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Stephanie Danielle Thompson-buttice

Stephanie Danielle Thompson-buttice

CFP®
RANGE FINANCIAL GROUP
TIGARD, OR
·CRD# 5240480·19 years experience

Professional Summary

Stephanie Danielle Thompson-buttice, CFP®, who also goes by Stephanie Danielle Buttice, Stephanie Buttice, Stephanie Danielle Thompson, Stephanie Thompson, Stephanie Thompson-buttice, is a registered financial advisor currently at RANGE FINANCIAL GROUP, LLC located in Tigard, Oregon. Stephanie is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2007. Stephanie has worked at 5 firms and has passed the Series 66, Series 63, SIE and Series 7 exams.

At a Glance

Always Fiduciary

Fiduciary Standard

Fee Structure

Account Minimum

Active Clients

Fiduciary Standard

Fee Structure

Account Minimum

Active Clients

Other Aliases

Stephanie Danielle Buttice, Stephanie Buttice, Stephanie Danielle Thompson, Stephanie Thompson, Stephanie Thompson-Buttice

Blog Corner

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Videos & Posts

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Contact Information

This advisor has not claimed their profile yet, so there is no contact information to display at this time.

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Disclosures are events reported to regulators, such as customer disputes, regulatory actions, employment separations, or financial events. Some are resolved, denied, or contested — a disclosure is not a verdict. We recommend asking an advisor directly about any disclosure on their record.

Disclosures on record.

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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Credentials

CFP®
Certified Financial PlannerSince 2018

Years of Experience

19 years in the financial services industry

Current & Past Employments

RANGE FINANCIAL GROUP, LLC·CRD# 290001
RIA
7307 Sw Beveland St #110, Tigard, OR 97223
March 11, 2020 - Present
HUMAN INVESTING·CRD# 133017
RIA
Lake Oswego, OR
August 25, 2016 - March 27, 2020
G. A. REPPLE & COMPANY·CRD# 17486
RIA
Lake Oswego, OR
September 30, 2010 - August 1, 2016
G. A. REPPLE & COMPANY·CRD# 17486
BD
Lake Oswego, OR
September 10, 2010 - August 1, 2016
NEXT FINANCIAL GROUP, INC.·CRD# 46214
BD
Lake Oswego, OR
May 6, 2008 - September 23, 2010
PRIVATE CONSULTING GROUP, INC.·CRD# 45053
BD
Portland, OR
October 19, 2007 - May 5, 2008

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Current Firm

RF
RANGE FINANCIAL GROUP, LLC

DAHM, ERIC | RANGE FINANCIAL GROUP, LLC | ERIC R. DAHM WEALTH MANAGEMENT | DAHM, ERIC ROBERT

CRD#: 290001 / SEC#: 801-119404
RIA
Registered Investment Advisory firm - SEC (9/8/2020 Approved)
Oregon
Registered Investment Advisory firm - Oregon (11/17/2020 Terminated)
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).

Contact Information

Main Address

7307 Sw Beveland St #110, Tigard, OR 97223

Phone Number

(503) 482-4400

# of Employees

9

SEC notice filing (6 States and Territories)

Registered to provide investment advisory services in 6 US states and territories.

Documents

Customer Relationship Summary (CRS / SEC)Latest Form ADV

Part 2 Brochures

FORM ADV PART 2A (6/11/2026)

Regulatory Assets Under Management

Total Number of Accounts

1,365

AUM (Assets Under Management)

$408,081,122

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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.

Living Water Financial Advisors, LLC -16865 Boones Ferry Rd, Ste 203, Lake Oswego, OR 97035, closing down financial advisory and insurance business (no investment or advisory work only administrative in closing down business and any fixed business in process) - 50% owner - 20 hours per month, 0 hours a month during business hours. SSHM Corp - 16865 Boones Ferry Rd, Ste 203, Lake Oswego, OR 97035, closing down business - a C Corp to manage Living Water Financial Advisors - pays payroll and dividends for management of Living Water Financial Advisors, 50% owner, 5 hours per month 0 during business hours. Sole prop; Stephanie Thompson-Buttice; not investment related, 11249 SW Gabriel St, Tigard OR 97224, start date 2010, 0-5 hours/month, 0-5 hours/month during trading hours; evaluate if there are life insurance needs, if it is needed and client asks us to assist, I work with a third party broker Lenz Financial to procure the best policy available and will facilitate the sale of that policy to the client.

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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".
RF
RANGE FINANCIAL GROUP, LLC

DAHM, ERIC | RANGE FINANCIAL GROUP, LLC | ERIC R. DAHM WEALTH MANAGEMENT | DAHM, ERIC ROBERT

CRD#: 290001 / SEC#: 801-119404
RIA
Registered Investment Advisory firm - SEC (9/8/2020 Approved)
Oregon
Registered Investment Advisory firm - Oregon (11/17/2020 Terminated)
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).

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.
IAR
California
(11/16/2020)
IAR
Oregon
(3/11/2020)
IAR
Washington
(11/16/2020)

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

Financial professionals may take different exams throughout their careers based on the types of services they provide and roles they perform.

Series 66 — Uniform Combined State Law Examination

Passed Sep 2010About the Series 66 exam

Series 63 — Uniform Securities Agent State Law Examination

Passed Jan 2008About the Series 63 exam

SIE — Securities Industry Essentials Examination

Passed Aug 2016About the SIE exam

Series 7 — General Securities Representative Examination

Passed Oct 2007About the Series 7 exam

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CRS (Client Relationship Summary) - RIA

Click below to view Stephanie Danielle Thompson-buttice's CRS (Customer Relationship Summary).

CRS (Customer Relationship Summary)

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Stephanie Danielle Thompson-buttice
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