Ross
Bush

Graetz Wealth

CRD#2671778
Investment Advisor
in Jenison, MI

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About this Advisor

Ross Bush is a financial advisor based in Jenison, Michigan, working with Graetz Wealth. Ross has previously held positions at Ross D. Bush, Brookstone Wealth Advisors, LLC, Graetz Wealth, Mml Investors Services, and Massmutual Financial Group. Ross has passed the Series 63 and Series 66 regulatory exams and is registered to provide services in Michigan. Currently, Ross is part of Graetz Wealth, which operates out of Jenison, Michigan. The firm has 1 office and 3 employees. The firm manages assets totaling $107.8 million and serves high-net-worth clients. The services offered by the firm include financial planning services, portfolio management for individuals and small businesses, pension consulting services, and selection of other advisers. The fee structure at Graetz Wealth includes asset-based, performance-based, and other fees.

Certifications and Registrations

Series 63, Series 66

Services Offered

Financial planning services, Portfolio management for individuals and/or small businesses, Pension consulting services, Selection of other advisers

Fee Structure

Percentage of Assets, Performance-based Fees, Others

Office Location

501 Baldwin St Suite 207
Jenison, MI 49428

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Graetz Wealth Brokerage Details

Total Assets Under Management

$107,765,305

MI Average: $943,424,332
Total Number of Employees

3

MI Average: 21
Total Number of Accounts

716

MI Average: 1,586
Average Account Size

$150,510

MI Average: $594,845

Investment Advisory Services

  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Pension consulting services
  • Selection of other advisers

Ross Bush Work History

2023 - Present (1 year)

Graetz Wealth

2008 - Present (16 years)

Ross D. Bush

2020 - 2023 (3 years)

Brookstone Wealth Advisors, LLC

2008 - 2020 (12 years)

Mml Investors Services

2008 - 2020 (12 years)

Massmutual Financial Group

Disclosures

Please visit the SEC profile of Ross Bush to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.

Financial Advisors at Graetz Wealth

Brandon Graetz
Jenison, MI
Ross Bush
Jenison, MI
Jason Wenk
San Juan Capistrano, CA

The content in this profile was updated by SmartAsset on 6/19/2024. All advisor details come from publicly available data, and we cannot guarantee the accuracy of the content. We are unable to make individual profile updates. If you want your profile removed temporarily or permanently, please contact profile-compliance@smartasset.com.

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