LB
Lori L. Bush
KUHN CAPITAL PARTNERS
GRAND HAVEN, MI
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CRD#: 5088506
LB
Professional summary
Lori Lynn Bush, CFP®, who also goes by Lori Lynn Griffith Miss, is a registered financial advisor currently at KUHN CAPITAL PARTNERS located in Grand Haven, Michigan.
Lori is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2006. Lori has worked at 2 firms and has passed the Series 63 and Series 7 exams.
Question & Answer
Are you a "fiduciary"?
Yes
Aliases
Lori Lynn Griffith Miss
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.
LORI BUSH, SOLE PROPRIETOR; INVESTMENT RELATED; INSURANCE SALES; INSURANCE AGENT; START DATE 07/2017; APPROX 50% OF TIME
CRS (Client Relationship Summary) - RIA
Click below to view Lori Lynn Bush's 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®
CFP®
Start date: 2008
Experience
Current
May 29, 2018 - Present
KUHN CAPITAL PARTNERS
RIA
CRD#: 283028
GRAND HAVEN, MI
Past
June 23, 2010 - July 27, 2011
CETERA INVESTMENT SERVICES LLC
RIA
CRD#: 15340
HOLLAND, MI
Past
March 3, 2006 - July 27, 2011
CETERA INVESTMENT SERVICES LLC
BD
CRD#: 15340
HOLLAND, MI
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".
KC
KUHN CAPITAL PARTNERS
ANDREW M. KUHN | WHITNEY-KUHN, LLC | WHITNEY PARTNERS WEALTH MANAGEMENT | STRATEGIC ASSET PRESERVATION | RUSSELL FINANCIAL, LLC | RETIREMENT FINANCIAL GROUP | PWMG | PILOTS WEALTH MANAGEMENT GROUP, LLC | PILOTS WEALTH MANAGEMENT GROUP | NEXT PHASE FINANCIAL | KUHN GROUP INVESTMENT WEALTH ADVISORS | KUHN CAPITAL PARTNERS, LLC | KUHN CAPITAL PARTNERS | KCP OPPORTUNITY FUND GP LLC | KCP ENERGY FUND GP LLC | FOCUSED COMPOUNDING CAPITAL MANAGEMENT, LLC | FOCUSED COMPOUNDING CAPITAL MANAGEMENT | EAGLE FINANCIAL SOLUTIONS | CAPITAL PRESERVATION GROUP | BUILDING EQUITIIES | BUILDING EQUITIES | BISON NATURAL RESOURCES
CRD#: 283028 / SEC#: 801-132541
RIA
Registered Investment Advisory firm - (4/25/2025 Approved)California
Registered Investment Advisory firm - (6/11/2025 Terminated)Florida
Registered Investment Advisory firm - (5/12/2025 Terminated)Illinois
Registered Investment Advisory firm - (5/12/2025 Terminated)Iowa
Registered Investment Advisory firm - (5/12/2025 Terminated)Michigan
Registered Investment Advisory firm - (5/19/2025 Terminated)Ohio
Registered Investment Advisory firm - (5/12/2025 Terminated)Texas
Registered Investment Advisory firm - (5/12/2025 Terminated)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(5/29/2018)
Exams
State Security Law Exam
General Industry/Product Exam
Current Firm
KC
KUHN CAPITAL PARTNERS
ANDREW M. KUHN | WHITNEY-KUHN, LLC | WHITNEY PARTNERS WEALTH MANAGEMENT | STRATEGIC ASSET PRESERVATION | RUSSELL FINANCIAL, LLC | RETIREMENT FINANCIAL GROUP | PWMG | PILOTS WEALTH MANAGEMENT GROUP, LLC | PILOTS WEALTH MANAGEMENT GROUP | NEXT PHASE FINANCIAL | KUHN GROUP INVESTMENT WEALTH ADVISORS | KUHN CAPITAL PARTNERS, LLC | KUHN CAPITAL PARTNERS | KCP OPPORTUNITY FUND GP LLC | KCP ENERGY FUND GP LLC | FOCUSED COMPOUNDING CAPITAL MANAGEMENT, LLC | FOCUSED COMPOUNDING CAPITAL MANAGEMENT | EAGLE FINANCIAL SOLUTIONS | CAPITAL PRESERVATION GROUP | BUILDING EQUITIIES | BUILDING EQUITIES | BISON NATURAL RESOURCES
CRD#: 283028 / SEC#: 801-132541
RIA
Registered Investment Advisory firm - (4/25/2025 Approved)California
Registered Investment Advisory firm - (6/11/2025 Terminated)Florida
Registered Investment Advisory firm - (5/12/2025 Terminated)Illinois
Registered Investment Advisory firm - (5/12/2025 Terminated)Iowa
Registered Investment Advisory firm - (5/12/2025 Terminated)Michigan
Registered Investment Advisory firm - (5/19/2025 Terminated)Ohio
Registered Investment Advisory firm - (5/12/2025 Terminated)Texas
Registered Investment Advisory firm - (5/12/2025 Terminated)Upgrade to AdvisorCheck Premium
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Contact information
Main Address
1415 West 22nd St Ste 530, Oak Brook, IL 60523
Mailing Address
Phone number
(800) 674-3217
Established
Firm type
Fiscal year end
# of Employees
7
SEC notice filing (5 States and Territories)
Regulatory assets under management
| Total Number of Accounts | 732 |
| AUM (Assets Under Management) | $ 125,847,308 |
Red Flags
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Check for any disclosures as part of your thorough research when choosing an advisor.
