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SG

Shannon L. Goebel

BUTTONWOOD PARTNERS
Madison, WI 53717
Some features on this profile are disabled
CRD#: 5842972
SG

Professional summary

Shannon Leigh Goebel, who also goes by Shannon L Goebel, Shannon Leigh Rear, is a registered financial professional currently at BUTTONWOOD PARTNERS, INC. located in Madison, Wisconsin.

Shannon is registered as a RR (Registered Representative) and started their career in finance in 2026. Shannon has worked at 1 firm and has passed the Series 99TO and SIE exams.

Question & Answer

Are you a "fiduciary"?
No

Aliases

Shannon L Goebel | Shannon Leigh Rear

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 Shannon Leigh Goebel'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

March 5, 2026 - Present

BUTTONWOOD PARTNERS, INC.

Office #1: 701 Deming Way Suite 100, Madison, WI 53717
RIA
BD
CRD#: 27108
Madison, WI

State Registrations and Notice Filings

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

Visual representation of state registrations

This advisor is not registered in any state.

Exams

General Industry/Product Exam
RR
Series 99TO
Date: 3/5/2026
Operations Professional Examination
General Industry/Product Exam
RR
SIE
Date: 9/30/2025
Securities Industry Essentials Examination
SRO Registrations
RR
FINRA

Current Firm

BP
BUTTONWOOD PARTNERS, INC.
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)
BD
Broker-Dealer Firm Regulated by FINRA (Chicago district office)
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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
3

FINRA licenses (47 States and Territories)

Blank US states mapAlaskaHawaiiAlabamaArkansasArizonaCaliforniaColoradoConnecticutDelawareFloridaGeorgiaIowaIdahoIllinoisIndianaKansasKentuckyLouisianaMassachusettsMarylandMaineMichiganMinnesotaMissouriMississippiMontanaNorth CarolinaNorth DakotaNebraskaNew HampshireNew JerseyNew MexicoNevadaNew YorkOhioOklahomaOregonPennsylvaniaRhode IslandSouth CarolinaSouth DakotaTennesseeTexasUtahVirginiaVermontWisconsinWest VirginiaWyoming

Documents

Customer Relationship Summary (CRS / FINRA)Latest Form ADV

Direct owners and executive officers

NamePositionCRD#
KRUEGER, BRUCE EDWARDDIRECTOR, TREASURER, VICE PRESIDENT853517
MCLELLAN, JODIE ANNETTEVICE PRESIDENT AND SECRETARY2751334
RADEMACHER, GREGORY SCOTTPRESIDENT AND FINOP2949618
VELOFF, KATIE MARIEDIRECT OWNER7121396
STRANG, TAMI KAYCHIEF COMPLIANCE OFFICER AND MUNICIPAL SECURITIES PRINCIPAL1964152

Regulatory assets under management

Total Number of Accounts28
AUM (Assets Under Management)$ 16,356,725

Disclosures

Regulatory Event3

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.

Company Information

BUTTONWOOD PARTNERS, INC.

CRD#: 27108Madison, WI 53717

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