Michaelene Butler
Michaelene Butler is a ChFC-designated registered investment advisor at Advisor Resource Council, based in Jenks, OK, with 42 years of industry experience. Michaelene operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Estate Planning, Financial Planning & Coaching, High Net Worth, Investment Management, and 2 more. Their firm serves 11,572 clients with $3B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Advisor Resource Council offers investment management services with fees based on a percentage of your portfolio. There are two fee schedules:
Wrap Fee Program:
- A flat 2.50% annual fee is charged on all assets under management.
Traditional Asset Management:
- A flat 2.25% annual fee is charged on all assets under management.
Fees are billed quarterly in advance. The firm also offers actively managed investment strategies, including AIQ Asset Allocation Models, AIQ SMA and UMA Strategies, and ARC Innovative Solutions, which are only available in the Wrap Fee Program.
Location
715 W Jenks St, Suite 0, Jenks, OK, 74037
Get directionsHistory
Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.
Learn about disclosures →Other Business ActivitiesSells Insurance
Michaelene operates 360 Wealth Management as a DBA for her LPL business and is also an advisor for Advisor Resource Council, spending nearly full-time on each. She also acts as a retreat coordinator for Catholic Charities of Eastern Oklahoma for a few hours per week and sells non-variable insurance products, dedicating about a quarter of her time to this.
Employment History
Current Registrations
Advisor Resource Council
Previous Registrations
LPL Financial LLCBroker
Hornor, Townsend & Kent, LLC
Hornor, Townsend & Kent, LLCBroker
Park Avenue Securities LLCBroker
Guardian Investor Services CorporationBroker
MML Investors Services, INC.Broker
Massachusetts Mutual Life Insurance CompanyBroker
Aetna Life Insurance and Annuity CompanyBroker
State Registrations1 state
You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.