Keely S. Butrum

LION QUEST LLC

Greenfield, IN

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CRD#: 5144326

Professional summary

Keely Su Butrum, who also goes by Keely Su Mcdonald, is a registered financial advisor currently at LION QUEST LLC located in Greenfield, Indiana.

Keely is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2007. Keely has worked at 4 firms and has passed the Series 66, Series 63, SIE, Series 7, Series 10 and Series 9 exams.

Question & Answer

Are you a "fiduciary"?

Yes

Aliases

Keely Su Mcdonald

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.

Name of Business : Elegance Outdoor, Llc Address: Greenfield, IN Nature of the Business: Landscaping Position/Title: Proprietor/Co-Owner Investment Related: No Start Date: 03/01/2014 Hours per month devoted to this business: 0 Hours per month devoted to this business during trading hours: 0 Description of duties: 50% owner Name of Business: MCB Property LLC Not investment-related business Greenfield, IN 46140 Short term furnished rental 25% owner/partner Effective 1/2020 4 Hours per Month outside of trading hours Duties include communication with booking guests

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Keely Su Butrum'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®

None

Experience

Current

February 3, 2020 - Present

LION QUEST LLC

RIA

CRD#: 305163

Greenfield, IN

Past

September 22, 2011 - February 4, 2020

RAYMOND JAMES & ASSOCIATES, INC.

RIA

CRD#: 705

INDIANAPOLIS, IN

Past

September 22, 2011 - February 4, 2020

RAYMOND JAMES & ASSOCIATES, INC.

CRD#: 705

INDIANAPOLIS, IN

Past

April 15, 2010 - September 22, 2011

CITY SECURITIES CORPORATION

RIA

CRD#: 1459

INDIANAPOLIS, IN

Past

December 11, 2009 - September 22, 2011

CITY SECURITIES CORPORATION

CRD#: 1459

INDIANAPOLIS, IN

Past

January 1, 2007 - November 11, 2009

CHARLES SCHWAB & CO., INC.

CRD#: 5393

FISHERS (INDIANAPOLIS), IN

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.

Highlighted states indicate IAR registrations

IAR

Indiana
(2/3/2020)

Don't see your state listed? The advisor may still be able to work with you under the federal De Minimis Rule, which allows up to five investment advisory clients in a state without registration. Some states, like TX, LA, NE, and NH, may still require registration or notice filing. Contact the advisor or their firm to confirm their investment advisory availability in your state.

Exams

State Security Law Exam

IAR

Series 66

Date: 2/12/2010

Uniform Combined State Law Examination

State Security Law Exam

Series 63

Date: 1/9/2007

Uniform Securities Agent State Law Examination

General Industry/Product Exam

SIE

Date: 10/1/2018

Securities Industry Essentials Examination

General Industry/Product Exam

Series 7

Date: 12/27/2006

General Securities Representative Examination

Principal/Supervisory Exam

Series 10

Date: 8/11/2008

General Securities Sales Supervisor - General Module Examination

Principal/Supervisory Exam

Series 9

Date: 6/18/2008

General Securities Sales Supervisor - Options Module Examination

Current Firm

LION QUEST LLC

ELEGANCE OUTDOOR LLC | REVEL FOR A CAUSE LLC | MCB PROPERTY LLC | LION QUEST LLC

CRD#: 305163 / SEC#:

Indiana

Registered Investment Advisory firm - (2/3/2020 Approved)

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Contact information

Main Address

Greenfield, IN

Mailing Address

Phone number

(317) 987-4103

Established

Firm type

Fiscal year end

# of Employees

Documents

Latest Form ADV

Regulatory assets under management

Total Number of Accounts	57
AUM (Assets Under Management)	$ 4,975,538

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.

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Keely S. Butrum

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Keely Su Butrum's CRS (Customer Relationship Summary).

Certified licenses

Experience

RAYMOND JAMES & ASSOCIATES, INC.

RAYMOND JAMES & ASSOCIATES, INC.

CITY SECURITIES CORPORATION

CITY SECURITIES CORPORATION

CHARLES SCHWAB & CO., INC.

State Registrations and Notice Filings

Exams

Series 66

Date: 2/12/2010

Series 63

Date: 1/9/2007

SIE

Date: 10/1/2018

Series 7

Date: 12/27/2006

Series 10

Date: 8/11/2008

Series 9

Date: 6/18/2008

Current Firm

LION QUEST LLC

Contact information

Documents

Regulatory assets under management

Red Flags

Company Information

LION QUEST LLC

TRUST BUT VERIFY

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