MB
CFP · ChFC
MB
CFP · ChFC

Michael Bush

22 Years of Experience
Colorado Springs, CO
BrokerSells Insurance

Michael Bush is a CFP, ChFC-designated registered investment advisor at Cetera Investment Advisers LLC, based in Colorado Springs, CO, with 22 years of industry experience. Michael operates on a fee-only basis, meaning they do not earn commissions from product sales. Their firm serves 584,487 clients with $160B in assets under management.

Compensation
Fee-Only (% of Portfolio)Fixed/Hourly
Firm Size
10345 advisors
IM Fee
Planning only
Assets Under Management
$163.8B
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Location

15 W. Cimarron Street Suite 202, Colorado Springs, CO, 80903

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History

Regulatory History
Clean regulatory record

No disclosures, customer disputes, or regulatory actions on file.

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Other Business ActivitiesSells Insurance

Michael is the owner and president of Bush Advisory Group, Inc., a DBA for financial services, spending about a quarter of his time advising clients. He also works as an insurance agent selling various fixed insurance products, including life, health, disability, annuities, and long-term care, dedicating a few hours per week. Additionally, Michael sells life settlements through Welcome Funds, Inc.

Employment History
Current Registrations
Cetera Investment Advisers LLC
March 2024 - Present · 2 yrs 2 mos
Cetera Advisors LLCBroker
March 2018 - Present · 8 yrs 2 mos
Previous Registrations
Cetera Advisors LLC
March 2018 - March 2024 · 6 yrs
MML Investors Services, LLCBroker
March 2017 - March 2018 · 1 yr
MML Investors Services, LLC
March 2017 - March 2018 · 1 yr
Msi Financial Services, INC.
January 2015 - March 2017 · 2 yrs 2 mos
Msi Financial Services, INC.Broker
January 2015 - March 2017 · 2 yrs 2 mos
New England Securities Corporation
January 2006 - January 2015 · 9 yrs
New England SecuritiesBroker
July 2003 - January 2015 · 11 yrs 6 mos
State Registrations7 states
CACOGANCNMVAWA
AdvisorBrokerBoth

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.

Exams
No exam information available for this advisor.
Michael Bush - Financial Advisor | TrueAdvisor