Chad K. Butler
Professional summary
Chad Keith Butler, who also goes by Chad Butler, is a registered financial advisor currently at HARVEST LANE INVESTMENT PARTNERS located in Sandy, Utah.
Chad is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2012. Chad has worked at 10 firms and has passed the Series 66, Series 63, SIE and Series 7 exams.
Question & Answer
Aliases
Other business activities
CRS (Client Relationship Summary) - RIA
Click below to view Chad Keith Butler's CRS (Customer Relationship Summary).
Certified licenses
Experience
February 23, 2026 - Present
HARVEST LANE INVESTMENT PARTNERS
November 20, 2024 - January 5, 2026
GLOBAL RETIREMENT PARTNERS LLC
June 26, 2023 - November 22, 2024
TRANSAMERICA CAPITAL, LLC
April 27, 2020 - July 5, 2023
VOYA INVESTMENT MANAGEMENT CO. LLC
April 27, 2020 - July 5, 2023
VOYA INVESTMENTS DISTRIBUTOR, LLC
November 8, 2018 - April 24, 2020
JOHN HANCOCK INVESTMENT MANAGEMENT LLC
September 11, 2017 - November 8, 2018
MANULIFE INVESTMENT MANAGEMENT (US) LLC
September 29, 2016 - April 24, 2020
JOHN HANCOCK INVESTMENT MANAGEMENT DISTRIBUTORS LLC
June 17, 2014 - April 8, 2016
FIDELITY DISTRIBUTORS COMPANY LLC
May 7, 2012 - May 8, 2014
FIDELITY BROKERAGE 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
(2/23/2026)
Exams
Current Firm
HARVEST LANE INVESTMENT PARTNERS
CRD#: 340042 / SEC#:
Contact information
Red Flags
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