Kyle Edwin Bugg

Employer firm

Gwn Securities Inc. CRD 128929

$4.75B regulatory AUM 54 advisory clients

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Selection of other advisers
• Market timing

From the firm’s Form ADV. Read the guides:

• Item 5F — Regulatory AUM
• Item 5G — Advisory services
• Full firm profile

Current Employers

Employment History

• 03/2011 → Present
  Choice Retirement Group, Llc
  Grand Rapids, MI
• 02/2015 → Present
  Crg Advisors
  Grand Rapids, MI

Previous Registrations

• 2010-08-11 → 2013-02-15
  Legend Advisory, Llc
  Grand Rapids, MI
  Palm Beach Gardens, FL

Other Businesses

CRG ADVISORS of Grand Rapids, Inc. POSITION: OWNER NATURE: DBA INVESTMENT RELATED: YES NUMBER OF HOURS: 8 SECURITIES TRADING HOURS: 2 START DATE: 02/18/2015 ADDRESS: 2629 Lawncrest Dr NE, GRAND RAPIDS MI 49505 DESCRIPTION: INSURANCE SALES, HEALTH INSURANCE, LTC, AND MEDICARE SUPPLEMENTS. KAM 55 LLC Is Investment Related, Rental property, Owner, 2023-10-24, 4 hours per month, 0 hours per month during trading hours, Other Compensation, "Own and manage a rental property in Douglas, MI."

Exams

• S65 Uniform Investment Adviser Law Examination
  2010-06-29
• S63 Uniform Securities Agent State Law Examination
  2004-06-21