David W. Bush

PRIVATE CLIENT ADVISOR GROUP

Lenexa, KS

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CRD#: 5537832

Professional summary

David William Bush, who also goes by David W Bush, is a registered financial advisor currently at PRIVATE CLIENT ADVISOR GROUP, LLC located in Lenexa, Kansas.

David is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2008. David has worked at 7 firms and has passed the Series 66, SIE and Series 7 exams.

Question & Answer

Are you a "fiduciary"?

Yes

Aliases

David W Bush

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.

Insurance agent, less than 5 hours per month generally during regular business hours.

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view David William 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

June 13, 2024 - Present

PRIVATE CLIENT ADVISOR GROUP, LLC

RIA

CRD#: 330038

Lenexa, KS

Past

April 27, 2021 - August 22, 2024

OWLFI

RIA

CRD#: 311854

LENEXA, KS

Past

May 14, 2019 - January 18, 2022

MOTIV8 INVESTMENTS LLC

RIA

CRD#: 285560

Lenexa, KS

Past

December 1, 2015 - October 30, 2018

SEARCY FINANCIAL SERVICES, INC.

RIA

CRD#: 105807

OVERLAND PARK, KS

Past

December 1, 2015 - October 30, 2018

ALLOS INVESTMENT ADVISORS, LLC

RIA

CRD#: 155541

OVERLAND PARK, KS

Past

March 6, 2012 - December 10, 2015

WADDELL & REED

RIA

CRD#: 866

LEAWOOD, KS

Past

March 6, 2012 - December 10, 2015

WADDELL & REED

CRD#: 866

LEAWOOD, KS

Past

August 1, 2008 - February 1, 2012

EDWARD JONES

RIA

CRD#: 250

OLATHE, KS

Past

July 18, 2008 - February 1, 2012

EDWARD JONES

CRD#: 250

OLATHE, KS

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

Kansas
(6/13/2024)

IAR

Missouri
(7/8/2025)

IAR

Utah
(7/8/2025)

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: 7/31/2008

Uniform Combined State Law Examination

General Industry/Product Exam

SIE

Date: 12/10/2015

Securities Industry Essentials Examination

General Industry/Product Exam

Series 7

Date: 7/17/2008

General Securities Representative Examination

Current Firm

PRIVATE CLIENT ADVISOR GROUP, LLC

CRD#: 330038 / SEC#: 801-134899

Florida

Registered Investment Advisory firm - (5/17/2024 Approved)

Kansas

Registered Investment Advisory firm - (6/11/2024 Approved)

Missouri

Registered Investment Advisory firm - (6/18/2024 Approved)

New York

Registered Investment Advisory firm - (5/22/2024 Approved)

Oklahoma

Registered Investment Advisory firm - (7/2/2024 Approved)

Texas

Registered Investment Advisory firm - (6/14/2024 Conditional Restricted)

Utah

Registered Investment Advisory firm - (8/1/2024 Approved)

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Contact information

Main Address

901 Sw Martin Downs Blvd., Suite 200 D, Palm City, FL 34990

Mailing Address

Phone number

(516) 241-3934

Established

Firm type

Fiscal year end

# of Employees

Documents

Customer Relationship Summary (CRS / SEC)

Latest Form ADV

Part 2 Brochures

PRIVATE CLIENT ADVISOR GROUP, LLC - ADV PART 2 (11/6/2025)

Regulatory assets under management

Total Number of Accounts	340
AUM (Assets Under Management)	$ 110,213,692

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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Firm Stability Insights

David W. Bush

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

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

Certified licenses

Experience

OWLFI

MOTIV8 INVESTMENTS LLC

SEARCY FINANCIAL SERVICES, INC.

ALLOS INVESTMENT ADVISORS, LLC

WADDELL & REED

WADDELL & REED

EDWARD JONES

EDWARD JONES

State Registrations and Notice Filings

Exams

Series 66

Date: 7/31/2008

SIE

Date: 12/10/2015

Series 7

Date: 7/17/2008

Current Firm

PRIVATE CLIENT ADVISOR GROUP, LLC

Contact information

Documents

Part 2 Brochures

Regulatory assets under management

Red Flags

Company Information

PRIVATE CLIENT ADVISOR GROUP, LLC

TRUST BUT VERIFY

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