Kenneth P. Butze
Professional summary
Kenneth Paul Butze JR, CFP®, who also goes by Ken Butze, is a registered financial advisor currently at INTEGRITY FIRST PLANNERS, INC. located in Bratenahl, Ohio.
Kenneth is registered as an IAR (Investment Advisor Representative) and started their career in finance in 1997. Kenneth has worked at 10 firms and has passed the Series 65, Series 63, SIE, Series 7, Series 62, Series 6 and Series 24 exams.
Question & Answer
Aliases
Other business activities
CRS (Client Relationship Summary) - RIA
Click below to view Kenneth Paul Butze JR's CRS (Customer Relationship Summary).
Certified licenses
Start date: 1999
Experience
April 16, 2013 - Present
INTEGRITY FIRST PLANNERS, INC.
August 23, 2024 - November 19, 2024
OSAIC WEALTH, INC.
May 24, 2013 - August 23, 2024
TRIAD ADVISORS LLC
May 31, 2012 - April 16, 2013
ANCORA PRIVATE WEALTH ADVISORS, LLC
April 26, 2012 - May 7, 2013
FIRST ALLIED SECURITIES, INC.
December 8, 2006 - May 24, 2012
UNITED PLANNERS' FINANCIAL SERVICES OF AMERICA A LIMITED PARTNER
December 17, 2003 - May 24, 2012
UNITED PLANNERS' FINANCIAL SERVICES OF AMERICA A LIMITED PARTNER
March 25, 2003 - December 31, 2004
KPB FINANCIAL SERVICES, INC.
January 31, 2001 - December 19, 2003
RAYMOND JAMES FINANCIAL SERVICES, INC.
January 2, 2001 - December 19, 2003
RAYMOND JAMES FINANCIAL SERVICES, INC.
May 3, 1999 - January 24, 2001
PARK AVENUE SECURITIES LLC
November 10, 1997 - May 3, 1999
GUARDIAN INVESTOR SERVICES LLC
State Registrations and Notice Filings
Listed states reflect where the advisor is authorized to serve clients under state regulations.
Highlighted states indicate IAR registrations
(1/14/2025)
(4/16/2013)
(9/12/2024)
Exams
Series 62
Date: 5/21/1998
Corporate Securities Limited Representative ExaminationCurrent Firm
INTEGRITY FIRST PLANNERS, INC.
CRD#: 167305 / SEC#:
Contact information
Regulatory assets under management
| Total Number of Accounts | 189 |
| AUM (Assets Under Management) | $ 50,000,000 |
Red Flags
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