Bart Allen Butler
Investment adviser representative at Signature Equity Partners, LLC
25 yearsExperience
1 stateRegistered in
CFP® certificationDesignation
$688.1MFirm assets
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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
Experience
25 years in the industry.
- Signature Equity Partners, LLCAug 2025 to now
- Osaic Wealth, Inc.Aug 2025 to now
- AgiaDec 2022 to Aug 2025
- Valic Financial Advisors, Inc.Oct 2001 to Aug 2025
Designations
- CFP® certification
Exams passed
- Series 66 · Uniform Combined State Law2000
State registrations
Registered as an investment adviser representative in 1 state (OH).
Signature Equity Partners, LLC
$688.1MAssets managed
1,716Clients
34Advisers
3 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
- 3238868
- Firm CRD
- 327455