David Bush (CRD# 5537832) is an Investment Advisor Representative working at Owlfi in Lenexa, KS and has over 15 years of experience in the finance industry.
CRD# 2074636
Financial Partners Group, Inc.
CRD# 1380183
Creative Planning
CRD# 5216324
Mariner Wealth
Company Name | Location | Dates | Years |
---|---|---|---|
Owlfi Ria, LLC | Lenexa, KS | Apr 2021 - Current | 2 |
Motiv8 Investments LLC | Lenexa, KS | May 2019 - Jan 2022 | 2 |
Unemployed | Lenexa, KS | Nov 2018 - May 2019 | < 1 |
Searcy Financial Services, Inc. | Olathe, KS | Dec 2015 - Oct 2018 | 2 |
Allos Investment Adviosrs, LLC | Overland Park, KS | Dec 2015 - Oct 2018 | 2 |
Various Insurance Carriers For W & R Insurance Agencies | Lenexa, KS | Mar 2012 - Dec 2015 | 3 |
Waddell & Reed | Leawood, KS | Mar 2012 - Nov 2015 | 3 |
Exam Code | Name | Passed Date |
---|---|---|
S66 | NASAA Uniform Combined State Law Examination | Jul 2008 |
- KS
-
Total Assets Under Management118MILLIONS
-
Total Number of Accounts667ACCOUNTS
-
Average Account Value$176,332
- 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
- Pension consulting services
FL, KS, MO, NE, NY, OK, TX, UT
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