Unclaimed
Michele Bush is a financial advisor in Lincolnshire, Illinois, who is registered as an Investment Advisor Representative. Michele is a Certified Financial Planner and has passed the Series 65 exam. Michele has been in the industry since 2008. Michele works at Savant Wealth Management and previously worked at Baril Advisors LLC. Savant Wealth Management is a financial advisory firm with more than $50 billion in assets under management. The firm has a main office in Rockford, Illinois.
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.
Comprehensive financial plans to help you achieve your personal and business goals.
Guidance on pension options to ensure a secure financial future.
Seminars designed to boost your financial literacy and investment knowledge.
Helps you choose top advisors aligned with your financial goals.
Custom portfolio management strategies for businesses to achieve long-term growth.
Personalized portfolio management to meet individual financial objectives.
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.
Set rates for specific services, regardless of time or assets managed.
A percentage of the total value of assets under management is charged.
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IL
12/02/2022 - Present
Savant Wealth Management (Lincolnshire IL)
IA
Issued 03/31/2016
Series 65 - Uniform Investment Adviser Law Examination
Active
Inactive
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