Cross State Financial Group LLC
RIA
Firm record
As recorded in SEC IAPD
- Firm CRD
- 282011
- SEC number
- 801-117843
- Firm type
- RIA
- Assets under management
- $188.3M as of Apr 24, 2026
- Website
- www.facebook.com/ANDYFLACKCROSSSTATEFINANCIAL ↗
- Phone
- 800-621-6974
- Address
- 6721 Academy Rd. Ne, Albuquerque, NM, 87109
Advisors at this firm
8 in our index · page 1 of 1
-
Kevin Jay AguasCRD 4573669 · Flagstaff, AZIA RegisteredDisclosure event(s) on record
-
Michael Anthony BallCRD 2500989 · Tempe, AZIA RegisteredRegistration inactive
-
Robert CassellaCRD 1596984 · Robertsdale, ALIA RegisteredRegistration inactiveDisclosure event(s) on record
-
Christopher Scott DamenCRD 2916865 · Littleton, COIA RegisteredRegistration inactive
-
Andrew Scott FlackCRD 5712950 · Grand Haven, MIIA Registered
-
Steven Scott IversenCRD 820813 · Albuquerque, NMIA RegisteredRegistration inactiveDisclosure event(s) on record
-
Danielle Elizabeth MutzCRD 4179319 · Albuquerque, NMIA RegisteredRegistration inactive
-
Forrest MeansCRD 7260310 · Citrus Heights, CAIA Registered
1–8 of 8
Source & corrections
Where this page comes from
Advisor registration data on this site is reproduced from the SEC's Investment Adviser Public Disclosure (IAPD) system and FINRA's BrokerCheck. Those systems are the official records; this site is not. We do not alter the factual content of the records we reproduce.
SEC IAPD record for firm CRD 282011 ↗
FINRA BrokerCheck record for firm CRD 282011 ↗
BrokerCheck Terms of Use ↗
Report a data error on this page →
Data compiled Aug 20, 2026. Source: ADV_BULK. Your use of BrokerCheck data reproduced here is subject to FINRA's Terms of Use.
Preview release — partial coverage. This is a public-records lookup tool, not investment advice, not a recommendation, and not an endorsement of any advisor. Registration status shown here is a copy of a government record and may be out of date; always confirm against SEC IAPD and FINRA BrokerCheck before acting.