David William Bush

Employer firm

Private Client Advisor Group, LLC CRD 330038

$110M regulatory AUM

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Pension consulting

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

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

Current Employers

Employment History

• 12/2015 → 10/2018
  Searcy Financial Services, Inc.
  Olathe, KS
• 12/2015 → 10/2018
  Allos Investment Adviosrs, Llc
  Overland Park, KS
• 05/2019 → 01/2022
  Motiv8 Investments Llc
  Lenexa, KS
• 11/2018 → 05/2019
  Unemployed
  Lenexa, KS
• 04/2021 → Present
  Owlfi Ria, Llc
  Lenexa, KS
• 06/2024 → Present
  Private Client Advisor Group, Llc
  Palm City, FL

Previous Registrations

• 2021-04-27 → 2024-08-22
  Owlfi
  Lenexa, KS
• 2019-05-14 → 2022-01-18
  Motiv8 Investments Llc
  Port St Lucie, FL
  Lenexa, KS
• 2015-12-01 → 2018-10-30
  Searcy Financial Services, Inc.
  Overland Park, KS
• 2015-12-01 → 2018-10-30
  Allos Investment Advisors, Llc
  Overland Park, KS
• 2012-03-06 → 2015-12-10
  Waddell & Reed
  Shawnee, KS
  Overland Park, KS
• 2008-08-01 → 2012-02-01
  Edward Jones
  Olathe, KS
  St Louis, MO
  Lenexa, KS
  Olathe, KS

Other Businesses

Insurance agent, less than 5 hours per month generally during regular business hours.

Exams

• S66 Uniform Combined State Law Examination
  2008-07-31

Other Names

• David W Bush