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BUTTONWOOD FINANCIAL GROUP, LLC

KANSAS CITY, MO · CRD 151164 · IAPD ↗ · 816-285-9000

$659.5MRegulatory AUM
7Advisory reps
12Employees
1Clients
251-500Planning clients
0Private funds
15States
1Disclosures
wealthSegment
ApprovedSEC status

Filing changes

45
January 2026 — BUTTONWOOD FINANCIAL GROUP, LLC notice-filed in ND.
Notice-filed in new state(s): the firm is taking clients somewhere new.
ComplianceMarketing & brand
45
December 2025 — BUTTONWOOD FINANCIAL GROUP, LLC notice-filed in CO.
Notice-filed in new state(s): the firm is taking clients somewhere new.
ComplianceMarketing & brand
49
April 2025 — BUTTONWOOD FINANCIAL GROUP, LLC notice-filed in FL, IL, NM.
Notice-filed in new state(s): the firm is taking clients somewhere new.
ComplianceMarketing & brand
45
May 2024 — BUTTONWOOD FINANCIAL GROUP, LLC notice-filed in VT.
Notice-filed in new state(s): the firm is taking clients somewhere new.
ComplianceMarketing & brand
45
April 2024 — BUTTONWOOD FINANCIAL GROUP, LLC notice-filed in IA.
Notice-filed in new state(s): the firm is taking clients somewhere new.
ComplianceMarketing & brand
53
April 2024 — BUTTONWOOD FINANCIAL GROUP, LLC's Item 11 disclosure-reporting entries rose by 1 (0 -> 1).
Count of Item 11 disclosure-reporting entries increased (regulatory, civil, or criminal history of the firm or its affiliates/supervised persons).
ComplianceMarketing & brand

Data: SEC Form ADV monthly roster (public). Confirm on IAPD before acting.