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Todd Curtis Butler

Mariner Independent

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About Todd Curtis Butler

Todd Curtis Butler is a financial advisor at Mariner Independent, a firm with offices in Overland Park, Kansas and Manhattan Beach, California. Todd has been in the industry since 1998 and holds Series 6, 7, 63, and 65 licenses. He is also a Certified Financial Planner. Prior to joining Mariner Independent, Todd worked at Charles Schwab & Co., Inc., T. Rowe Price Investment Services, Inc., and Signator Investors, Inc.. Todd is currently registered with the state of California and Texas as an Investment Advisor Representative. He is also registered as an Investment Advisor Representative with the state of California and Texas, through Mariner Independent.

Firm Information

Todd Butler is currently registered with Mariner Independent. Mariner Independent is a financial advisor based in Overland Park, KS. With over 80 investment advisor representatives, the firm manages $4.35 billion in assets for individuals, corporations, and institutions. They provide financial planning, portfolio management, and pension consulting services.
Mariner Independent

5700 WEST 112TH STREET

OVERLAND PARK, KS 66211

$4.35B

Assets Under Management

41

Total Clients

79

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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pension consulting services

Guidance on pension options to ensure a secure financial future.

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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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Todd Butler’s Registration & Firm History

CA

09/01/2021 - Present

Mariner Independent (MANHATTAN BEACH CA)

CA

12/17/2004 - 12/13/2006

SIGNATOR INVESTORS, INC. (LOS ANGELES CA)

TX

02/01/2001 - 09/10/2004

CHARLES SCHWAB & CO., INC. (WESTLAKE TX)

MD

10/07/1998 - 01/16/2001

T. ROWE PRICE INVESTMENT SERVICES, INC. (BALTIMORE MD)

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Licenses & Designations

IA

Issued 10/18/1999

Series 65 - Uniform Investment Adviser Law Examination

BC

Issued 12/03/1998

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 08/16/1999

Series 7 - General Securities Representative Examination

BC

Issued 10/02/1998

Series 6 - Investment Company Products/Variable Contracts Representative Examination

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are no public disclosures for Todd Curtis Butler.
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