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Gettings Busch Wealth Management

Updated today

Client assets under management

$535,334,407

Clients

877

23% high-net worth

Advisors

9

of 10 employees

Firm type

Team

4-10 advisors or $500M+ in AUM

Clients per advisor

97

High

Average account size

$610,416

About

Gettings Busch Wealth Management (BCGM) serves a mix of individual and high‑net‑worth clients as well as institutional clients such as foundations, trusts, employer‑sponsored retirement plans and broker‑dealer customers. The firm offers discretionary and non‑discretionary portfolio management, financial planning and consulting, retirement plan services (including ERISA 3(21)/3(38) engagements), third‑party manager selection, and advice on alternative investments and insurance products.

BCGM develops client profiles through discussions of objectives, time horizon, risk tolerance and family circumstances, then implements personalized investment plans that allocate among equities, ETFs, mutual funds, individual stocks and, when appropriate, alternative investments. The firm describes an in‑house research process that uses Morningstar and other institutional tools, ongoing account monitoring and reviews, and client performance reporting delivered via third‑party manager reports and its Orion reporting platform.

A notable feature highlighted in the brochure is that the firm publicizes performance results and emphasizes performance reporting responsibility — observing that third‑party managers produce performance reports and that BCGM can supply client‑facing year‑to‑date performance reports. The firm also combines several services that some peers do not emphasize together, including co‑branded advisor representatives, financial‑institution consulting arrangements, selective use of third‑party managers (with fee‑sharing disclosed), and the option for individually managed stock portfolios alongside model ETF/mutual‑fund strategies.

Client services

Financial planning Portfolio management Pension consulting Selection of other advisers

Expertise

Wealth management Retirement plans for business owners (SEP, solo 401k) Active portfolio management Options & derivatives strategies

Occupation focus

Founder/Business Owner Executive

Demographic focus

Approaching retirement

Fee options

Fixed

$250 to $5,000 for financial plans

Project-based

$250 per hour

Subscriptions

In some cases, monthly ongoing fixed fee for consulting on alternative investments

Other

Account minimum: $100,000 (negotiable)

Main office location

Gettings Busch Wealth Management

672 Main Street, Suite 300

Lafayette IN 47901, United States

Number of offices

2

Most active in

California · Florida · Illinois · Indiana · Michigan · Missouri · Nebraska · New Hampshire · North Carolina · Ohio · South Carolina · Tennessee · Texas

Disclosures

Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.

Business activities & affiliations

Advisors at this firm

user avatar

William G

CFP®, ChFC®, Series 63, Series 65

Lafayette, IN

Gettings Busch Wealth Management

William Gettings is a CFP® and ChFC® with 43 years of experience in financial advising. He is currently with Gettings Busch Wealth Management, a team of seven advisors based in Lafayette, IN. His prior experience includes roles at BCGM Wealth Management Group, Creative Financial Designs, and Gettings Reed Financial Services. He also serves as an adjunct professor at Purdue University. Gettings Busch Wealth Management serves individuals, trusts, charitable organizations, foundations, and employer-sponsored retirement plans. The firm employs a research-driven investment approach combining active portfolio management with diversified holdings, and offers both discretionary and non-discretionary services including ERISA plan management and institutional consulting.

Wealth management Retirement plans for business owners (SEP, solo 401k) Active portfolio management Options & derivatives strategies Founder/Business Owner Executive Approaching retirement
user avatar

Reed H

ChFC®, Series 65

Lafayette, IN

Gettings Busch Wealth Management

Reed Hubbert is a financial advisor at Gettings Busch Wealth Management with a ChFC® designation and two years of industry experience. He previously worked at BCGM Wealth Management LLC and has experience with Valparaiso University and the Kokomo Parks Department. Outside of his advisory role, he serves as a football coach at Western Middle School in Russiaville, IN. Gettings Busch Wealth Management serves individuals, trusts, charitable organizations, foundations, and employer-sponsored retirement plans with a research-driven investment approach. The firm combines active portfolio management with diversification across mutual funds, ETFs, equities, and alternative investments, offering both discretionary and non-discretionary services.

Wealth management Retirement plans for business owners (SEP, solo 401k) Active portfolio management Options & derivatives strategies Founder/Business Owner Executive Approaching retirement
user avatar

William C

CFP®, Series 66

Lafayette, IN

Gettings Busch Wealth Management

William Cardwell is a CFP® with 17 years of industry experience, currently serving at Gettings Busch Wealth Management. His prior experience includes roles at Bcgm Wealth Management, LLC, CFD Investments, Inc., and Creative Financial Designs. Cardwell is also a licensed independent insurance agent offering life, health, and fixed annuities. Gettings Busch Wealth Management serves individuals, trusts, charitable organizations, foundations, and employer-sponsored retirement plans, providing discretionary and non-discretionary investment management, financial planning, ERISA plan services, and institutional consulting. The firm employs a research-driven investment approach that combines active portfolio management with diversified assets, and it offers detailed performance reporting including firm-prepared and third-party reports.

Wealth management Retirement plans for business owners (SEP, solo 401k) Active portfolio management Options & derivatives strategies Founder/Business Owner Executive Approaching retirement
user avatar

Scott B

Series 66

Lafayette, IN

Gettings Busch Wealth Management

Scott Busch is a financial advisor at Gettings Busch Wealth Management in Lafayette, IN, with nine years of industry experience. He holds the Series 66 designation and has worked at firms including BCGM Wealth Management and CFD Investments. Outside of his advisory role, Busch serves as a volunteer committee member for several local nonprofit organizations, including United Way of Greater Lafayette and the Tippecanoe Arts Federation. Gettings Busch Wealth Management serves individuals, trusts, charitable organizations, foundations, and employer-sponsored retirement plans. The firm employs a research-driven investment approach combining active portfolio management with diversified holdings across institutional mutual funds, ETFs, individual equities, and alternative investments.

Wealth management Retirement plans for business owners (SEP, solo 401k) Active portfolio management Options & derivatives strategies Founder/Business Owner Executive Approaching retirement
user avatar

Pierce R

Series 66

Lafayette, IN

Gettings Busch Wealth Management

Wealth management Retirement plans for business owners (SEP, solo 401k) Active portfolio management Options & derivatives strategies Founder/Business Owner Executive Approaching retirement
user avatar

Brian I

Series 65

Lafayette, IN

Gettings Busch Wealth Management

Brian Iles is a financial advisor at Gettings Busch Wealth Management in Lafayette, IN, holding a Series 65 designation. He has been with Gettings Busch Wealth Management since 2025 and previously worked for the Logansport Fire Department for 12 years. Gettings Busch Wealth Management serves individuals, trusts, charitable organizations, foundations, and employer-sponsored retirement plans. The firm employs a research-driven investment approach that combines active portfolio management with diversification across mutual funds, ETFs, individual equities, and alternative investments when appropriate.

Wealth management Retirement plans for business owners (SEP, solo 401k) Active portfolio management Options & derivatives strategies Founder/Business Owner Executive Approaching retirement
user avatar

Chad G

Series 63, Series 65

Lafayette, IN

Gettings Busch Wealth Management

Chad Gifford is a financial advisor at Gettings Busch Wealth Management with four years of industry experience. He holds Series 63 and Series 65 licenses and has worked previously at MML Investors Services, LLC, MassMutual Life Insurance Company, and LPL Financial LLC. Outside of advisory work, he is a partner in several real estate-related LLCs involved in property management and maintenance. Gettings Busch Wealth Management serves individuals, trusts, charitable organizations, foundations, and employer-sponsored retirement plans, offering discretionary and non-discretionary investment management, financial planning, and ERISA plan services. The firm employs a research-driven investment approach that combines active portfolio management with diversified holdings across mutual funds, ETFs, equities, and alternatives, and provides detailed performance reporting through multiple platforms.

Wealth management Retirement plans for business owners (SEP, solo 401k) Active portfolio management Options & derivatives strategies Founder/Business Owner Executive Approaching retirement
user avatar

James M

CFP®, Series 63, Series 66

Lafayette, IN

Gettings Busch Wealth Management

James Macdonald is a CFP® professional with 27 years of experience in the financial services industry. He is currently with Gettings Busch Wealth Management, where he has worked since 2020 and previously was affiliated with Gettings Reed Financial and Creative Financial Designs. Macdonald serves as a board member for the West Lafayette Public Schools Education Foundation and is involved in independent insurance sales on a part-time basis. Gettings Busch Wealth Management serves individuals, trusts, charitable organizations, foundations, and employer-sponsored retirement plans. The firm offers discretionary and non-discretionary investment management, financial planning, ERISA plan services, and institutional consulting with a research-driven investment approach that combines active portfolio management and diversification.

Wealth management Retirement plans for business owners (SEP, solo 401k) Active portfolio management Options & derivatives strategies Founder/Business Owner Executive Approaching retirement
user avatar

Austin C

CFA®, Series 66

Lafayette, IN

Gettings Busch Wealth Management

Austin Crites is a CFA® charterholder with 17 years of industry experience. He is currently a financial advisor at Gettings Busch Wealth Management and has previously worked at Goelzer Investment Management. Crites is an adjunct professor at Marian University and serves as a finance committee member for One 17 International. He is also the owner and Chief Investment Officer of Aurora Financial Strategies. Gettings Busch Wealth Management serves individuals, trusts, charitable organizations, foundations, and employer-sponsored retirement plans. The firm employs a research-driven investment approach combining active portfolio management with diversified holdings, including mutual funds, ETFs, individual equities, and alternative investments when appropriate.

Wealth management Retirement plans for business owners (SEP, solo 401k) Active portfolio management Options & derivatives strategies Founder/Business Owner Executive Approaching retirement
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