Alexander Bush
CRD Number: 5415520Current 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 15 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.
CRD# 1682050
Osaic Wealth, Inc.
CRD# 2309650
Wealth Enhancement Advisory Services, LLC
CRD# 6665238
U.s. Bancorp Investments, Inc.
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Alexander Bush, Sole Proprietor | Blaine, MN | Mar 2022 - Current | 2 |
| My Legacy Advisors, LLC | Hopkins, MN | Nov 2017 - Current | 6 |
| United Planners Financial Services Of America | Scottsdale, AZ | Nov 2017 - Current | 6 |
| Munkeby Kramer Dba For Munkeby Financial, Inc. | Hopkins, MN | Nov 2017 - Current | 6 |
| Alexander Bush Independent Insurance | Hopkins, MN | Sep 2008 - Current | 15 |
| Sii Investments, Inc. | Deephaven, MN | Jul 2007 - Nov 2017 | 10 |
| Sii Investments, Inc. | Deephaven, MN | Jul 2007 - Nov 2017 | 10 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S66 | NASAA Uniform Combined State Law Examination | Jul 2008 |
- MN
- NH
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Total Assets Under Management9,326MILLIONS
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Total Number of Accounts43,221ACCOUNTS
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Average Account Value$215,783
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Commissions
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Pension consulting services
- Selection of other advisers (including private fund managers)
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, WY
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