financial, Llc
  Springfield, IL
• 11/2020 → Present
  Bos Asset Management, Llc
  Springfield, IL

Previous Registrations

• 2010-11-30 → 2023-04-05
  Lpl Financial Llc
  Springfield, IL
  Fort Mill, SC
• 2009-01-02 → 2010-12-02
  Raymond James Financial Services Advisors, Inc
  Saint Petersburg, FL
  Springfield, IL
• 2007-09-14 → 2009-01-02
  Raymond James Financial Services, Inc.
  Springfield, IL

Other Businesses

1. 10/28/2010: NO BUSINESS NAME - Investment Related - At Reported Business Location(s) - NON-VARIABLE INSURANCE - FIXED INSURANCE PRODUCTS PLACED THROUGH BANKS OWNED INSURANCE AGENCY. 2. 04/29/2015: METZ & METZ LLC - 3001 EAST ASH STREET, SPRINGFIELD, IL 62702 - REAL ESTATE RENTAL - START 01/01/2014 - 2 HR/MO NONE DURING SECS TRDG HRS - OWNER. 3. 7/9/2018 - Bucket List Adventures LLC - Not Investment Related - 2700 East Ash Street, Springfield, IL 62703. - Business Entity For Tax/Investment Purposes Only - Partner - Start Date: 01/11/2018 - 2 Hours Per Month/0 Hours During Securities Trading.

Exams

• S65 Uniform Investment Adviser Law Examination
  1998-05-04
• S63 Uniform Securities Agent State Law Examination
  1995-10-18