Unclaimed
Thane Bushong is a financial advisor with over 27 years of experience in the industry. Thane has a wealth of experience in providing financial planning, portfolio management, and pension consulting services. He has also held numerous leadership positions within the industry, including being the President of Private Capital Mortgage Group, Inc. and President of Private Capital Management Group, Inc. Thane is currently registered with Osaic Wealth, Inc., where he provides investment advice to individuals, businesses, and charitable organizations. He is committed to helping his clients achieve their financial goals.
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.
1
2
IN
06/14/2024 - Present
Osaic Wealth, Inc. (NOBLESVILLE IN)
IN
10/31/2017 - 06/14/2024
SECURITIES AMERICA, INC. (NOBLESVILLE IN)
IN
03/31/2006 - 11/07/2017
NATIONAL PLANNING CORPORATION (NOBLESVILLE IN)
IN
07/08/2000 - 04/03/2006
JEFFERSON PILOT SECURITIES CORPORATION (NOBLESVILLE IN)
NH
07/27/1999 - 07/08/2000
POLARIS FINANCIAL SERVICES, INC. (CONCORD NH)
MD
12/01/1998 - 07/26/1999
FRONTIER FINANCIAL CONSULTANTS, INC. (COLUMBIA MD)
MN
05/20/1996 - 12/07/1998
FORTIS INVESTORS, INC. (OAKDALE MN)
IA
Issued 2/13/2001
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 5/31/1996
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 1/21/1999
Series 24 - General Securities Principal Examination
BC
Issued 5/20/1997
Series 26 - Investment Company Products/Variable Contracts Principal Examination
BC
Issued 10/1/2018
SIE - Securities Industry Essentials Examination
BC
Issued 1/6/1999
Series 7 - General Securities Representative Examination
BC
Issued 5/17/1996
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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