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Owen M. Rush

WALSH ADVISORS
Beulah, MI 49617
Some features on this profile are disabled
CRD#: 7269980
OR

Professional summary

Owen Michael Rush, who also goes by Owen Rush, is a registered financial advisor currently at WALSH ADVISORS located in Beulah, Michigan.

Owen is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2021. Owen has worked at 1 firm and has passed the Series 65 exam.

Question & Answer

Are you a "fiduciary"?
Yes

Aliases

Owen Rush

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 Owen Michael Rush'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®
None

Experience

Current

June 21, 2021 - Present

WALSH ADVISORS

Office #1: 4864 Arbutus Lane, Beulah, MI 49617
RIA
CRD#: 122628
Beulah, MI

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
Indiana
(6/22/2021)
IAR
Michigan
(6/21/2021)
IAR
Texas
(6/22/2021)

Exams

State Security Law Exam
IAR
Series 65
Date: 6/19/2021
Uniform Investment Adviser Law Examination

Current Firm

WA
WALSH ADVISORS
WALSH ADVISORS | WALSH FINANCIAL SERVICES, INC. | WALSH FINANCIAL SERVICES | WALSH ADVISORS INC.

CRD#: 122628 / SEC#:

Indiana
Registered Investment Advisory firm - (7/30/2001 Approved)
Michigan
Registered Investment Advisory firm - (6/17/2021 Approved)
Texas
Registered Investment Advisory firm - (1/31/2018 Conditional Restricted)
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Contact information

Main Address
503 E. Summit Street Suite 1b, Crown Point, IN 46307
Mailing Address
Phone number
(517) 231-1152
Established
Firm type
Fiscal year end
# of Employees
2

Documents

Latest Form ADV

Regulatory assets under management

Total Number of Accounts128
AUM (Assets Under Management)$ 82,050,096

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.

Company Information

WALSH ADVISORS

CRD#: 122628Beulah, MI 49617

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