Andrea M. Widner

BUTTONWOOD PARTNERS

Madison, WI 53717

Some features on this profile are disabled

CRD#: 5077754

Professional summary

Andrea Mary Widner, who also goes by Andrea Mary Watson, is a registered financial professional currently at BUTTONWOOD PARTNERS, INC. located in Madison, Wisconsin.

Andrea is registered as a RR (Registered Representative) and started their career in finance in 2006. Andrea has worked at 2 firms and has passed the Series 63, Series 99TO, SIE and Series 7 exams.

Question & Answer

Are you a "fiduciary"?

Aliases

Andrea Mary Watson

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.

The advisor shows no other business activity.

Blog Corner

CRS (Client Relationship Summary) - BD

Click below to view Andrea Mary Widner's CRS (Customer Relationship Summary).

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®

None

Experience

Current

July 19, 2007 - Present

BUTTONWOOD PARTNERS, INC.

Office #1: 701 Deming Way Suite 100, Madison, WI 53717

RIA

CRD#: 27108

Madison, WI

Past

August 7, 2006 - May 29, 2007

OPTIONSXPRESS, INC.

CRD#: 103849

CHICAGO, IL

State Registrations and Notice Filings

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

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

Wisconsin
(5/2/2014)

Exams

State Security Law Exam

Series 63

Date: 4/30/2014

Uniform Securities Agent State Law Examination

General Industry/Product Exam

Series 99TO

Date: 1/2/2023

Operations Professional Examination

General Industry/Product Exam

SIE

Date: 10/1/2018

Securities Industry Essentials Examination

General Industry/Product Exam

Series 7

Date: 8/4/2006

General Securities Representative Examination

SRO Registrations

FINRA

Current Firm

BUTTONWOOD PARTNERS, INC.

CRD#: 27108 / SEC#: 801-37383, 8-42883

RIA

Registered Investment Advisory firm - SEC (6/26/2012 Terminated)

Colorado

Registered Investment Advisory firm - SEC (6/14/2012 Approved)

Wisconsin

Registered Investment Advisory firm - SEC (3/28/2012 Approved)

Broker-Dealer Firm Regulated by FINRA (Chicago district office)

Why is a state registration marked "Terminated"? When a firm registers with the SEC (usually after managing $100M+ AUM), it often withdraws separate state firm registrations unless required by that state. The firm can still serve clients there through its individually registered Investment Advisor Representatives (IARs).

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

701 Deming Way Suite 100, Madison, WI 53717

Mailing Address

701 Deming Way Suite 100, Madison, WI 53717

Phone number

(608) 827-6400

Established

Wisconsin since 03/15/1990

Firm type

Corporation

Fiscal year end

September

Firm Size

Small

# of Employees

FINRA licenses (47 States and Territories)

Documents

Customer Relationship Summary (CRS / FINRA)

Latest Form ADV

Direct owners and executive officers

Name	Position	CRD#
KRUEGER, BRUCE EDWARD	DIRECTOR, TREASURER, VICE PRESIDENT	853517
MCLELLAN, JODIE ANNETTE	VICE PRESIDENT AND SECRETARY	2751334
RADEMACHER, GREGORY SCOTT	PRESIDENT AND FINOP	2949618
VELOFF, KATIE MARIE	DIRECT OWNER	7121396
STRANG, TAMI KAY	CHIEF COMPLIANCE OFFICER AND MUNICIPAL SECURITIES PRINCIPAL	1964152

Regulatory assets under management

Total Number of Accounts	32
AUM (Assets Under Management)	$ 15,392,109

Disclosures

Regulatory Event

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.

Similar Advisors

Pamela Mahar

WELLS FARGO ADVISORS FINANCIAL NETWORK, LLC

IAR

Fort Myers, FL

Hazan Akgun

J.P. MORGAN SECURITIES LLC

Clifton, NJ

Maximilian Soares

J.P. MORGAN SECURITIES LLC

San Francisco, CA

Why Advisor Check

We're Here To Help

Advisor Monitoring

Firm Stability Insights

Andrea M. Widner

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - BD

Click below to view Andrea Mary Widner's CRS (Customer Relationship Summary).

Certified licenses

Experience

BUTTONWOOD PARTNERS, INC.

OPTIONSXPRESS, INC.

State Registrations and Notice Filings

Exams

Series 63

Date: 4/30/2014

Series 99TO

Date: 1/2/2023

SIE

Date: 10/1/2018

Series 7

Date: 8/4/2006

FINRA

Current Firm

BUTTONWOOD PARTNERS, INC.

Contact information

FINRA licenses (47 States and Territories)

Documents

Direct owners and executive officers

Regulatory assets under management

Disclosures

Red Flags

Company Information

BUTTONWOOD PARTNERS, INC.

TRUST BUT VERIFY

Similar Advisors