Phillip Tyler Wiltfong

Employer firm

Buttonwood Capital Management (Bcm) CRD 174857

$381M regulatory AUM

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Pension consulting

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

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

Current Employers

Employment History

• 06/2023 → Present
  Buttonwood Capital Management
  Scottsdale, AZ
• 02/2023 → 06/2023
  Unemployed
  Scottsdale, AZ
• 02/2022 → 02/2023
  Stoa
  Phoenix, AZ
• 11/2021 → 02/2022
  Unemployed
  Scottsdale, AZ
• 01/2021 → 11/2021
  Paycom
  Austin, TX
• 06/2015 → 01/2021
  Factset
  Austin, TX
• 09/2023 → Present
  Lpl Financial Llc
  Scottsdale, AZ

Other Businesses

1) 09/25/2023 - Buttonwood Capital Management - DBA for LPL Business (entity for LPL business)- Inv. Related- at reported business location(s) - Start Date 08/24/2023 - Time Spent 100% 2) 12/10/2025 - Buttonwood Capital Management - Registered Investment Advisor Hybrid - IAR - Investment Related - At Reported Business Location(s) - Start Date 02/14/2025 - 160 hours per month/ 120 hours during trading - I provide investment advisory services through Buttonwood Capital Management, an independent investment advisor firm. I started this business activity in 2/2025. I expect to spend approximately 160 hours per month on this activity. Please see the advisory firm's Form ADV for more information about its address, the nature of its business, its owners, and its services at http://www.adviserinfo.sec.gov/IAPD. The firm is separate from and independent of LPL Financial.

Exams

• S63 Uniform Securities Agent State Law Examination
  2024-12-02

Designations

• Chartered Financial Analyst