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  • LPL Financial,Jerry Butts

    • Financial Services
    2430 Dayton Xenia Rd. Suite A-1
    Beavercreek, OH 45434
    (937) 429-1055

    About Us

    My value to clients: As a wealth advisor, I believe in building a relationship of trust. This means putting your interests first. With such an overwhelming number of investment options, one of the read more
    • About

      My value to clients: As a wealth advisor, I believe in building a relationship of trust. This means putting your interests first. With such an overwhelming number of investment options, one of the most important decisions a client can make is to seek the advice of a trusted, independent, and qualified advisor. Over the last 24 years, I have worked in banking, accounting, & for the last 16 years the investment industry. I have found through experience that some individuals think every advisor offers the same investments/planning, which is not true. By being 100% independent & affiliated with the largest independent Broker/Dealer* (LPL Financial), I can provide a financial plan customized to your specific needs. I offer NO proprietary products, which allows me to offer Conflict-Free Objective Investment Advice to help you pursue important life & financial goals. Also, with leading independent research, I offer guidance & advice to help you make informed decisions. I have no company agenda to promote, or quotas to meet - my clients' goals always come first. Securities and Advisory Services offered through LPL Financial, Member FINRA/SIPC

      2014 2015 Five Star Wealth Manager Award as one of the area's outstanding wealth managers. (See Highlights Tab)
      www.finra.org
      www.sipc.org
      ''For a list of states in which I am registered to do business, please visit www.lpl.com/jerry.butts''
      *As reported in Financial Planning Magazine, 1996-2014, based on total revenue.

    • Whom to Contact

      • Jerry Butts
        Phone: (937) 429-1055
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    • Over the last sixty years,
      we have established
      a reputation for honesty,
      high morals, integrity, and

      friendly, professional
      customer service-
      pillars of a successful insurance agency.

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    • Private practice mental health
      counseling for individuals & families.

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