Aimee Kirsten Butler
Investment adviser representative at Focus Partners Wealth, LLC
18 yearsExperience
1 stateRegistered in
CFP® certificationDesignation
$181.9BFirm 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 feePerformance-basedOther
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
- Pension consulting
- Seminars and workshops
Experience
18 years in the industry.
- Focus Partners Wealth, LLCFeb 2025 to now
- Merriman Wealth Management, LLCFeb 2018 to Feb 2025
- S.A.I.L. Program, University of OregonJul 2017 to Jul 2019
- Oregon Mba Mentor NetworkJun 2017 to Jun 2019
- Fpa Mid Oregon ChapterMay 2017 to Sep 2018
- Fpa Mid OregonMar 2014 to Mar 2017
- Various Insurance Carriers for W&r Insurance Agencies, Inc.Dec 2008 to Feb 2018
- Waddell & Reed, Inc.Dec 2008 to Feb 2018
Designations
- CFP® certification
Exams passed
- Series 66 · Uniform Combined State Law2009
State registrations
Registered as an investment adviser representative in 1 state (OR).
Focus Partners Wealth, LLC
$181.9BAssets managed
62,466Clients
1,049Advisers
14 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
- 4669339
- Firm CRD
- 159289