William Paul Gettings

Employer firm

Gettings Busch Wealth Management CRD 306757

$541M regulatory AUM

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Pension consulting
• Selection of other advisers

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

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

Current Employers

Employment History

• 07/2002 → 12/2019
  Cfd Investments, Inc.
  Kokomo, IN
• 07/2002 → 12/2019
  Creative Financial Designs, Inc.
  Kokomo, IN
• 12/1997 → 04/2021
  Gettings Reed Financial Services Llc
  Lafayette, IN
• 01/2020 → Present
  Bcgm Wealth Management Group, Llc
  Lafayette, IN

Previous Registrations

• 2002-07-16 → 2019-12-31
  Creative Financial Designs, Inc.
  Kokomo, IN
  Lafayette, IN

Other Businesses

1. INDEPENDENT INSURANCE AGENT. VARIOUS CARRIERS. LIFE, HEALTH AND FIXED ANNUITIES. TIME SPENT: 1 HOUR / MONTH. 2. Purdue University, Adjunct Professor, less than 10% of time, non-investment related.

Exams

• S65 Uniform Investment Adviser Law Examination
  1999-05-21
• S63 Uniform Securities Agent State Law Examination
  1983-05-09

Designations

• Certified Financial Planner
• Chartered Financial Consultant

Other Names

• Bill Gettings