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Bret Hedley Charles Butcher

Allworth Financial, L.P.

Folsom, CA

Corte Madera, CA

CRD 5257622

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Employer firm

Allworth Financial, L.p. CRD 111167

$33.6B regulatory AUM

Reported services (Item 5G)

  • Financial planning
  • Portfolio management (individuals)
  • Portfolio management (pooled vehicles)
  • Portfolio management (institutions)
  • Pension consulting
  • Selection of other advisers

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

Current Employers
Allworth Financial, L.P.

340 Palladio Pkwy. Suite 501, Folsom, CA 95630 • United States

Current Registrations

AuthorityCategoryStatusDate
CA RA APPROVED 2026-01-07
NV RA APPROVED 2026-01-07
OR RA APPROVED 2026-01-07
WA RA APPROVED 2024-12-10
  • CA RA
    APPROVED
    Since 2026-01-07
  • NV RA
    APPROVED
    Since 2026-01-07
  • OR RA
    APPROVED
    Since 2026-01-07
  • WA RA
    APPROVED
    Since 2024-12-10

Branch Locations

340 Palladio Pkwy. Suite 501, Folsom, CA 95630 • United States

770 Tamalpais Drive, Corte Madera, CA 94925 • 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
Yellowbrickroad Financial Advisors, Llc San Francisco CA 06/2016 Present
Allworth Financial, L.P. Corte Madera CA 07/2019 Present
  • 06/2016 → Present
    Yellowbrickroad Financial Advisors, Llc
    San Francisco, CA
  • 07/2019 → Present
    Allworth Financial, L.P.
    Corte Madera, CA
Previous Registrations
  • 2016-06-22 → 2020-04-02
    Yellowbrickroad Financial Advisors, Llc
    Corte Madera, CA
  • 2010-01-19 → 2015-07-21
    The Kocen Financial Group, Inc.
    Rancho Mirage, CA
  • 2007-03-30 → 2008-02-14
    Edward Jones
    St Louis, MO
    La Quinta, CA
    Palm Springs, CA
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2007-03-26
  • S66 Uniform Combined State Law Examination
    2007-03-26
Other Names
  • Bret Butcher
  • Bret Hedley Butcher
  • Bret Charles Butcher

View on SEC IAPD

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