Aimee Kirsten Butler

Employer firm

Focus Partners Wealth, LLC CRD 159289

$182B regulatory AUM 1,500 advisory clients

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Portfolio management (investment companies)
• Portfolio management (pooled vehicles)
• Portfolio management (institutions)
• Pension consulting

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

• Item 5F — Regulatory AUM
• Item 5G — Advisory services
• Full firm profile

Current Employers

Employment History

• 12/2008 → 02/2018
  Waddell & Reed, Inc.
  Eugene, OR
• 12/2008 → 02/2018
  Various Insurance Carriers For W&R Insurance Agencies, Inc.
  Eugene, OR
• 03/2014 → 03/2017
  Fpa Mid Oregon
  Eugene, OR
• 05/2017 → 09/2017
  Fpa Mid Oregon Chapter
  Eugene, OR
• 06/2017 → 06/2019
  Oregon Mba Mentor Network
  Eugene, OR
• 07/2017 → 07/2019
  S.A.I.L. Program, University Of Oregon
  Eugene, OR
• 09/2017 → 09/2018
  Fpa Mid Oregon Chapter
  Eugene, OR
• 02/2018 → 02/2025
  Merriman Wealth Management, Llc
  Eugene, OR
• 02/2025 → Present
  Focus Partners Wealth, Llc
  Boston, MA

Previous Registrations

• 2018-03-02 → 2025-03-27
  Merriman
  Eugene, OR
  Seattle, WA
• 2008-12-16 → 2018-02-14
  Waddell & Reed
  Denver, CO
  Eugene, OR
  Salem, OR
  Bend, OR
  Seattle, WA
• 2006-10-03 → 2008-02-07
  Ameriprise Financial Services, Llc
  Phoenix, AZ
  Phoenix, AZ

Other Businesses

Rodan and Fields Not investment related 3001 Bishop Drive, Suite 450, San Ramon, CA 94583 Hair and skin care producer with direct selling model through reps Independent Consultant (direct sales) 9/24/2018 0.5 hours per month, not during trading time Sales rep for hair and skin care products

Exams

• S66 Uniform Combined State Law Examination
  2009-05-22

Designations

• Certified Financial Planner

Other Names

• Aimee Kirsten Lehmert
• Aimee Kirsten Butler
• Aimee K Butler
• Aimee Butler