Jule Butler is a registered investment advisor, based in Appleton, WI, with 32 years of industry experience.
Location
2555 E Calumet St, Appleton, WI, 54915
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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
Jule is an independent insurance agent since 1998 and owns a tax preparation business (Watermark Tax Service) since 1999. Jule also has several real estate holdings and is an advisory representative for CIRA, dedicating a significant amount of time each week to this role.
Employment History
Current Registrations
Cambridge Investment Research Advisors, INC.
Cambridge Investment Research, INC.Broker
Previous Registrations
Mutual Service Corporation
Mutual Service CorporationBroker
Titan/value Equities Group, INC.Broker
PFS Investments INC.Broker
State Registrations18 states
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.