Unclaimed Profile

Kacey Lee Butcher

ADAPTATION FINANCIAL ADVISORS INC.·OKLAHOMA CITY, Oklahoma

Clean recordADAPTATION FINANCIAL ADVISORS INC.

700 CEDAR LAKE BLVD, OKLAHOMA CITY, OK 73114CRD# 5073843Firm CRD# 309192

Profile Verification

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

Identity

Kacey Lee Butcher · OKLAHOMA CITY, OK

Registration

CRD #5073843 · ADAPTATION FINANCIAL ADVISORS INC.

Brand Profile

Not yet started

Disclosure history

Clean record · no disclosure events on file

About

Kacey Lee Butcher is a registered financial advisor based in OKLAHOMA CITY, Oklahoma, affiliated with ADAPTATION FINANCIAL ADVISORS INC.. This profile is generated from public SEC and FINRA registration data.

Focus Areas

Specialties

Financial Planning

Investment Management

Client Types

Individuals

High Net Worth Individuals

Nonprofits & Foundations

Introduction

Speak with Kacey

No cost, no commitment — we'll confirm availability and reply within 2 business days.

Not sure if Kacey is the right fit? Take our 2-minute quiz →

Firm Overview

Firm

ADAPTATION FINANCIAL ADVISORS INC.

AUM

$177M

Regulatory assets under management

Employees

Total firm employees

View all advisors at ADAPTATION FINANCIAL ADVISORS INC. →

Services

Financial planning

Portfolio management (individuals)

Publication of periodicals/newsletters

Security ratings or pricing services

Charitable organization or education services

Background

Compensation

Percentage of AUM

Hourly charges

Subscription fees

Regulatory

SEC/IARD CRD# 5073843

Firm CRD# 309192

View on FINRA BrokerCheck →

Looking for a financial advisor in OKLAHOMA CITY?

Browse all registered financial advisors in OKLAHOMA CITY, Oklahoma or claim this profile if it's yours.

Browse OKLAHOMA CITY Advisors Are you this advisor? Claim profile

Frequently Asked Questions

What services does Kacey Lee Butcher offer?

Kacey Lee Butcher specializes in Financial Planning, Investment Management. Contact their office in OKLAHOMA CITY, Oklahoma for a consultation.

What are Kacey Lee Butcher's credentials?

Kacey Lee Butcher is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.

Where is Kacey Lee Butcher located?

Kacey Lee Butcher is based in OKLAHOMA CITY, Oklahoma, working with ADAPTATION FINANCIAL ADVISORS INC.. Their office serves clients in the OKLAHOMA CITY metropolitan area and surrounding communities.

How does Kacey Lee Butcher charge for services?

Kacey Lee Butcher'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 ADAPTATION FINANCIAL ADVISORS INC.?

ADAPTATION FINANCIAL ADVISORS INC. has approximately 5 employees and manages $177M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.

Not sure what to look for in an advisor?

Try our free Advisor Match Quiz →