Aimee Butler (CRD# 4669339) is an Investment Advisor Representative working at Merriman in Eugene, OR and has over 14 years of experience in the finance industry. Aimee Butler has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.
CRD# 6422505
Charles Schwab & Company, Inc.
CRD# 4299722
Sapient Private Wealth Management, LLC
CRD# 5251001
Commonwealth Financial Network
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Merriman Wealth Management, LLC | Eugene, OR | Feb 2018 - Current | 6 |
| S.a.i.l. Program, University Of Oregon | Eugene, OR | Jul 2017 - Current | 6 |
| Oregon Mba Mentor Network | Eugene, OR | Jun 2017 - Jun 2019 | 2 |
| Fpa Mid Oregon Chapter | Eugene, OR | Sep 2017 - Sep 2018 | 1 |
| Waddell & Reed, Inc. | Eugene, OR | Dec 2008 - Feb 2018 | 9 |
| Various Insurance Carriers For W&r Insurance Agencies, Inc. | Eugene, OR | Dec 2008 - Feb 2018 | 9 |
| Fpa Mid Oregon Chapter | Eugene, OR | May 2017 - Sep 2017 | < 1 |
| Fpa Mid Oregon | Eugene, OR | Mar 2014 - Mar 2017 | 3 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S66 | NASAA Uniform Combined State Law Examination | May 2009 |
- OR
- WA
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Total Assets Under Management3,606MILLIONS
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Total Number of Accounts2,370ACCOUNTS
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Average Account Value$1,521,444
- A percentage of assets under your management
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for pooled investment vehicles (other than investment companies)
- Selection of other advisers (including private fund managers)
- Other
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