CB
Camille L. Butterfield
AE WEALTH MANAGEMENT
Roseville, CA
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CRD#: 7283954
CB
Professional summary
Camille L Butterfield, who also goes by Camille L Mitchell, Camille Mitchell, is a registered financial advisor currently at AE WEALTH MANAGEMENT, LLC located in Roseville, California.
Camille is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2020. Camille has worked at 1 firm and has passed the Series 65 exam.
Question & Answer
Are you a "fiduciary"?
Yes
Aliases
Camille L Mitchell | Camille Mitchell
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. MONOLITH FINANCIAL GROUP; YES INVESTMENT RELATED; 3000 LAVA RIDGE CT, STE 120, ROSEVILLE, CA 95661; INSURANCE SALES; FINANCIAL PROFESSIONAL; START DATE 09/2013; APPROX 160 HRS/MONTH; APPROX 160 HRS/MONTH DURING TRADING; INSURANCE SALES AND SERVICES. 2. AFEA; YES INVESTMENT RELATED; 349 COPPERFIELD BLVD NE, STE-L, CONCARD, NC 28025; NON-PROFIT; CHAPTER PRESIDENT; START DATE: 08/2024; APPROX 3 HRS/MONTH; APPROX 0 HRS/MONTH DURING TRADING; PROVIDES EDUCATION WORKSHOPS AND CLASSES. 3. MONOLITH WEALTH ADVISORS, INC; YES INVESTMENT RELATED; 3000 LAVA RIDGE CT, STE 120, ROSEVILLE, CA 95661; WEALTH MANAGEMENT; OWNER; START DATE: 05/2025; APPROX 5 HRS/MONTH; APPROX 5 HRS/MONTH DURING TRADING; MAINTAINING FILINGS, COLLECTING FEES AND PAYING BILLS. 4. Estate planning document services, Address: 51 W 3rd St #110, Tempe AZ 85281, Investment Related: No, Position: Facilitator, Duties: Introduce, coordinate, and provide access to platform for clients to prepare estate planning documents, Start Date: 08/2025, Approx hours per month: 2, Hours during trading: 2.
CRS (Client Relationship Summary) - RIA
Click below to view Camille L Butterfield'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
September 1, 2020 - Present
AE WEALTH MANAGEMENT, LLC
Office #2: 3000 Lava Ridge Ct Ste 120, Roseville, CA 95661RIA
CRD#: 282580
Roseville, CA
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
California(9/1/2020)
IAR
Texas(10/17/2022)
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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Check for any disclosures as part of your thorough research when choosing an advisor.
