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Featured Business Financial Advisor in Scottsdale, AZ
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Buttonwood Financial Partners
17550 N Perimeter Drive
Scottsdale, AZ 85255
“Suite 140”
Advisor Profile
Roger Adler
Name:  Roger Adler

About Buttonwood Financial Partners

Buttonwood sets itself apart from other firms by its structure as a 100% independent wealth management company. We offer conflict free, independent guidance. Simply stated, our interests are completely aligned with our clients.

With over 50 years of collective experience, we have designed a financial planning approach that takes into consideration all aspects of your financial affairs, resulting in a more thorough and comprehensive investment strategy. As you continue to learn more about us, we are confident that you will discover how our detailed approach encompasses the unique needs of successful individuals and families.

Thank you for considering us as your financial partner. We look forward to earning your trust and confidence, and strive to exceed all of your expectations.

Securities and Advisory services offered through LPL Fianacial, a Registered Investment Advisor. Member FINRA/SIPC.
 

General Information

Gender:    Male
CRD#:    3060768
Insurance License#:    64243
Name of Broker/Dealer:    LPL Financial
States Licensed in:    AZ,CA,CO,DC,FL,IL,KS,MO,NY,OH,TX
Years of Experience in Financial Services:    14
Number of Years with Current Firm:    3
I work with the following types of clients:    Individual Investors, Businesses
 

Education

Academic Background
 
Masters of Business Administration
 

Services

Investment Types:    Insurance, Stocks, Mutual Funds, Bonds, Alternative Investments, Exchange Traded Funds (ETFs), Annuities
 

Qualifications & Memberships

Certifications, Accreditations & Designations:    MBA
Securities Licenses:    Series 7, Series 65, Series 24, Series 63
Insurance and Annuity Licenses:    Annuity, Long Term Care, Variable Annuity, Life
 

Compliance

Registered Representative:    Yes
Compliance Disclosures in Last 5 years:    I have a clean record
Criminal Disclosures in Last 5 years:    I have a clean record
 

Compensation & Fees

Fee Structure:    I am a fee-based financial professional
Minimum Portfolio Size for New Managed Accounts:    $250000
Compensation Methods:    Based on Assets
Fee % Based on Assets:    1
 
 
 
Prepared By: Roger Adler

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