AdvisorCheck - Find and Connect with Top Financial Advisors on Your Terms
Why Advisor Check
KB

Kenneth C. Butler

BUTLER FINANCIAL SERVICES, LTD.
Westlake Village, CA 91362
Some features on this profile are disabled
CRD#: 1279538
KB

Professional summary


Kenneth Charles Butler, CFP®, who also goes by Ken Butler, is a registered financial advisor currently at BUTLER FINANCIAL SERVICES, LTD. located in Westlake Village, California.

Kenneth is registered as an IAR (Investment Advisor Representative) and started their career in finance in 1984. Kenneth has worked at 8 firms and has passed the Series 63, Series 6, Series 7, Series 26 and Series 24 exams.

top-8-questions

Question & Answer


Are you a "fiduciary"?
Yes

Aliases


Ken Butler

Other business activities


Outside business activity is any business or activity undertaken by an advisor that is outside the scope of their relationship with their firm (e.g., consulting services, real estate, freelance work, teaching, etc.). Investors should stay informed about these activities to ensure no conflicts of interest.
NBS FINANCIAL SERVICES, INC Investment Related 340 N WESTLAKE BLVD WESTLAKE VILLAGE, CA 91362 CONSULTANT/INVESTMENT ADVISER REPRESENTATIVE 1995-PRESENT ~5 hours per month BUTLER FINANCIAL SERVICES, LTD. Non-investment related. 340 N Westlake Blvd Ste 112 Westlake Village, CA 91362 INCOME TAX PREPARATION since 2016 ~40-60 hours/month Kenneth Butler (Self-Employed) Non-Investment related. 340 N Westlake Blvd Ste 112 Westlake Village, CA 91362 REAL ESTATE BROKER/LOAN ORIGINATOR ~10 hours/month

Blog Corner


CRS (Client Relationship Summary) - RIA


Click below to view Kenneth Charles Butler's CRS (Customer Relationship Summary).

Certified licenses


Advisors may have various certifications and credentials from different organizations. AdvisorCheck highlights these seven certifications - AIF®, CFP®, ChFC®, CFA, CLU®, CIMA®, CPWA®
CFP®

Start date: 1986

Experience


Current

April 11, 2016 - Present

BUTLER FINANCIAL SERVICES, LTD.

Office #1: 340 N. Westlake Blvd Suite 112, Westlake Village, CA 91362
RIA
CRD#: 134049
Westlake Village, CA
Past

April 23, 2004 - May 13, 2025

NBS FINANCIAL SERVICES, INC.

RIA
CRD#: 110600
WESTLAKE VILLAGE, CA
Past

September 24, 1999 - May 30, 2012

FINANCIAL WEST GROUP

BD
CRD#: 16668
WESTLAKE VILLAGE, CA
Past

September 26, 1995 - December 13, 1996

LPL FINANCIAL LLC

BD
CRD#: 6413
FORT MILL, SC
Past

October 16, 1990 - October 15, 1993

TITAN/VALUE EQUITIES GROUP, INC.

BD
CRD#: 6359
IRVINE, CA
Past

April 10, 1989 - October 17, 1990

CETERA WEALTH SERVICES, LLC

BD
CRD#: 13572
EL SEGUNDO, CA
Past

October 3, 1985 - April 10, 1989

AMERICAN PACIFIC SECURITIES CORPORATION

BD
CRD#: 5003
Past

June 20, 1984 - October 21, 1985

BOARDWALK CAPITAL CORPORATION

BD
CRD#: 10279

State Registrations and Notice Filings


Listed states reflect where the advisor is authorized to serve clients under state regulations.

IAR
means the advisor is registered as an Investment Advisor Representative in this state and is authorized to provide investment advice to clients there.

Highlighted states indicate IAR registrations

IAR
California
(4/11/2016)

Exams


State Security Law Exam
RR
Series 63
Date: 10/5/1999
Uniform Securities Agent State Law Examination
General Industry/Product Exam
General Industry/Product Exam
Principal/Supervisory Exam
Principal/Supervisory Exam

Current Firm


BF
BUTLER FINANCIAL SERVICES, LTD.
BUTLER FINANCIAL SERVICES, LTD. | BUTLER, KENNETH CHARLES

CRD#: 134049 / SEC#:

California
Registered Investment Advisory firm - (2/6/1992 Approved)
Upgrade to AdvisorCheck Premium
Get A Biweekly Pulse, AutomaticallyReceive biweekly alerts automatically. Stay informed and proactive.
Catch Firm-Level Red Flags SoonerCatch leadership changes and disclosures early, before issues escalate.
See Trends. Not Just SnapshotsMonitor firm stability metrics like AUM and advisor ratios over time.

Contact information


Main Address
340 N. Westlake Blvd Suite 112, Westlake Village, CA 91362
Mailing Address
Phone number
(805) 373-1553
Established
Firm type
Fiscal year end
# of Employees
2

Documents


Latest Form ADV

Regulatory assets under management


Total Number of Accounts106
AUM (Assets Under Management)$ 39,069,748

Red Flags


Disclosures can be potential red flags, including customer disputes, regulatory fines, employer terminations, bankruptcies, judgments, liens, or certain criminal activities.

Check for any disclosures as part of your thorough research when choosing an advisor.

Company Information


BUTLER FINANCIAL SERVICES, LTD.

CRD#: 134049Westlake Village, CA 91362

TRUST BUT VERIFY

Monitor Kenneth Butler

Get automatic monthly alerts on:
Job or Firm Moves
Licensing Changes
Client Complaints
New Red Flags
Contact Information Updates

Similar Advisors


SL
Sean LeonardAdvisorCheck Check Mark
WELLS FARGO CLEARING SERVICES, LLC
IAR
RR
Camarillo, CA
TM
Tania MansouriAdvisorCheck Check Mark
J.P. MORGAN SECURITIES LLC
RR
Encino, CA
footer-logo

AdvisorCheck does not offer investment advice and should not replace discussions with professional accounting, tax, legal or financial advisors.
© 2025 AdvisorCheck, an AIMR Analytics company.
All rights reserved.
Powered ByAIRM Analytics