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Michael Butkus

28 Years of Experience
Omaha, NE
1 Disclosure

Michael Butkus is a registered investment advisor at Sterling Financial Advisors, LLC, based in Omaha, NE, with 28 years of industry experience. Michael operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Business Owners, High Net Worth, Retirement Planning. Their firm serves 181 clients with $140M in assets under management.

Compensation
Fee-Only (% of Portfolio)Fixed/Hourly
Firm Size
4 advisors
IM Fee
Planning only
Assets Under Management
$143.0M

Fee Structure

Minimum Investment:$250K
Investment management only (planning not offered)

Detailed fee information is not available for this advisor. View their full brochure on SEC.gov for fee details.

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Location

History

Regulatory History (1)
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Customer Dispute
August 1993
Settled
Other Business Activities

Michael owns Cogan Company L.L.C. since 1995 and Two Grey Hills, LLC since 2004, both rental properties. He spends a few hours per week on rent collection and maintenance for these properties.

Employment History
Current Registrations
Sterling Financial Advisors, LLC
January 2022 - Present · 4 yrs 4 mos
Previous Registrations
Omaha Wealth Management, LLC
June 2016 - December 2021 · 5 yrs 6 mos
Michael J. Butkus & Company
July 1997 - August 2016 · 19 yrs 1 mo
State Registrations2 states
MNNE
Advisor

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.

Exams
No exam information available for this advisor.
Michael Butkus - Financial Advisor | TrueAdvisor