Keely Butrum
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Keely Butrum Email & Phone Number

Finance & Planning Consultant at Lion Quest Consulting
Location: Indianapolis, Indiana, United States 8 work roles
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Current company
Lion Quest Consulting
Role
Finance & Planning Consultant
Location
Indianapolis, Indiana, United States

Who is Keely Butrum? Overview

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Quick answer

Keely Butrum is listed as Finance & Planning Consultant at Lion Quest Consulting, based in Indianapolis, Indiana, United States. AeroLeads shows a matched LinkedIn profile for Keely Butrum.

Keely Butrum previously worked as Owner at Lion Quest Consulting and Hancock County Council At-large at Hancock County, Indiana.

Profile bio

About Keely Butrum

Since 2004, I have been serving individuals & families, publically traded & small companies, 401k plans, and not for profit organizations in managing and planning their financial affairs. I have also spent several years representing the interests of taxpayers as an elected official. I’ve held Series 7, 9, 10, 63, and 66 Licenses, the ACCREDITED WEALTH MANAGEMENT ADVISOR designation through the College for Financial Planning, the Certified Divorce Financial Analyst accreditation, and NICEP Certified Estate Planner(tm) designation.

Listed skills include Strategic Financial Planning, Investment Advisory, Financial Advisory, 401K Rollovers, and 46 others.

Current workplace

Keely Butrum's current company

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Lion Quest Consulting
Lion Quest Consulting
Finance & Planning Consultant
8 roles

Keely Butrum work experience

A career timeline built from the work history available for this profile.

Owner

Current
Lion Quest Consulting

Indiana

Feb 2020 - Present

Hancock County Council At-Large

Current
Hancock County, Indiana

Elected county wide in 2020 to represent all taxpayers on the Hancock County Council.

Jan 2021 - Present

Co-Owner

Current
Elegance Outdoor, Llc

Indianapolis, Indiana Area

Elegance Outdoor, LLC is a company located in Central Indiana and specialized in the design and installation of paver patios, fire pits, fireplaces, outdoor bars and kitchens, irrigation systems, water features, landscapes, pergolas, paver sidwewalks/driveways/pool decks, retaining walls, landscape lighting, and more.info@EleganceOutdoorLLC.com

Jul 2013 - Present

Financial Advisor

Raymond James

- Financial planning, investment advice & analysis, retirement income planning, wealth accumulation planning, asset allocation, budget preparation, social security analysis, risk management, and analysis of both short and long term financial effects of divorce settlements, and other financial consultation.- Provide investment recommendations, performance monitoring, and data analysis for individuals, families, non-profits and 401ks, as well as publicly traded and small companies.- Combine clients’ personal and financial data, and analyze, to create custom financial plans for client specific financial goals.Raymond James financial advisors may only conduct business with residents of the states and/or jurisdictions for which they are properly registered. Therefore, a response to a request for information may be delayed. Please note that not all of the investments and services mentioned are available in every state. Investors outside of the United States are subject to securities and tax regulations within their applicable jurisdiction that are not addressed on this site. Contact your local Raymonds James office for information and availability. Please follow this link to additional disclosures: http://raymondjames.com/smrja.htmRaymond James & Associates, Inc., member New York Stock Exchange/SIPC

Sep 2011 - Feb 2020

Common Council Representative For District 3

Greenfield City Council

Greenfield, Indiana

The Greenfield City Council is composed of seven members, including five district representatives and two at-large representatives.https://greenfieldin.org/government/city-council

Jan 2017 - Jan 2020

Financial Planning Administrator

Indianapolis, Indiana Area

- Compiled client data pertaining to all aspects of their finances for creation of an all-encompassing financial plan.- Analyzed data to ensure clients’ finances, in all facets, remain in line with the objectives of their investment policy statement and personal goals.- Handled relationship development and service initiatives

Nov 2009 - Sep 2011

High Net Worth Broker And Active Trader

Indianapolis, Indiana Area

- Promoted multiple times and dedicated to serve high net worth clients with a minimum of $1 million invested and in need of higher levels of financial expertise.- Chosen by corporate as the trainer and course leader for the company’s new brokers.- Specialty trained in trading, technical analysis, and financial market intricacies to serve as a consultant to active traders.

May 2006 - Nov 2009

Spanish Translator/Client Services

Union Federal Bank

- Dedicated to servicing all of the company’s needs in relation to communication with the Spanish speaking clientele.- Credited with excellent writing skills and solicited to generate written bank correspondences for dissemination to clients.- Selected as one of only four employees receiving an employment offer in bank buyout that resulted in 100+ layoffs.

Nov 2004 - May 2006
FAQ

Frequently asked questions about Keely Butrum

Quick answers generated from the profile data available on this page.

What company does Keely Butrum work for?

Keely Butrum works for Lion Quest Consulting.

What is Keely Butrum's role at Lion Quest Consulting?

Keely Butrum is listed as Finance & Planning Consultant at Lion Quest Consulting.

Where is Keely Butrum based?

Keely Butrum is based in Indianapolis, Indiana, United States while working with Lion Quest Consulting.

What companies has Keely Butrum worked for?

Keely Butrum has worked for Lion Quest Consulting, Hancock County, Indiana, Elegance Outdoor, Llc, Raymond James, and Greenfield City Council.

How can I contact Keely Butrum?

You can use AeroLeads to view verified contact signals for Keely Butrum at Lion Quest Consulting, including work email, phone, and LinkedIn data when available.

What skills is Keely Butrum known for?

Keely Butrum is listed with skills including Strategic Financial Planning, Investment Advisory, Financial Advisory, 401K Rollovers, Retirement Savings, Mutual Funds, Retirement, and 401K.

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