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Lori Lynn Bush

Kuhn Capital Partners

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About Lori Lynn Bush

Lori Bush is a financial advisor at Kuhn Capital Partners. Lori has been in the financial industry for over 15 years and holds the Series 7 and Series 63 securities licenses. Lori is a Certified Financial Planner and provides financial planning, portfolio management, and investment advice to individuals, high-net-worth individuals, and pooled investment vehicles. Lori also provides educational seminars to clients. Lori's previous experience includes working at Primevest Financial Services, Inc. in Holland, MI.

Firm Information

Lori Bush is currently registered with Kuhn Capital Partners. Kuhn Capital Partners is an investment advisor based in Florida. The firm provides financial planning, portfolio management for individuals, and portfolio management for pooled investment vehicles. Kuhn Capital Partners manages approximately $94.25 million in client assets.

$94.25M

Assets Under Management

Not reported

Total Clients

3

Total Financial Advisors

Services Offered

Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.

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financial planning services

Comprehensive financial plans to help you achieve your personal and business goals.

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educational seminars & workshops

Seminars designed to boost your financial literacy and investment knowledge.

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selection of other advisors

Helps you choose top advisors aligned with your financial goals.

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portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

Fee Structure

Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.

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fixed fees

Set rates for specific services, regardless of time or assets managed.

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percentage of assets

A percentage of the total value of assets under management is charged.

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performance-based fees

Fees calculated based on the performance of your investments relative to a benchmark.

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other

Solicitor fees

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Lori Bush’s Registration & Firm History

MI

12/11/2024 - Present

Kuhn Capital Partners (GRAND HAVEN MI)

MI

03/03/2006 - 07/27/2011

PRIMEVEST FINANCIAL SERVICES, INC. (HOLLAND MI)

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Licenses & Designations

BC

Issued 04/20/2006

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 03/02/2006

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are no public disclosures for Lori Lynn Bush.
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