Unclaimed Profile

Kimberly Elizabeth Butler

APCM WEALTH MANAGEMENT FOR INDIVIDUALS, LLC·ANCHORAGE, Alaska

Series 7, Series 9, Series 10, Series 63CFPClean record11 years registeredAPCM WEALTH MANAGEMENT FOR INDIVIDUALS, LLC

900 WEST 5TH AVENUE, ANCHORAGE, AK 99501CRD# 5976924Firm CRD# 172151

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed

Identity

Kimberly Elizabeth Butler · ANCHORAGE, AK

Registration

CRD #5976924 · APCM WEALTH MANAGEMENT FOR INDIVIDUALS, LLC · 11 years registered

Brand Profile

Not yet started

Career History

No current investment adviser registration

Last registered firm: APCM WEALTH MANAGEMENT FOR INDIVIDUALS, LLC

ALASKA PERMANENT CAPITAL MANAGEMENT CO

Feb 2021 – Nov 2021

ANCHORAGE, AK

APCM WEALTH MANAGEMENT FOR INDIVIDUALS, LLC

May 2015 – Feb 2021

ANCHORAGE, AK

Registrations & Exams

FINRA examinations passed

Series 7

Series 9

Series 10

Series 63

Registration record

First registered · May 6, 2015

Years registered · 11

Professional designation · CFP

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD. Verify on FINRA BrokerCheck →

Firm Overview

Firm

APCM WEALTH MANAGEMENT FOR INDIVIDUALS, LLC

CRD 172151 · SEC 801-80133

AUM

$875M

Regulatory assets under management

Employees

2,004 client accounts

Services offered by APCM WEALTH MANAGEMENT FOR INDIVIDUALS, LLC

Per Form ADV

Financial planning

Portfolio management (individuals)

Security ratings or pricing services

Other

Client types served by the firm

Per Form ADV

Individuals

High Net Worth Individuals

View all advisors at APCM WEALTH MANAGEMENT FOR INDIVIDUALS, LLC →

Introduction

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Frequently Asked Questions

What services does Kimberly Elizabeth Butler offer?

Kimberly Elizabeth Butler specializes in Financial Planning, Investment Management.

What are Kimberly Elizabeth Butler's credentials?

Kimberly Elizabeth Butler holds the following professional designations: CFP. These credentials require rigorous education, examination, and ongoing continuing education.

Where is Kimberly Elizabeth Butler located?

Kimberly Elizabeth Butler is based in ANCHORAGE, Alaska, last registered with APCM WEALTH MANAGEMENT FOR INDIVIDUALS, LLC.

How does Kimberly Elizabeth Butler charge for services?

Kimberly Elizabeth Butler's firm is compensated through percentage of aum, hourly charges, subscription fees. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.

How large is APCM WEALTH MANAGEMENT FOR INDIVIDUALS, LLC?

APCM WEALTH MANAGEMENT FOR INDIVIDUALS, LLC has approximately 14 employees and manages $875M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.

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