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Kenneth Charles Butler

NBS Financial Services, Inc.

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About Kenneth Charles Butler

Kenneth Charles Butler is a financial advisor with over 30 years of experience in the financial services industry. Kenneth has worked for several firms in the past, including Financial West Group, LINSCO/Private Ledger Corp., Titan/Value Equities Group, Inc., Financial Network Investment Corporation and American Pacific Securities Corporation. Kenneth is currently registered with NBS Financial Services, Inc. and Butler Financial Services, Ltd. in California. Kenneth is a Certified Financial Planner and holds the Series 6, 7, 24, 26 and 63 licenses.

Firm Information

Kenneth Butler is currently registered with NBS Financial Services, Inc.. NBS Financial Services, Inc. is an investment advisor registered with the SEC and located in WESTLAKE VILLAGE, CA. The firm manages $248,283,334 in regulatory assets under management, primarily for high-net-worth individuals, pension and profit-sharing plans, individuals other than high-net-worth, charitable organizations, and corporations or other businesses. The firm offers financial planning, selection of other advisors, portfolio management for businesses, and portfolio management for individuals.
NBS Financial Services, Inc.

340 N WESTLAKE BLVD

WESTLAKE VILLAGE, CA 91362

$248.28M

Assets Under Management

Not reported

Total Clients

5

Total Financial Advisors

Services Offered

Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.

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financial planning services

Comprehensive financial plans to help you achieve your personal and business goals.

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selection of other advisors

Helps you choose top advisors aligned with your financial goals.

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portfolio management for businesses

Custom portfolio management strategies for businesses to achieve long-term growth.

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portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

Fee Structure

Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.

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fixed fees

Set rates for specific services, regardless of time or assets managed.

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percentage of assets

A percentage of the total value of assets under management is charged.

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Kenneth Butler’s Registration & Firm History

CA

04/23/2004 - Present

NBS Financial Services, Inc. (WESTLAKE VILLAGE CA)

CA

09/24/1999 - 05/30/2012

FINANCIAL WEST GROUP (WESTLAKE VILLAGE CA)

SC

09/26/1995 - 12/13/1996

LINSCO/PRIVATE LEDGER CORP. (FORT MILL SC)

CA

10/16/1990 - 10/15/1993

TITAN/VALUE EQUITIES GROUP, INC. (IRVINE CA)

CA

04/10/1989 - 10/17/1990

FINANCIAL NETWORK INVESTMENT CORPORATION (EL SEGUNDO CA)

NA

10/03/1985 - 04/10/1989

AMERICAN PACIFIC SECURITIES CORPORATION

NA

06/20/1984 - 10/21/1985

WESTLAKE SECURITIES, INC.

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Licenses & Designations

BC

Issued 10/05/1999

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 10/13/1999

Series 26 - Investment Company Products/Variable Contracts Principal Examination

BC

Issued 08/30/1989

Series 24 - General Securities Principal Examination

BC

Issued 09/23/1999

Series 6 - Investment Company Products/Variable Contracts Representative Examination

BC

Issued 06/16/1984

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are no public disclosures for Kenneth Charles Butler.
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