Bradley Andrew Bayless

Employer firm

Bush Wealth Management CRD 304262

$258M regulatory AUM

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Portfolio management (institutions)
• 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

• 05/2018 → 08/2020
  Financial Solutions For Educators
  Valdosta, GA
• 10/2015 → 05/2018
  Chickfila
  Valdosta, GA
• 03/2019 → 05/2024
  Horace Mann Companies
  Springfield, IL
• 03/2019 → 05/2024
  Horace Mann Investors
  Springfield, IL
• 08/2020 → 05/2024
  The Swan Agency, Inc.
  Valdosta, GA
• 06/2024 → Present
  Bush Wealth Management
  Valdosta, GA

Exams

• S66 Uniform Combined State Law Examination
  2019-07-25

Designations

• Certified Financial Planner

Other Names

• Brad Andrew Bayless