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Shawn Pakelika Bush

Osaic Wealth, Inc.

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About Shawn Pakelika Bush

Shawn Pakelika Bush is a registered investment advisor representative with Osaic Wealth, Inc., based in Honolulu, Hawaii. Shawn has been in the financial industry since 1995, holding previous roles with Woodbury Financial Services, Inc., Questar Capital Corporation, USAllianz Securities, Inc., Investors Capital Corp., Signator Investors, Inc., John Hancock Mutual Life Insurance Company, American Express Financial Advisors Inc., and IDS Life Insurance Company. Shawn is a registered representative in Hawaii. Shawn's specializations include Financial Planning, Pension Consulting, Educational Seminars, Selection of Other Advisors, Portfolio Management for Businesses and Individuals.

Firm Information

Shawn Bush is currently registered with Osaic Wealth, Inc.. Osaic Wealth, Inc. is a corporation headquartered in Scottsdale, AZ. The firm has been approved and operates as an investment advisor, offering financial planning, pension consulting, and educational seminars. Osaic Wealth, Inc. manages assets for individuals, businesses, and charitable organizations, and participates in wrap fee programs.
Osaic Wealth, Inc.

18700 N. HAYDEN ROAD

SCOTTSDALE, AZ 85255

$94.56B

Assets Under Management

39,691

Total Clients

8,460

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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pension consulting services

Guidance on pension options to ensure a secure financial future.

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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 businesses

Custom portfolio management strategies for businesses to achieve long-term growth.

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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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Shawn Bush’s Registration & Firm History

HI

01/19/2024 - Present

Osaic Wealth, Inc. (HONOLULU HI)

HI

03/01/2019 - 01/19/2024

WOODBURY FINANCIAL SERVICES, INC. (HONOLULU HI)

HI

12/01/2006 - 03/01/2019

QUESTAR CAPITAL CORPORATION (HONOLULU HI)

HI

06/02/2004 - 12/01/2006

USALLIANZ SECURITIES, INC. (HONOLULU HI)

MA

01/21/2003 - 05/24/2004

INVESTORS CAPITAL CORP. (LYNNFIELD MA)

MA

04/17/1996 - 01/21/2003

SIGNATOR INVESTORS, INC. (BOSTON MA)

MA

04/17/1996 - 05/01/1997

JOHN HANCOCK MUTUAL LIFE INSURANCE COMPANY (BOSTON MA)

MN

03/13/1995 - 02/16/1996

AMERICAN EXPRESS FINANCIAL ADVISORS INC. (MINNEAPOLIS MN)

MN

03/13/1995 - 02/16/1996

IDS LIFE INSURANCE COMPANY (MINNEAPOLIS MN)

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Licenses & Designations

IA

Issued 09/16/1999

Series 65 - Uniform Investment Adviser Law Examination

BC

Issued 04/01/1995

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 08/03/2002

Series 24 - General Securities Principal Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 03/04/1995

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Shawn Pakelika Bush.
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