Michele D. Bush

PROSPECT FINANCIAL GROUP

Buffalo Grove, IL

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CRD#: 6634682

Professional summary

Michele Diane Bush, CFP®, who also goes by Michele Diane Baril, Michele D Bush, is a registered financial advisor currently at PROSPECT FINANCIAL GROUP LLC located in Buffalo Grove, Illinois.

Michele is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2016. Michele has worked at 3 firms and has passed the Series 65 exam.

At a Glance

Always Fiduciary

Aliases

Michele Diane Baril | Michele D 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.

The advisor shows no other business activity.

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Michele Diane 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®

CFP^®

Certified Financial Planner

Experience

Current

July 14, 2026 - Present

PROSPECT FINANCIAL GROUP LLC

RIA

CRD#: 133953

Buffalo Grove, IL

Past

December 2, 2022 - June 24, 2026

SAVANT WEALTH MANAGEMENT

RIA

CRD#: 107271

Lincolnshire, IL

Past

May 24, 2016 - December 31, 2022

BARIL ADVISORS LLC

RIA

CRD#: 141736

Buffalo Grove, IL

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".

PROSPECT FINANCIAL GROUP LLC

PROSPECT FINANCIAL GROUP LLC | _

CRD#: 133953 / SEC#: 801-123732

RIA

Registered Investment Advisory firm - (4/18/2022 Approved)

California

Registered Investment Advisory firm - (6/1/2022 Terminated)

Virginia

Registered Investment Advisory firm - (5/3/2022 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

Illinois
(7/14/2026)

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 65

Date: 3/31/2016

Uniform Investment Adviser Law Examination

Current Firm

PROSPECT FINANCIAL GROUP LLC

PROSPECT FINANCIAL GROUP LLC | _

CRD#: 133953 / SEC#: 801-123732

RIA

Registered Investment Advisory firm - (4/18/2022 Approved)

California

Registered Investment Advisory firm - (6/1/2022 Terminated)

Virginia

Registered Investment Advisory firm - (5/3/2022 Terminated)

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Contact information

Main Address

Arlington, VA

Mailing Address

Phone number

(703) 852-9673

Established

Firm type

Fiscal year end

# of Employees

SEC notice filing (2 States and Territories)

Documents

Customer Relationship Summary (CRS / SEC)

Latest Form ADV

Part 2 Brochures

PROSPECT FINANCIAL GROUP LLC 2025 BROCHURE (2/12/2025)

Regulatory assets under management

Total Number of Accounts	318
AUM (Assets Under Management)	$ 175,900,000

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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Michele D. Bush

Professional summary

At a Glance

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Michele Diane Bush's CRS (Customer Relationship Summary).

Certified licenses

Experience

PROSPECT FINANCIAL GROUP LLC

SAVANT WEALTH MANAGEMENT

BARIL ADVISORS LLC

Primary Firm SEC Registration

PROSPECT FINANCIAL GROUP LLC

State Registrations and Notice Filings

Exams

Series 65

Date: 3/31/2016

Current Firm

PROSPECT FINANCIAL GROUP LLC

Contact information

SEC notice filing (2 States and Territories)

Documents

Part 2 Brochures

Regulatory assets under management

Red Flags

Company Information

PROSPECT FINANCIAL GROUP LLC

TRUST BUT VERIFY

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