Kenneth Cassius Butterfield
Investment adviser representative at LPL Financial LLC
16 yearsExperience
3 statesRegistered in
$819.1BFirm assets
51 yearsFirm in business
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How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assetsHourlyFixed or flat fee
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
- Seminars and workshops
Experience
16 years in the industry.
- LPL Financial LLCAug 2024 to now
- Cetera Investment Advisers LLCJun 2023 to now
- Cetera Advisor Networks LLCSep 2019 to now
- Ken Butterfield Investments LLC dba Kcb Financial Planning;Aug 2013 to now
- Summit Financial GroupFeb 2010 to May 2021
- Summit Brokerage ServicesFeb 2010 to Sep 2019
Exams passed
- Series 63 · Uniform Securities Agent State Law1992
- Series 65 · Uniform Investment Adviser Law2007
State registrations
Registered as an investment adviser representative in 3 states (FL, MI, TX).
LPL Financial LLC
$819.1BAssets managed
1,986,990Clients
22,674Advisers
51 yearsIn business
Official records
SEC data as of Sep 29, 2026. Registrations and firm details can change; confirm current status on the SEC's Investment Adviser Public Disclosure (opens in a new tab) site.
- Individual CRD
- 2251460
- Firm CRD
- 6413