Williams Keen Butcher

Employer firm

Independent Financial Group, LLC CRD 7717

$12.9B regulatory AUM 301 advisory clients

Reported services (Item 5G)

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

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

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

Current Employers

Employment History

• 04/2015 → 05/2022
  International Assets Advisory
  Orlando, FL
• 05/2022 → Present
  Independent Financial Group, Llc
  Kemah, TX

Previous Registrations

• 2016-01-12 → 2022-05-31
  International Assets Investment Management, Llc
  Houston, TX
  Houston, TX
  Kemah, TX
• 2015-06-16 → 2015-12-31
  International Assets Investment Management, Llc
  Houston, TX
  Orlando, FL

Other Businesses

(1) BUTCHER FINANCIAL, LLC POSITION: Officer/Director NATURE: DBA Name for Marketing Purposes Only INVESTMENT RELATED: Yes NUMBER OF HOURS: 20 SECURITIES TRADING HOURS: 5 START DATE: 01/04/2010 ADDRESS: 5701 Woodway Drive #330, Houston TX 77057, United States DESCRIPTION: DBA for marketing purposes. (2) BUTCHER FINANCIAL, LLC POSITION: Officer/Director NATURE: DBA Name for Marketing Purposes Only INVESTMENT RELATED: Yes NUMBER OF HOURS: 6 SECURITIES TRADING HOURS: 4 START DATE: 01/04/2010 ADDRESS: 2110 Park Avenue, Kemah TX 77565, United States DESCRIPTION: Investment newsletter, summary reports to pension funds and BDs. (3) T/U/D OF MADELEINE K BUTCHER, CHARITABLE FOUNDATION POSITION: Officer/Director NATURE: Acting as a POA, Trustee, Executor. INVESTMENT RELATED: No NUMBER OF HOURS: 1 SECURITIES TRADING HOURS: 0 START DATE: 01/03/2005 ADDRESS: 2110 Park Avenue, Kemah TX 77565, United States DESCRIPTION: Investing decisions & charitable allocation decisions. (4) MARGARET KEEN BUTCHER TRUST POSITION: Trustee NATURE: Acting as a POA, Trustee, Executor . INVESTMENT RELATED: Yes NUMBER OF HOURS: 15 SECURITIES TRADING HOURS: 0 START DATE: 01/03/2005 ADDRESS: 2110 Park Avenue, Kemah TX 77565, United States DESCRIPTION: Trustee/Beneficiary of Trust (5) WW KEEN TRUST POSITION: co-Trustee NATURE: Acting as a POA, Trustee, Executor . INVESTMENT RELATED: Yes NUMBER OF HOURS: 15 SECURITIES TRADING HOURS: 1 START DATE: 01/03/2005 ADDRESS: 2110 Park Avenue, Kemah TX 77565, United States DESCRIPTION: Review Investment Recommendations of Trustee (6) HOWARD BUTCHER, JR TRUST POSITION: co-Trustee NATURE: Acting as a POA, Trustee, Executor . INVESTMENT RELATED: Yes NUMBER OF HOURS: 15 SECURITIES TRADING HOURS: 1 START DATE: 01/03/2005 ADDRESS: 2110 Park Ave, Kemah TX 77565, United States DESCRIPTION: Review Investment Recommendations of Trustee (7) RENTAL PROPERTY POSITION: Landlord. My wife owns the property and it is her income. NATURE: Real Estate Sales/Rental Properties/Property Management INVESTMENT RELATED: No NUMBER OF HOURS: 1 SECURITIES TRADING HOURS: 0 START DATE: 02/01/2021 ADDRESS: 329 Park Ave, Kemah TX 77565, United States DESCRIPTION: Assist wife with her rental property (8) VARIOUS INFORMAL PICKLEBALL TOURNAMENTS POSITION: Volunteer NATURE: Volunteer INVESTMENT RELATED: No NUMBER OF HOURS: 10 SECURITIES TRADING HOURS: 0 START DATE: 08/12/2022 ADDRESS: 2110 Park Avenue, Kemah TX 77565, United States DESCRIPTION: organize informal pickleball tournaments with no entry fees and no budgets. Play pickleball tournaments. (9) THE KINKAID SCHOOL POSITION: Volunteer NATURE: Volunteer INVESTMENT RELATED: No NUMBER OF HOURS: 100 SECURITIES TRADING HOURS: 40 START DATE: 01/08/2024 ADDRESS: 201 Kinkaid School Drive, Houston TX 77024, United States DESCRIPTION: I have been asked to help the Kinkaid School in January (three weeks only) as a temporary teacher in the Econ Department. I would be volunteering. The Kinkaid School is a premier college preparatory school serving students from Pre-Kindergarten through 12th grade (and my four children went there). I would be teaching 9th to 11th grade students (so none are clients or prospects). I will not be soliciting business nor pitching individual securities for purchase (these are teenagers). It is a class in the Econ department, so I may be discussing the financial markets in general and what are different instruments (i.e. what is money? what is the difference between a stock or bond? Other basic topics like that). After three weeks, my time will be up.

Exams

• S66 Uniform Combined State Law Examination
  2015-06-13
• S63 Uniform Securities Agent State Law Examination
  1990-11-02

Designations

• Chartered Financial Analyst

Other Names

• Keen Butcher