Jonathon S. Butler

OPULENCE PLANNING

East Helena, MT

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CRD#: 6391234

Professional summary

Jonathon S Butler, CFP® is a registered financial advisor currently at OPULENCE PLANNING located in East Helena, Montana.

Jonathon is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2015. Jonathon has worked at 3 firms and has passed the Series 63, Series 7, SIE and Series 6 exams.

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.

The advisor shows no other business activity.

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Jonathon S Butler'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®

CFP^®

Certified Financial Planner

Start date: 2018

Experience

Current

May 17, 2023 - Present

OPULENCE PLANNING

RIA

CRD#: 318104

East Helena, MT

Past

March 11, 2022 - December 31, 2022

OPULENCE PLANNING

RIA

CRD#: 318104

EAST HELENA, MT

Past

March 7, 2019 - February 8, 2022

MML INVESTORS SERVICES, LLC

RIA

CRD#: 10409

East Helena, MT

Past

February 14, 2019 - February 2, 2022

MML INVESTORS SERVICES, LLC

CRD#: 10409

East Helena, MT

Past

March 9, 2015 - February 15, 2019

NORTHWESTERN MUTUAL INVESTMENT SERVICES, LLC

CRD#: 2881

HELENA, MT

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

Montana
(5/17/2023)

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

Series 63

Date: 5/19/2015

Uniform Securities Agent State Law Examination

General Industry/Product Exam

Series 7

Date: 12/4/2018

General Securities Representative Examination

General Industry/Product Exam

SIE

Date: 10/1/2018

Securities Industry Essentials Examination

General Industry/Product Exam

Series 6

Date: 3/9/2015

Investment Company Products/Variable Contracts Representative Examination

Current Firm

OPULENCE PLANNING

OPULENCE PLANNING | OPULENCE PLANNING, LLC

CRD#: 318104 / SEC#:

Montana

Registered Investment Advisory firm - (1/1/2023 Approved)

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Contact information

Main Address

East Helena, MT

Mailing Address

Phone number

(406) 459-7354

Established

Firm type

Fiscal year end

# of Employees

Documents

Latest Form ADV

Regulatory assets under management

Total Number of Accounts	65
AUM (Assets Under Management)	$ 10,702,177

Red Flags

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Check for any disclosures as part of your thorough research when choosing an advisor.

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Jonathon S. Butler

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Jonathon S Butler's CRS (Customer Relationship Summary).

Certified licenses

Experience

OPULENCE PLANNING

OPULENCE PLANNING

MML INVESTORS SERVICES, LLC

MML INVESTORS SERVICES, LLC

NORTHWESTERN MUTUAL INVESTMENT SERVICES, LLC

State Registrations and Notice Filings

Exams

Series 63

Date: 5/19/2015

Series 7

Date: 12/4/2018

SIE

Date: 10/1/2018

Series 6

Date: 3/9/2015

Current Firm

OPULENCE PLANNING

Contact information

Documents

Regulatory assets under management

Red Flags

Company Information

OPULENCE PLANNING

TRUST BUT VERIFY

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