BB
Bart A. Butler
SIGNATURE EQUITY PARTNERS
Columbus, OH 43240
Some features on this profile are disabled
CRD#: 3238868
BB
Professional summary
Bart Allen Butler, CFP® is a registered financial advisor currently at SIGNATURE EQUITY PARTNERS, LLC located in Columbus, Ohio and OSAIC WEALTH, INC. located in Columbus, Ohio.
Bart is registered as an IAR (Investment Advisor Representative) and RR (Registered Representative) and started their career in finance in 1999. Bart has worked at 5 firms and has passed the Series 66, Series 6TO, SIE and Series 7 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.
1. Rightside Financial LLC, POSITION: Financial Professional, Financial Advisor NATURE: LLC INVESTMENT RELATED: Yes NUMBER OF HOURS: Full time (~ 40 hours / week) SECURITIES TRADING HOURS: 5 START DATE: 08/20/2025 ADDRESS: 8720 Orion Pl Ste 330 Columbus OH 43240 DESCRIPTION: Fixed & Index Annuity. Life / LTC insurance 2. THE RIGHT SIDE OF MONEY POSITION: author NATURE: a personal book that I completed in early 2025, which VFA approved for me to give out to my clients & friends. No funds are being collected or exchanged for this giveaway item. INVESTMENT RELATED: No NUMBER OF HOURS: 1 SECURITIES TRADING HOURS: 1 START DATE: 04/01/2025 ADDRESS: 5091 Polar Dr Lewis Center OH 43035-8307 DESCRIPTION: a personal book that I completed in early 2025, which VFA approved for me to give out to my clients & friends. No funds are being collected or exchanged for this giveaway item. 3. RIGHTSIDE FINANCIAL, LLC POSITION: I conduct securities and variable insurance business under this business name NATURE: LLC INVESTMENT RELATED: Yes NUMBER OF HOURS: 160 SECURITIES TRADING HOURS: 130 START DATE: 08/20/2025 ADDRESS: 8720 Orion Place, Suite 330, Columbus OH 43240, United States DESCRIPTION: Sales/Marketing of securities and variable insurance products 4. SIGNATURE EQUITY PARTNERS, LLC - INDEPENDENT RIA POSITION: Investment Advisor Representative NATURE: LLC INVESTMENT RELATED: Yes NUMBER OF HOURS: 160 SECURITIES TRADING HOURS: 140 START DATE: 08/21/2025 ADDRESS: 8720 Orion Place, Suite 330, Columbus OH 43240, United States DESCRIPTION: Sales/Marketing of investment advisory products
CRS (Client Relationship Summary) - RIA
Click below to view Bart Allen 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: 2003
Experience
Current
August 21, 2025 - Present
SIGNATURE EQUITY PARTNERS, LLC
Office #1: 8720 Orion Place, Suite 330, Columbus, OH 43240RIA
CRD#: 327455
Columbus, OH
Current
August 20, 2025 - Present
OSAIC WEALTH, INC.
Office #1: 8720 Orion Place Suite 330, Columbus, OH 43240RIA
BD
CRD#: 23131
Columbus, OH
Past
March 1, 2002 - September 11, 2025
VALIC FINANCIAL ADVISORS, INC.
RIA
CRD#: 42803
COLUMBUS, OH
Past
October 12, 2001 - December 31, 2001
THE VARIABLE ANNUITY MARKETING COMPANY
BD
CRD#: 5081
HOUSTON, TX
Past
October 12, 2001 - September 11, 2025
VALIC FINANCIAL ADVISORS, INC.
BD
CRD#: 42803
COLUMBUS, OH
Past
May 14, 2001 - October 16, 2001
VOYA FINANCIAL PARTNERS, LLC
BD
CRD#: 34815
WINDSOR, CT
Past
June 18, 1999 - May 10, 2001
THE VARIABLE ANNUITY MARKETING COMPANY
BD
CRD#: 5081
HOUSTON, TX
Past
June 18, 1999 - May 10, 2001
VALIC FINANCIAL ADVISORS, INC.
BD
CRD#: 42803
HOUSTON, TX
Primary Firm SEC Registration
This SEC-registered firm can serve clients nationwide. Some states may require the firm to submit a notice filing if the firm has more than 5 clients or a physical office there. You can view these state-level filings under the section titled "State Registrations and Notice Filings".
SE
SIGNATURE EQUITY PARTNERS, LLC
FIRST RESPONDERS FINANCIAL | VARSITY WEALTH MANAGEMENT | SIGNATURE FINANCIAL GROUP | SIGNATURE EQUITY PARTNERS, LLC | RIGHTSIDE FINANCIAL | PROFESSIONAL GUIDANCE FINANCIAL SERVICES AKA PG FINANCIAL | PHOENIX FINANCIAL GROUP | PATH FINANCIAL PARTNERS | MIDWEST RETIREMENT CONSULTANTS | MARK S WEAVER WEALTH ADVISORY | LEGACY CONSULTANTS GROUP | LC WEALTH MANAGEMENT | HARBOR WEALTH CONSULTANTS
CRD#: 327455 / SEC#: 801-128432
RIA
Registered Investment Advisory firm - (7/27/2023 Approved)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
Alabama(8/20/2025)
RR
California(8/20/2025)
RR
Colorado(8/20/2025)
RR
Connecticut(8/20/2025)
RR
District of Columbia(8/20/2025)
RR
Florida(8/20/2025)
RR
Georgia(8/20/2025)
RR
Hawaii(8/20/2025)
RR
Idaho(8/20/2025)
RR
Indiana(8/20/2025)
RR
Kentucky(8/20/2025)
RR
Maine(8/20/2025)
RR
Maryland(8/20/2025)
RR
Massachusetts(8/20/2025)
RR
Michigan(8/20/2025)
RR
New Hampshire(8/20/2025)
RR
New York(8/20/2025)
RR
North Carolina(9/12/2025)
RR
Ohio(8/20/2025)
IAR
Ohio(8/21/2025)
RR
Oklahoma(8/20/2025)
RR
Pennsylvania(8/20/2025)
RR
Rhode Island(8/20/2025)
RR
South Carolina(8/20/2025)
RR
Tennessee(8/20/2025)
RR
Texas(8/20/2025)
RR
Utah(8/20/2025)
RR
Virginia(8/20/2025)
RR
Washington(8/20/2025)
RR
West Virginia(8/20/2025)
Exams
State Security Law Exam
General Industry/Product Exam
RR
Series 6TO
Date: 1/2/2023
Investment Company Products/Variable Contracts Representative ExaminationGeneral Industry/Product Exam
General Industry/Product Exam
SRO Registrations
RR
FINRA
Current Firm
SE
SIGNATURE EQUITY PARTNERS, LLC
FIRST RESPONDERS FINANCIAL | VARSITY WEALTH MANAGEMENT | SIGNATURE FINANCIAL GROUP | SIGNATURE EQUITY PARTNERS, LLC | RIGHTSIDE FINANCIAL | PROFESSIONAL GUIDANCE FINANCIAL SERVICES AKA PG FINANCIAL | PHOENIX FINANCIAL GROUP | PATH FINANCIAL PARTNERS | MIDWEST RETIREMENT CONSULTANTS | MARK S WEAVER WEALTH ADVISORY | LEGACY CONSULTANTS GROUP | LC WEALTH MANAGEMENT | HARBOR WEALTH CONSULTANTS
CRD#: 327455 / SEC#: 801-128432
RIA
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Contact information
Main Address
445 Hutchinson Avenue Suite 800, Columbus, OH 43235
Mailing Address
Phone number
(614) 846-6000
Established
Firm type
Fiscal year end
# of Employees
38
SEC notice filing (16 States and Territories)
Regulatory assets under management
| Total Number of Accounts | 1,714 |
| AUM (Assets Under Management) | $ 330,621,622 |
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.
