Kenneth Robert 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

• 12/2004 → Present
  Verity Credit Union
  Auburn, WA
• 12/2004 → 05/2025
  Cuso Financial Services, Lp
  San Diego, CA
• 05/2025 → Present
  Lpl Financial Llc
  Lynnwood, WA

Previous Registrations

• 2004-12-14 → 2025-05-15
  Cuso Financial Services, L.P.
  Auburn, WA
  Seattle, WA
  Auburn, WA
  Lynnwood, WA
  Wallingford, WA
  Seattle, WA
  Seattle, WA
  Seattle, WA
  Seattle, WA
• 2002-05-13 → 2004-07-26
  Cuso Financial Services, L.P.
  Santa Ana, CA
• 2000-11-09 → 2002-05-02
  U.S. Bancorp Advisors, Llc
  San Francisco, CA

Other Businesses

1- 05/15/2025 -Investment products and services are offered through LPL Financial LLC using the DBA/trade name Verity Financial Services - Investment Related - At Reported Business Location(s) - Start Date 04/28/2025 - 160 hours per month/ during trading

Exams

• S65 Uniform Investment Adviser Law Examination
  1993-02-18
• S63 Uniform Securities Agent State Law Examination
  1993-01-22

Other Names

• Kenneth R Butler