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Gregory Scott Rademacher

Sycamore Investment Consulting Services, LLC

Madison, WI

CRD 2949618

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Employer firm

Sycamore Investment Consulting Services, LLC CRD 125081

$160M regulatory AUM 4 advisory clients

Reported services (Item 5G)

  • Financial planning
  • Portfolio management (individuals)
  • Portfolio management (institutions)
  • INVESTMENT CONSULTING

From the firm’s Form ADV. Read the guides:

Current Employers
Sycamore Investment Consulting Services, Llc

701 Deming Way Suite 100, Madison, WI 53717 • United States

Current Registrations

AuthorityCategoryStatusDate
WI RA APPROVED 2003-03-03
  • WI RA
    APPROVED
    Since 2003-03-03

Branch Locations

701 Deming Way, Madison, WI 53717 • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Buttonwood Partners, Inc. Madison WI 07/1997 Present
Sycamore Investment Consulting Services, Llc Madison WI 01/2003 Present
Other Businesses

I HAVE BEEN A MEMBER OF SYCAMORE INVESTMENT CONSULTING SERVICES, LLC. AS A REGISTERED INVESTMENT ADVISOR. I FOUNDED THE FIRM JAN. 1 OF 2003 AND I DEDICATE APPROXIMATELY 20 HOURS PER MONTH TO THE BUSINESS AND ALL DURING TRADING HOURS. In July of 2016 I was elected treasurer of Mount Olive Lutheran Church in Madison, WI- My duties include processing the vendor payments and preparing a financial summary and presenting it to the parish planning committee. I devote approximately 10 hours a month to the church. I am a Board member of Wisconsin Association of Charitable Gift Planners. In Jan of 2017- I became a board member on the United Way of Dane County Foundation

Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2002-11-06
S63 Uniform Securities Agent State Law Examination 1998-07-20
  • S65 Uniform Investment Adviser Law Examination
    2002-11-06
  • S63 Uniform Securities Agent State Law Examination
    1998-07-20
Designations
  • Certified Financial Planner

View on SEC IAPD

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