Norbert L. Butkus

Current Employers

Generational Wealth Advisors

3400 North Central Expressway Suite 100, Richardson, TX 75080 • United States

Current Registrations

Authority	Category	Status	Date
TX	RA	APPROVED	2017-05-06

TX RA
APPROVED

Since 2017-05-06

Branch Locations

3400 North Central Expressway Suite 100, Richardson, TX 75080 • 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

Organization	City	State	From	To
Ameriprise Financial Services, Inc.	Plano	TX	11/2015	04/2017
Talis Advisory Services, Llc	Plano	TX	05/2017	Present

11/2015 → 04/2017

Ameriprise Financial Services, Inc.

Plano, TX
05/2017 → Present

Talis Advisory Services, Llc

Plano, TX

Previous Registrations

2016-03-17 → 2017-05-02

Ameriprise Financial Services, Llc

Plano, TX

Other Businesses

Boards of Directors; Indian Creek Home Owners Association; Volunteer as a Board Member; Board member; Carrollton Tx 75010; Not investment related; June 2016; 1-9 hours per month; 1-9 during trading hours. Licensed as insurance agent for life, accident, and health insurance; March 2016; less than 5 hrs./mo during trading hours.

Exams

Code	Exam	Date
S66	Uniform Combined State Law Examination	2016-03-17

S66 Uniform Combined State Law Examination

2016-03-17

Other Names

Bert Butkus
Bert L Butkus

View on SEC IAPD