Paul Nicholas Butler

Employer firm

LPl Financial LLC CRD 6413

$819B regulatory AUM 209,600 advisory clients

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Portfolio management (institutions)
• Educational seminars
• CONSULTING AND OTHER NON-DISCRETIONARY ADVISORY SERVICES

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

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

Current Employers

Employment History

• 09/2018 → 07/2025
  Next Financial Group
  Tempe, AZ
• 08/2015 → 12/2018
  Premier Supply Chain Solutions
  Phoenix, AZ
• 12/2018 → Present
  Blakely Walters Wealth Management
  Scottsdale, AZ
• 01/2019 → 07/2025
  Planning Grounds L.L.C.
  Scottsdale, AZ
• 12/2018 → 07/2025
  Next Financial Group, Inc.
  Houston, TX
• 01/2019 → Present
  Blakely Walters Insurance, Llc
  Scottsdale, AZ
• 07/2025 → Present
  Lpl Financial Llc
  Scottsdale, AZ

Previous Registrations

• 2018-12-11 → 2025-07-10
  Next Financial Group, Inc.
  Scottsdale, AZ
  Houston, TX

Other Businesses

1.05/07/2025; Blakely Walters Wealth Management; Non-Variable Insurance; Investment Related; at Reported Business Location(s); Start Date 01/01/2019; 10hrs/mth; 10hrs during trading 2.05/26/2025; Investment products and services are offered through LPL Financial LLC using the DBA/trade name Blakely Walters Wealth Management; Investment Related; at Reported Business Location(s); Start Date 01/01/2020; 160hrs/mth; 160hrs during trading 3.07/20/2026; Blakely Walters Wealth Management; Registered Investment Advisor Hybrid; Investment Related; at Reported Business Location(s); Start Date 12/01/2018; 20hrs/mth; 20hrs during trading; I temporarily provide limited services through Blakely Walters Wealth Management, an independent investment advisor firm, for purposes of transitioning assets to the LPL Financial RIA. I started this activity business in 12/2018, & expect to spend approximately 20 hours per month on this activity. Please see the advisory firm's Form ADV for more information about its business, its owners, and its services at http://www.advisorinfo.sec.gov/IAPD. This firm is separate from and independent of LPL. 4.08/12/2026; Butler Premier Financial Services LLC; Business Entity For Tax/Investment Purposes Only; Not Investment Related; at Reported Business Location(s); Start Date 01/01/2026; 160hrs/mth; 160hrs during trading

Exams

• S66 Uniform Combined State Law Examination
  2018-12-05