Mary Bush
Mary Bush is a registered investment advisor at Ameriprise Financial Services, LLC, based in Waukesha, WI, with 28 years of industry experience. Mary operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Investment Management. Their firm serves 1,330,280 clients with $560B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Ameriprise Financial Services offers several managed account programs. The fees vary depending on the program selected. These fees include an asset-based fee, which covers investment advisory services and investment management fees. Some accounts may also have an Investments and Infrastructure Support Fee. Clients also pay investment costs, which are the underlying fees related to investment products purchased within the managed account. Additional fees and expenses may be incurred based on the nature of the investments.
Location
1601 E. Racine Avenue, Suite 103, Waukesha, WI, 53186
Get directionsHistory
Regulatory History (9)
Judgment / Lien
April 2022Judgment / Lien
March 2019Judgment / Lien
May 2018Judgment / Lien
March 2017Judgment / Lien
May 2012Regulatory
April 2010Regulatory
May 2007Regulatory
February 2007Regulatory
November 2006Other Business Activities
Mary is a member of B&B Lifeworx LLC, a pass-through entity for practice business expenses, dedicating about 10-20% of her time. She also manages her Ameriprise business as a member of MPB Group LLC, but spends no time on this activity, and is a member of B&B Lifeworx outside employment, dedicating about 10-20% of her time.
Employment History
Current Registrations
Ameriprise Financial Services, LLC
Ameriprise Financial Services, LLCBroker
Ameriprise Financial Services, LLC
Previous Registrations
Chase Investment Services CORP.
Chase Investment Services CORP.Broker
Ameriprise Financial Services, INC.
Ameriprise Financial Services, INC.Broker
Ids Life Insurance CompanyBroker
State Registrations14 states
You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.