Ross D. Bush

GRAETZ WEALTH

JENISON, MI 49428

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CRD#: 2671778

Professional summary

Ross David Bush is a registered financial advisor currently at GRAETZ WEALTH located in Jenison, Michigan.

Ross is registered as an IAR (Investment Advisor Representative) and started their career in finance in 1996. Ross has worked at 4 firms and has passed the Series 66, Series 63, SIE, Series 7 and Series 6 exams.

Question & Answer

Are you a "fiduciary"?

Yes

Aliases

None

Other business activities

Outside business activity is any business or activity undertaken by an advisor that is outside the scope of their relationship with their firm (e.g., consulting services, real estate, freelance work, teaching, etc.). Investors should stay informed about these activities to ensure no conflicts of interest.

ROSS D. BUSH; INVESTMENT RELATED; 3123 JOURNEY DR., HUDSONVILLE, MI 49426; INSURANCE SALES; OWNER; STARTED 10/2008; 3 HOURS/MONTH DEVOTED; 3 HOURS/MONTH DEVOTED DURING SECURITIES TRADING HOURS; OFFER SALE OF INSURANCE PRODUCTS.

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Ross David Bush's CRS (Customer Relationship Summary).

CRS (Customer Relationship Summary)

Certified licenses

Advisors may have various certifications and credentials from different organizations. AdvisorCheck highlights these seven certifications - AIF®, CFP®, ChFC®, CFA, CLU®, CIMA®, CPWA®

None

Experience

Current

September 26, 2023 - Present

GRAETZ WEALTH

Office #1: 501 Baldwin Street Suite 207, Jenison, MI 49428

RIA

CRD#: 317857

JENISON, MI

Past

January 30, 2020 - December 5, 2023

BROOKSTONE WEALTH ADVISORS, LLC

RIA

CRD#: 137658

JENISON, MI

Past

November 4, 2010 - January 28, 2020

MML INVESTORS SERVICES, LLC

RIA

CRD#: 10409

GRAND RAPIDS, MI

Past

February 8, 2008 - January 28, 2020

MML INVESTORS SERVICES, LLC

CRD#: 10409

GRAND RAPIDS, MI

Past

January 5, 1996 - January 7, 2004

HORNOR, TOWNSEND & KENT, LLC

CRD#: 4031

CONSHOHOCKEN, PA

Primary Firm SEC Registration

This SEC-registered firm can serve clients nationwide. Some states may require the firm to submit a notice filing if the firm has more than 5 clients or a physical office there. You can view these state-level filings under the section titled "State Registrations and Notice Filings".

GRAETZ WEALTH

GRAETZ WEALTH | GRAETZ WEALTH, LLC

CRD#: 317857 / SEC#: 801-129537

RIA

Registered Investment Advisory firm - (2/26/2024 Approved)

California

Registered Investment Advisory firm - (4/26/2024 Terminated)

Louisiana

Registered Investment Advisory firm - (3/28/2024 Terminated)

Michigan

Registered Investment Advisory firm - (4/2/2024 Terminated)

Texas

Registered Investment Advisory firm - (3/27/2024 Terminated)

Why is a state registration marked "Terminated"? When a firm registers with the SEC (usually after managing $100M+ AUM), it often withdraws separate state firm registrations unless required by that state. The firm can still serve clients there through its individually registered Investment Advisor Representatives (IARs).

State Registrations and Notice Filings

Listed states reflect where the advisor is authorized to serve clients under state regulations.

IAR

means the advisor is registered as an Investment Advisor Representative in this state and is authorized to provide investment advice to clients there.

Highlighted states indicate IAR registrations

IAR

Michigan
(9/26/2023)

Don't see your state listed? The advisor may still be able to work with you under the federal De Minimis Rule, which allows up to five investment advisory clients in a state without registration. Some states, like TX, LA, NE, and NH, may still require registration or notice filing. Contact the advisor or their firm to confirm their investment advisory availability in your state.

Exams

State Security Law Exam

IAR

Series 66

Date: 10/27/2010

Uniform Combined State Law Examination

State Security Law Exam

Series 63

Date: 3/27/2008

Uniform Securities Agent State Law Examination

General Industry/Product Exam

SIE

Date: 10/1/2018

Securities Industry Essentials Examination

General Industry/Product Exam

Series 7

Date: 2/7/2008

General Securities Representative Examination

General Industry/Product Exam

Series 6

Date: 1/4/1996

Investment Company Products/Variable Contracts Representative Examination

Current Firm

GRAETZ WEALTH

GRAETZ WEALTH | GRAETZ WEALTH, LLC

CRD#: 317857 / SEC#: 801-129537

RIA

Registered Investment Advisory firm - (2/26/2024 Approved)

California

Registered Investment Advisory firm - (4/26/2024 Terminated)

Louisiana

Registered Investment Advisory firm - (3/28/2024 Terminated)

Michigan

Registered Investment Advisory firm - (4/2/2024 Terminated)

Texas

Registered Investment Advisory firm - (3/27/2024 Terminated)

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Contact information

Main Address

501 Baldwin Street Suite 207, Jenison, MI 49428

Mailing Address

Phone number

(616) 226-8867

Established

Firm type

Fiscal year end

# of Employees

SEC notice filing (6 States and Territories)

Documents

Customer Relationship Summary (CRS / SEC)

Latest Form ADV

Part 2 Brochures

ADV PART 2A - FIRM BROCHURE (3/31/2025)

Regulatory assets under management

Total Number of Accounts	752
AUM (Assets Under Management)	$ 132,413,969

Red Flags

Disclosures can be potential red flags, including customer disputes, regulatory fines, employer terminations, bankruptcies, judgments, liens, or certain criminal activities.

Check for any disclosures as part of your thorough research when choosing an advisor.

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Advisor Monitoring

Firm Stability Insights

Ross D. Bush

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Ross David Bush's CRS (Customer Relationship Summary).

Certified licenses

Experience

BROOKSTONE WEALTH ADVISORS, LLC

MML INVESTORS SERVICES, LLC

MML INVESTORS SERVICES, LLC

HORNOR, TOWNSEND & KENT, LLC

Primary Firm SEC Registration

GRAETZ WEALTH

State Registrations and Notice Filings

Exams

Series 66

Date: 10/27/2010

Series 63

Date: 3/27/2008

SIE

Date: 10/1/2018

Series 7

Date: 2/7/2008

Series 6

Date: 1/4/1996

Current Firm

GRAETZ WEALTH

Contact information

SEC notice filing (6 States and Territories)

Documents

Part 2 Brochures

Regulatory assets under management

Red Flags

Company Information

GRAETZ WEALTH

TRUST BUT VERIFY

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