Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Todd? Claim Your ProfileTodd Jeremy Bush is a financial advisor with over 11 years of experience in the financial services industry. Todd is currently registered with Berthel, Fisher & Co. Financial Services, Inc. and BFC Planning, Inc. in Iowa. Todd is a Series 66, 63, 24, 52TO, SIE, 3 and 7 licensed professional. Todd specializes in working with individuals, high-net-worth individuals, corporations, and pension plans. Todd offers a range of financial services, including financial planning, portfolio management, and selection of other advisors.
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.
Helps you choose top advisors aligned with your financial goals.
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.
Earned based on transactions or products sold.
A percentage of the total value of assets under management is charged.
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2
IA
06/10/2019 - Present
Berthel, Fisher & Co. Financial Services, Inc. (Cedar Rapids IA)
IA
03/03/2011 - 12/31/2016
TRANSAMERICA INVESTORS SECURITIES CORPORATION (CEDAR RAPIDS IA)
IA
06/05/2008 - 10/15/2009
BEST DIRECT SECURITIES, LLC (CEDAR FALLS IA)
AZ
01/01/2008 - 01/09/2008
CHARLES SCHWAB & CO., INC. (PHOENIX AZ)
BOTH
Issued 06/10/2019
Series 66 - Uniform Combined State Law Examination
BC
Issued 06/26/2008
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 02/04/2019
Series 24 - General Securities Principal Examination
BC
Issued 01/02/2023
Series 52TO - Municipal Securities Representative Examination
BC
Issued 12/31/2016
SIE - Securities Industry Essentials Examination
BC
Issued 05/14/2008
Series 3 - National Commodity Futures Examination
BC
Issued 12/27/2007
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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