Bryan W. Bush

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CRD#: 6886785

Professional summary

Being a previously registered professional could mean that this person is no longer operating under the supervision of the SEC or FINRA.

That means that the Securities and Exchange Commission may not be able to oversee the services that this specific professional is providing.

Bryan William Bush, who also goes by Bryan Bush, was a registered financial professional .

Bryan is a previously registered financial professional and started their career in finance in 2019. Bryan had worked at 2 firms and has passed the Series 66, Series 7TO and SIE exams.

Question & Answer

Are you a "fiduciary"?

Aliases

Bryan 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.

1) Bryan Bush; Inv rel: Yes; Address: 219 South 7th Street, Cordele, GA 31015 Nature: Life and health insurance sales Position: Agent Start date: 3/07/2018 No. HR/MO: 1 No. HR/MO during sec trading: 1 2) Stewart Financial Group; Inv rel: Yes; Address: 219 South 7th Street, Cordele, GA 31015; Nature: Financial Planning; Position: Financial Planner Start Date: 09/2023; Hours: 200; Trading Hours: 120

Blog Corner

CRS (Client Relationship Summary)

The CRS(Customer Relationship Summary) document is not provided.

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

Past

October 2, 2023 - December 19, 2023

LVZ, INC.

RIA

CRD#: 124228

Cordele, GA

Past

February 26, 2020 - February 10, 2023

MML INVESTORS SERVICES, LLC

RIA

CRD#: 10409

Cordele, GA

Past

June 19, 2019 - February 10, 2023

MML INVESTORS SERVICES, LLC

CRD#: 10409

Cordele, GA

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".

LVZ, INC.

CRD#: 124228 / SEC#: 801-66772

RIA

Registered Investment Advisory firm - (5/17/2006 Approved)

State Registrations and Notice Filings

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

Visual representation of state registrations

This advisor is not registered in any state.

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: 1/31/2020

Uniform Combined State Law Examination

General Industry/Product Exam

Series 7TO

Date: 6/19/2019

General Securities Representative Examination

General Industry/Product Exam

SIE

Date: 3/26/2019

Securities Industry Essentials Examination

Current Firm

LVZ, INC.

CRD#: 124228 / SEC#: 801-66772

RIA

Registered Investment Advisory firm - (5/17/2006 Approved)

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Contact information

Main Address

240 South River Avenue, Holland, MI 49423

Mailing Address

Phone number

(616) 394-4994

Established

Firm type

Fiscal year end

# of Employees

SEC notice filing (26 States and Territories)

Documents

Customer Relationship Summary (CRS / SEC)

Latest Form ADV

Part 2 Brochures

LVZ, INC ADV PART 2A (11/13/2025)

Regulatory assets under management

Total Number of Accounts	5,242
AUM (Assets Under Management)	$ 969,207,213

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

Bryan W. Bush

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary)

Certified licenses

Experience

LVZ, INC.

MML INVESTORS SERVICES, LLC

MML INVESTORS SERVICES, LLC

Primary Firm SEC Registration

LVZ, INC.

State Registrations and Notice Filings

Exams

Series 66

Date: 1/31/2020

Series 7TO

Date: 6/19/2019

SIE

Date: 3/26/2019

Current Firm

LVZ, INC.

Contact information

SEC notice filing (26 States and Territories)

Documents

Part 2 Brochures

Regulatory assets under management

Red Flags

Company Information

LVZ, INC.

TRUST BUT VERIFY

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