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Michele Diane Bush

Investment adviser representative at Prospect Financial Group LLC
11 yearsExperience
1 stateRegistered in
CFP® certificationDesignation
$204.4MFirm assets

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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

11 years in the industry.

  1. Prospect Financial Group LLCJul 2026 to now
  2. Savant Wealth ManagementDec 2022 to now
  3. Baril Advisors LLCAug 2015 to Dec 2022

Designations

  • CFP® certification

Exams passed

  • Series 65 · Uniform Investment Adviser Law2016

State registrations

Registered as an investment adviser representative in 1 state (IL).

Prospect Financial Group LLC

$204.4MAssets managed
48Clients
2Advisers
4 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
6634682
Firm CRD
133953
Advisor's SEC record (opens in a new tab)
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