Keely Butrum is a registered investment advisor at Lion Quest LLC, based in Greenfield, IN, with 19 years of industry experience. Keely operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Education Planning, Estate Planning, Financial Planning & Coaching, Insurance Planning, and 3 more. Their firm serves 43 clients with $6.4M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $250K | 1.00% |
| $250K - $5.0M | 1.00% |
| $5M+ | 1.00% |
Fees are negotiable.
Fee Estimator
Location
Greenfield, IN
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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 Activities
Keely is the owner of Elegance Outdoor, LLC, and also holds a political office with the Greenfield City Council. Additionally, Keely's husband owns rental real estate property, producing intermittent short term rental income.
Employment History
Current Registrations
Lion Quest LLC
Previous Registrations
Raymond James & Associates, INC.
Raymond James & Associates, INC.Broker
City Securities Corporation
City Securities CorporationBroker
Charles Schwab & CO., INC.Broker
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.