Norbert
Butkus
Generational Wealth Advisors
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About this Advisor
Norbert Butkus is a financial advisor who works in Richardson, Texas with a total of 6 years of industry experience. Butkus currently works for Generational Wealth Advisors. Butkus has gained experience at Ameriprise Financial Services, Inc, Ibm, Transitioning and Talis Advisory Services, LLC. Butkus holds a Series 66 license, designating them as both a securities agent and an investment advisor representative, and can serve investors in Texas. Generational Wealth Advisors is a business based in Richardson, TX. It oversees $283 million in assets among its 567 customer accounts, placing it among the mid-sized firms in the United States by assets under management. The firm serves four charities and foundations. Of its 567 customer accounts, 41% are held by high-net-worth investors who have greater than $1 million in investable assets. Generational Wealth Advisors performs a number of services, including financial planning services, portfolio management for individuals and small businesses, pension consulting services, selection of other advisers and educational seminars. Financial advisory fees largely are based on which services the firm provides the client. However, fee types billed by Generational Wealth Advisors can consist of some blend of asset-based, hourly and fixed fees.
Certifications and Registrations
Years Registered*
Services Offered
Fee Structure
Office Location
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Generational Wealth Advisors Brokerage Details
$282,559,722
23
567
$498,342
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Pension consulting services
- Selection of other advisers
- Educational seminars/workshops
Norbert Butkus Work History
Norbert has been registered as a financial advisor for 6 years.*
Talis Advisory Services, LLC
Ameriprise Financial Services, Inc
Transitioning
Ibm
*The number of years registered in this profile is calculated by taking the year of an advisor's first active registration and subtracting it from the current year.
Disclosures
Please visit the SEC profile of Norbert Butkus to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.
Financial Advisors at Generational Wealth Advisors
Richardson, TX
Richardson, TX
Richardson, TX
Richardson, TX
Richardson, TX
Richardson, TX
Richardson, TX
Richardson, TX
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