J. W. Cole Advisors
32yrs
Top advisor by experience in Springville
13yrs
David Alonzo Bushman
Financial advisor at Kestra Private Wealth Services
At a glance
Experience13 years (since 2014)
How that compares ?More experience than 71% of advisors in Springville
Office2277 W 700 S Suite 2a, Springville, UT 84663
How the firm is paid ?Percent of assets, Hourly, Flat fee
States licensed ?1 state
Services through Kestra Private Wealth Services
Financial planningInvestment management for individuals and small businessesInvestment management for businesses and institutionsRetirement plan consultingChoosing other investment managers
Specialties, designations like CFP®, and languages spoken appear here when advisors claim their profiles.
Licenses
Exams passed, from the official record. Tap a license to see what it allows.
Uniform Securities Agent State Law Examination
Uniform Investment Adviser Law Examination
Career
- 2024 – nowKestra Private Wealth Services, LLCCurrent firm
Questions to ask David
Tailored to David’s registration and firm.
- At a firm this size, will I work with you directly or with a service team?
- What does a financial plan with you include, and how often is it updated?
- If you use outside managers, how are they chosen and what do they cost on top of your fee?
- Where would my money be held, and will I get statements directly from that firm?
- What would I pay in total each year, in dollars, including fund and trading costs?
My notes and scorecard
Sign in to keep private notes, score your first meeting, and track this advisor alongside others.
About David
How do I contact David?
Call Kestra Private Wealth Services at 844-553-7872 and ask for David Alonzo Bushman. David works from the Springville, UT office.
How long has David been a financial advisor?
David has been in the industry since 2014, about 13 years. More experience than 71% of advisors in Springville.
What licenses does David hold?
Series 63, Series 65. Tap any license on this page to see what it allows.
Is David a fiduciary?
David is registered as an investment advisor representative, which carries a fiduciary duty when giving investment advice.
How is David paid?
Kestra Private Wealth Services reports being paid by a percentage of the assets they manage, hourly fees, flat or fixed fees. Ask David for your total yearly cost in dollars.
Official record as of October 2, 2026.
This profile is for information only and is not financial advice or a recommendation.
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