David Alonzo Bushman
Investment adviser representative at Kestra Private Wealth Services, LLC
13 yearsExperience
1 stateRegistered in
$13.5BFirm assets
15 yearsFirm in business
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How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assetsHourlyFixed or flat fee
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
- Pension consulting
Experience
13 years in the industry.
- Kestra Private Wealth Services, LLCJul 2024 to now
- Kestra Investment Services, LLCDec 2020 to now
- Bushman Accounting, Tax and Financial ServicesDec 2014 to now
- Craig Hancey & CompanyFeb 2015 to Dec 2017
- Transamerica Financial Advisors, IncJan 2014 to Dec 2018
- World Financial Group, Inc.Oct 2013 to Sep 2020
Exams passed
- Series 63 · Uniform Securities Agent State Law2014
- Series 65 · Uniform Investment Adviser Law2024
State registrations
Registered as an investment adviser representative in 1 state (UT).
Kestra Private Wealth Services, LLC
$13.5BAssets managed
20,230Clients
206Advisers
15 yearsIn business
Official records
SEC data as of Sep 29, 2026. Registrations and firm details can change; confirm current status on the SEC's Investment Adviser Public Disclosure (opens in a new tab) site.
- Individual CRD
- 6292604
- Firm CRD
- 155193