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Owen Michael Rush

Walsh Advisors

Crown Point, IN

Beulah, MI

CRD 7269980

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Employer firm

Walsh Advisors CRD 122628

$82.1M regulatory AUM 6 advisory clients

Reported services (Item 5G)

  • Financial planning
  • Portfolio management (individuals)

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

Current Employers
Walsh Advisors

503 E. Summit Street Suite 1B, Crown Point, IN 46307 • United States

Current Registrations

AuthorityCategoryStatusDate
IN RA APPROVED 2021-06-22
TX RA APPROVED 2021-06-22
MI RA APPROVED 2021-06-21
  • IN RA
    APPROVED
    Since 2021-06-22
  • TX RA
    APPROVED
    Since 2021-06-22
  • MI RA
    APPROVED
    Since 2021-06-21

Branch Locations

503 E. Summit Street Suite 1B, Crown Point, IN 46307 • United States

4864 Arbutus Lane, Beulah, MI 49617 • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Walsh Advisors Crown Point IN 04/2021 Present
Ib Wealth Management Ionia MI 06/2020 12/2020
Eaton Community Bank Charlotte MI 05/2019 08/2019
Msu Federal Credit Union East Lansing MI 12/2018 04/2019
Msu Federal Credit Union East Lansing MI 05/2018 12/2018
Voutsaras Financial East Lansing MI 06/2017 08/2017
Student Lansing MI 06/2009 06/2017
Student Lansing MI 08/2017 05/2018
Student Lansing MI 08/2019 05/2020
Rush On Investments, Llc Lansing MI 06/2020 12/2022
Northwestern Mutual Milwaukee WI 01/2021 06/2021
Walsh Advisors Crown Point IN 12/2025 Present
  • 04/2021 → Present
    Crown Point, IN
  • 06/2020 → 12/2020
    Ib Wealth Management
    Ionia, MI
  • 05/2019 → 08/2019
    Eaton Community Bank
    Charlotte, MI
  • 12/2018 → 04/2019
    Msu Federal Credit Union
    East Lansing, MI
  • 05/2018 → 12/2018
    Msu Federal Credit Union
    East Lansing, MI
  • 06/2017 → 08/2017
    Voutsaras Financial
    East Lansing, MI
  • 06/2009 → 06/2017
    Student
    Lansing, MI
  • 08/2017 → 05/2018
    Student
    Lansing, MI
  • 08/2019 → 05/2020
    Student
    Lansing, MI
  • 06/2020 → 12/2022
    Rush On Investments, Llc
    Lansing, MI
  • 01/2021 → 06/2021
    Northwestern Mutual
    Milwaukee, WI
  • 12/2025 → Present
    Crown Point, IN
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2021-06-19
  • S65 Uniform Investment Adviser Law Examination
    2021-06-19
Other Names
  • Owen Rush

View on SEC IAPD

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