BB
Blake O. Buttrum
AE WEALTH MANAGEMENT
Hot Springs National Park, AR 71901
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CRD#: 6190953
BB
Professional summary
Blake Oliver Buttrum is a registered financial advisor currently at AE WEALTH MANAGEMENT, LLC located in Hot Springs National Park, Arkansas.
Blake is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2013. Blake has worked at 2 firms and has passed the Series 65 exam.
Question & Answer
Are you a "fiduciary"?
Yes
Aliases
None
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.
1.ARKANSAS RETIREMENT & WEATLH; YES INVESTMENT RELATED; 307H CARPENTER DAM ROAD, HOT SPRINGS NATIONAL PARK, AK 71901; INSURANCE SALES; PARTNER; START DATE 11/2022; APPROX 45 HRS/MONTH; APPROX 35 HRS/MONTH DURING TRADING; INSURANCE SALES AND SERVICES. 2. EAB CONSULTING, LLC; NOT INVESTMENT RELATED; 105 CRESTVIEW COURT, HOT SPRINGS NATIONAL PARK, AK 71913; SINGLE MEMBER LLC; MANAGING MEMBER; START DATE 09/2018; APPROX 00 HRS/MONTH; APPROX 00 HRS/MONTH DURING TRADING; LLC THAT OWNS SHARES. 3. Estate planning document services, 307H Carpenter Dam Road, Hot Springs AR 71901, Investment Related: No, Position: Facilitator, Duties: Introduce, coordinate, and provide access to platform for clients to prepare estate planning documents, Start Date: 10/2025, Approx hours per month: 5, Hours during trading: 5.
CRS (Client Relationship Summary) - RIA
Click below to view Blake Oliver Buttrum'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®
NoneExperience
Current
May 31, 2023 - Present
AE WEALTH MANAGEMENT, LLC
Office #1: 307 Carpenter Dam Rd Ste H, Hot Springs National Park, AR 71901Office #2: Three Financial Center 900 S Shackleford Rd 3rd Floor, Little Rock, AR, 72211RIA
CRD#: 282580
Hot Springs National Park, AR
Past
May 7, 2013 - January 4, 2024
FORESIGHT INVESTMENT ADVISORS, LLC
RIA
CRD#: 155800
HOT SPRINGS, AR
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".
AW
AE WEALTH MANAGEMENT, LLC
AE WEALTH MANAGEMENT, LLC
CRD#: 282580 / SEC#: 801-107319
RIA
Registered Investment Advisory firm - (2/17/2016 Approved)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
Arkansas(6/15/2023)
IAR
Texas(5/31/2023)
Current Firm
AW
AE WEALTH MANAGEMENT, LLC
AE WEALTH MANAGEMENT, LLC
CRD#: 282580 / SEC#: 801-107319
RIA
Registered Investment Advisory firm - (2/17/2016 Approved)Upgrade to AdvisorCheck Premium
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Contact information
Main Address
2950 Sw Mcclure Road Suite B, Topeka, KS 66614
Mailing Address
Phone number
(866) 363-9595
Established
Firm type
Fiscal year end
# of Employees
602
SEC notice filing (52 States and Territories)
Regulatory assets under management
| Total Number of Accounts | 111,059 |
| AUM (Assets Under Management) | $ 37,525,706,084 |
Red Flags
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