Cade Butterworth

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

• 06/2017 → 05/2021
  Wilsonville High School
  Wilsonville, OR
• 06/2020 → 08/2020
  Target
  Wilsonville, OR
• 08/2020 → Present
  Oregon Army National Guard
  Woodburn, OR
• 04/2022 → Present
  Oregon State University
  Corvallis, OR
• 02/2023 → 01/2024
  Jim Kuhlman State Farm
  Corvallis, OR
• 06/2023 → 09/2023
  Towne Park
  Portland, OR
• 06/2023 → 09/2023
  Legacy Financial
  Woodburn, OR
• 05/2015 → 06/2017
  Wood Middle School
  Wilsonville, OR
• 12/2024 → Present
  Lpl Financial
  Woodburn, OR

Other Businesses

1. 05/01/2025 - Legacy Financial / DBA for LPL Business (entity for LPL business) - Investment Related - At reported business location(s) 2. 05/06/2025- Oregon Army National Guard- Infantryman- OR 97071- Non Inv Rel- 24 Hrs Per Mnth- Start Date 08/14/2020

Exams

• S66 Uniform Combined State Law Examination
  2025-09-08