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Kage D Rush

Investment adviser representative at Whitaker-myers Wealth Managers, Ltd.
12 yearsExperience
1 stateRegistered in
$850.6MFirm assets
6 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 feeOther

Services the firm offers

These describe the firm as a whole, not only this advisor.

  • Financial planning
  • Portfolio management
  • Pension consulting

Experience

12 years in the industry.

  1. Whitaker-myers Wealth Managers, Ltd.Aug 2024 to now
  2. Whitaker-myers Insurance Agency, IncApr 2021 to now
  3. Novogradac & Company LLPJan 2018 to Apr 2021
  4. Steven's GutterJul 2014 to Dec 2017

Exams passed

  • Series 65 · Uniform Investment Adviser Law2024

State registrations

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

Whitaker-myers Wealth Managers, Ltd.

$850.6MAssets managed
3,458Clients
16Advisers
6 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
7958431
Firm CRD
286093
Advisor's SEC record (opens in a new tab)
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