Alexander Bush, financial advisor Hopkins MN
96 score

Alexander Bush

CRD Number: 5415520
Current Firm: United Planners' Financial Services Of America A Limited Partner

Alexander Bush (CRD# 5415520) is an Investment Advisor Representative working at United Planners' Financial Services Of America A Limited Partner in Hopkins, MN and has over 9 years of experience in the finance industry. Alexander Bush has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.

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Professional Designations
Company Name Location Dates Years
My Legacy Advisors, Llc Dba Munkeby Kramer Hopkins, MN Nov 2017 - Current < 1
United Planners Financial Services Of America Scottsdale, AZ Nov 2017 - Current < 1
Sii Investments, Inc. Deephaven, MN Jul 2007 - Nov 2017 10
Sii Investments, Inc. Deephaven, MN Jul 2007 - Nov 2017 10
Munkeby Kramer Hopkins, MN May 2007 - Jul 2008 1
Exam Code Name Passed Date
S66 NASAA Uniform Combined State Law Examination Jul 2008
Contact Info for Alexander L. Bush
Phone Number: 480-991-0225
Registered State(s):
  • MN
By the Numbers
  • Total Assets Under Management
    2,377
    MILLIONS
  • Total Number of Accounts
    13,769
    ACCOUNTS
  • Average Account Value
    $172,654
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
  • Commissions
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Pension consulting services
  • Selection of other advisers (including private fund managers)
Types of Clients
Registered States

AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, RI, SC, SD, TN, TX, UT, VA, VI, VT, WA, WI, WV

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BADGES
96
Clean Record
This advisor has a clean track record with regulators.

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