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Rachael Michelle Graf

Investment adviser representative at Buttonwood Financial Group, LLC
14 yearsExperience
1 stateRegistered in
CFP® certificationDesignation
$659.5MFirm 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

14 years in the industry.

  1. Buttonwood Financial Group, LLCJun 2024 to now
  2. Buttonwood Finanical Group, LLCJun 2024 to now
  3. N/aMar 2023 to May 2024
  4. Cetera Advisors LLCJan 2015 to Dec 2018
  5. Prosperity Planning, Inc.May 2012 to Feb 2023

Designations

  • CFP® certification

Exams passed

  • Series 66 · Uniform Combined State Law2015

State registrations

Registered as an investment adviser representative in 1 state (MO).

Buttonwood Financial Group, LLC

$659.5MAssets managed
429Clients
7Advisers
17 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
6066712
Firm CRD
151164
Advisor's SEC record (opens in a new tab)
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