Bailee Lou Butler
Investment adviser representative at Wilkerson Advisory Group LLC
10 yearsExperience
1 stateRegistered in
$326.9MFirm assets
1 yearFirm 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
- Pension consulting
Experience
10 years in the industry.
- Wilkerson Advisory Group LLCJan 2026 to now
- Veterans UnitedMay 2025 to Jan 2026
- Chick-fil-aJun 2021 to May 2025
- Full Time StudentJan 2016 to Jun 2021
Exams passed
- Series 65 · Uniform Investment Adviser Law2026
State registrations
Registered as an investment adviser representative in 1 state (MO).
Wilkerson Advisory Group LLC
$326.9MAssets managed
582Clients
5Advisers
1 yearIn 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
- 8292532
- Firm CRD
- 334668