GR
Gregory S. Rademacher
SYCAMORE INVESTMENT CONSULTING SERVICES
MADISON, WI 53717
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CRD#: 2949618
GR
Professional summary
Gregory Scott Rademacher, CFA, CFP® is a registered financial advisor currently at SYCAMORE INVESTMENT CONSULTING SERVICES, LLC located in Madison, Wisconsin and BUTTONWOOD PARTNERS, INC. located in Madison, Wisconsin.
Gregory is registered as an IAR (Investment Advisor Representative) and RR (Registered Representative) and started their career in finance in 1998. Gregory has worked at 2 firms and has passed the Series 65, Series 63, Series 99TO, SIE, Series 7, Series 24, Series 4 and Series 28 exams.
Question & Answer
Are you a "fiduciary"?
Yes
Aliases
None
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.
I HAVE BEEN A MEMBER OF SYCAMORE INVESTMENT CONSULTING SERVICES, LLC. AS A REGISTERED INVESTMENT ADVISOR. I FOUNDED THE FIRM JAN. 1 OF 2003 AND I DEDICATE APPROXIMATELY 20 HOURS PER MONTH TO THE BUSINESS AND ALL DURING TRADING HOURS.
In July of 2016 I was elected treasurer of Mount Olive Lutheran Church in Madison, WI- My duties include processing the vendor payments and preparing a financial summary and presenting it to the parish planning committee. I devote approximately 10 hours a month to the church.
I am a Board member of Wisconsin Association of Charitable Gift Planners.
In Jan of 2017- I became a board member on the United Way of Dane County Foundation
CRS (Client Relationship Summary) - RIA
Click below to view Gregory Scott Rademacher'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: 2003
Experience
Current
March 3, 2003 - Present
SYCAMORE INVESTMENT CONSULTING SERVICES, LLC
Office #1: 701 Deming Way, Madison, WI 53717RIA
CRD#: 125081
MADISON, WI
Current
July 13, 1998 - Present
BUTTONWOOD PARTNERS, INC.
Office #1: 701 Deming Way Suite 100, Madison, WI 53717Office #2: 701 Deming Way Suite 100, Madison, WI 53717RIA
BD
CRD#: 27108
Madison, WI
Past
July 22, 1998 - January 10, 2017
BUTTONWOOD PARTNERS, INC.
RIA
CRD#: 27108
MADISON, WI
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.RR
indicates the advisor is registered as a Registered Representative in this state, allowing them to offer securities such as stocks, bonds, and mutual funds through a broker-dealer.Visual representation of state registrations
RR
Alaska(1/2/2018)
RR
Arizona(1/12/2018)
RR
Arkansas(7/13/2006)
RR
California(5/21/2002)
RR
Colorado(7/13/2006)
RR
Connecticut(7/13/2006)
RR
District of Columbia(11/26/2013)
RR
Florida(7/13/2006)
RR
Georgia(7/13/2006)
RR
Idaho(11/26/2013)
RR
Illinois(7/27/1998)
RR
Indiana(7/13/2006)
RR
Iowa(7/13/2006)
RR
Louisiana(11/20/2015)
RR
Maine(2/9/2018)
RR
Maryland(10/4/2007)
RR
Massachusetts(5/21/2002)
RR
Michigan(7/13/2006)
RR
Minnesota(7/13/2006)
RR
Mississippi(1/2/2018)
RR
Missouri(4/23/2018)
RR
Montana(7/13/2006)
RR
Nevada(7/13/2006)
RR
New Jersey(1/2/2018)
RR
New York(7/13/2006)
RR
North Carolina(7/14/2006)
RR
North Dakota(1/3/2025)
RR
Ohio(7/14/2006)
RR
Oregon(7/13/2006)
RR
Pennsylvania(4/25/2008)
RR
South Carolina(7/13/2006)
RR
Tennessee(9/12/2006)
RR
Texas(7/13/2006)
RR
Utah(1/20/2015)
RR
Vermont(9/15/2020)
RR
Virginia(7/13/2006)
RR
Washington(7/13/2006)
RR
Wisconsin(7/22/1998)
IAR
Wisconsin(3/3/2003)
RR
Wyoming(12/3/2021)
Exams
State Security Law Exam
State Security Law Exam
General Industry/Product Exam
RR
Series 99TO
Date: 1/2/2023
Operations Professional ExaminationGeneral Industry/Product Exam
General Industry/Product Exam
Principal/Supervisory Exam
Principal/Supervisory Exam
Principal/Supervisory Exam
RR
Series 28
Date: 2/27/2008
Introducing Broker/Dealer Financial Operations Principal ExaminationSRO Registrations
RR
FINRA
Current Firm
SI
SYCAMORE INVESTMENT CONSULTING SERVICES, LLC
SYCAMORE INVESTMENT CONSULTING SERVICES, LLC
CRD#: 125081 / SEC#: 801-134876
Wisconsin
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Contact information
Main Address
701 Deming Way Suite 100, Madison, WI 53717
Mailing Address
Phone number
(608) 827-6414
Established
Firm type
Fiscal year end
# of Employees
2
Documents
Regulatory assets under management
| Total Number of Accounts | 116 |
| AUM (Assets Under Management) | $ 159,553,914 |
Red Flags
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Company Information
SYCAMORE INVESTMENT CONSULTING SERVICES, LLC
CRD#: 125081Madison, WI 53717TRUST BUT VERIFY
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