Misty BusamCRD Number: 5378520
Current Firm: Simply Money Advisors
Misty Busam (CRD# 5378520) is an Investment Advisor Representative working at Simply Money Advisors in Cincinnati, OH and has over 5 years of experience in the finance industry.
Bullseye Investment Management, LLC
Lang Advisors LLC
Opus Capital Group, LLC
|The Financial Network Group, Ltd.||Cincinnati, OH||Nov 2011 - Current||4|
|Royal Alliance||Cincinnati, OH||Nov 2011 - Nov 2013||2|
|1st Global Capital Corp.||Cincinnati, OH||Jan 2011 - Nov 2011||< 1|
|1st Global Advisors, Inc.||Cincinnati, OH||Jan 2011 - Nov 2011||< 1|
|Long Schaefer & Company, Inc.||Cincinnati, OH||Jun 2007 - Nov 2011||4|
|Kenny's Sports Bar||Cincinnati, OH||May 2003 - Apr 2010||6|
|Union Central Life Insurance Company||Cincinnati, OH||Jun 2006 - Jun 2007||1|
|Exam Code||Name||Passed Date|
|S66||NASAA Uniform Combined State Law Examination||May 2011|
Total Assets Under Management689MILLIONS
Total Number of Accounts4,354ACCOUNTS
Average Account Value$158,159
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Educational seminars/workshops
AZ, CA, FL, GA, IL, IN, KY, LA, MI, NC, OH, SC, TN, TX
Wealthminder was created for one simple reason: To help people get the financial assistance they need to achieve their long-term financial goals.
Wealthminder is a database of every Investment Advisor Representative in the country. We work hard to collect and provide you the information you need to find a financial advisor who’s right for you.
If you are looking for a specific financial advisor and you can’t find them on Wealthminder, it’s likely that they are either exclusively a broker or are unlicensed - please contact us and we’ll try to help!
Finding a Financial Advisor through Wealthminder
Historically finding and hiring a financial advisor was hard. Wealthminder was built to make the process much easier.
The best way to use Wealthminder is to take advantage of our free proposal system. All you have to do is take a few minutes of your time to describe your situation and the assistance you are looking for.
Wealthminder then sends your request to our network of prescreened financial advisors. If a financial advisor is interested in your business, they will submit a proposal to you.
You review the proposals you receive and decide if you’d like to have a follow-up call with one or more of the financial advisors.
Throughout the process, you maintain control. We only share your contact information with a financial advisor once you ask for an introduction.