helping baby boomers during life's transitions
401(k) & IRA
FEE BASED ASSET MANAGEMENT
TAX EFFICIENT INVESTING
RETIREMENT INCOME PLANNING
LIFE INSURANCE & ANNUITIES
10180 Sleepy Ridge Drive
Loveland, Ohio 45140-1922
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experience you can count on,
independence you can trust
As a former Eagle Scout, Todd believes in leading by example. Since making his own transition from Wall Street to Main Street, he has learned there is no substitute for providing honest, unbiased service.
Beginning in 1989, Todd honed his skills working for leading regional and national investment firms, gaining the financial insight and developing the client-centered philosophy that would lead him to start his own business in 1996.
Today, as an independent advisor, Todd offers fee-based asset management that puts your interests first.
Securities and Advisory Services offered through LPL Financial. A Registered Investment Adviser. Member FINRA / SIPC
Todd Butler, registered as Investment Advisor Representative (IAR) in the state of Ohio, may only discuss and/or transact securities business with residents of the following states: CA, FL, GA, IN, MD, MI, NC, OH
Security Registrations Held through LPL Financial: 07, 24, 31, 63, AP
State of Ohio Insurance License 31614 Ohio Department of Insurance
Look up TODD J. BUTLER
http://brokercheck.finra.org/ CRD: 1957181