Dale Christopher Raimann

Employer firm

Buttonwood Financial Group, LLC CRD 151164

$659M regulatory AUM 1 advisory clients

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Portfolio management (institutions)
• 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

• 11/2015 → 05/2024
  Td Ameritrade
  Tampa, FL
• 01/2022 → 11/2024
  Charles Schwab And Co., Inc.
  Tampa, FL
• 11/2024 → 02/2025
  Unemployed
  Tampa, FL
• 02/2025 → 11/2025
  Dale's Solo Investors Podcast, Llc
  Kansas City, MO
• 11/2025 → Present
  Buttonwood Financial Group, Llc
  Kansas City, MO

Previous Registrations

• 2022-03-07 → 2024-12-13
  Charles Schwab & Co., Inc.
  Tampa, FL
  Tampa, FL
• 2013-09-27 → 2023-09-07
  Td Ameritrade Investment Management, Llc
  Naples, FL
  Naples, FL
  Tampa, FL
  Tampa, FL
• 2013-09-24 → 2022-10-14
  Td Ameritrade, Inc.
  Naples, FL
  Tampa, FL
  Tampa, FL

Other Businesses

Rental property Owner duties consist of hiring property managers to manage the condo unit. The business is not investment-related. The address is located at 402 S. Armenia Ave unit 134, Tampa FL 33609. The nature of the other business is property rental. Starting date: purchased 04/2018. Approximately spending one hour a month which is not during trading hours.

Exams

• S66 Uniform Combined State Law Examination
  2013-09-20