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Keely Butrum

Advisor at Lion Quest LLC

Updated today
Lion Quest LLC logo

Firm

Lion Quest LLC

Location

Greenfield, IN

Credentials

Series 63, Series 66

Industry experience

19 years

About

Keely Butrum is a financial advisor with Lion Quest LLC in Greenfield, IN, holding Series 63 and Series 66 licenses and bringing 19 years of industry experience. Her prior roles include positions at Raymond James & Associates and Hancock County Government. Outside of finance, she is a co-owner of Elegance Outdoor, a landscaping business. Lion Quest LLC provides portfolio management and financial planning primarily to individuals and high-net-worth clients, as well as corporations and charitable organizations. The firm employs a multi-method investment approach and offers tailored programs with regular account reviews and reporting.

Client services

Based on Lion Quest LLC

Financial planning Portfolio management Selection of other advisers General consulting services

Expertise

Based on Lion Quest LLC

Options & derivatives strategies Real estate investing Annuities

Fee options

Fixed

Financial planning fixed fees negotiated between $150 and $5,000

Percentage

$1 - $250,000: 1.00% $250,001 - $5,000,000: 1.00%

Project-based

Hourly or fixed rate fees charged for consultation related to divorce asset and liability analysis (specific amounts not stated)

Location

Greenfield, IN

Most active in

Indiana

Work history

Frye Financial Services

2023 - Present (3 years)

Hancock County Government

2021 - Present (5 years)

Lion Quest LLC

2020 - Present (6 years)

Greenfield City Council

2017 - 2019 (2 years)

Raymond James & Associates

2011 - 2020 (9 years)

Disclosures

Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.

Business activities & affiliations

Phil F

CFP®

Fishers, IN

Servant Capital Advisors

Phil is the Founder and Principal of Servant Capital Advisors, LLC (“SCA”), a fee-only, independent, registered investment adviser based in Central Indiana. SCA provides investment advisory services, wealth management services, and family office services to high net worth families and individuals seeking a differentiated approach to maximize their wealth. Phil founded SCA with the goal to serve others: to share his twelve years of institutional investment management experience with investment partners, high net worth families and individuals to help them grow their net worth for the primary purpose of engaging in philanthropy through impactful charitable contributions. Prior to founding Servant Capital, Phil was a Principal at Centerbridge Partners, a hybrid private equity firm and hedge fund based in New York with $25 billion in assets under management, from 2008 to 2017. At Centerbridge he invested in and served on the board of directors of companies ranging in size from $100 million to $500 million in revenues across a diverse set of industries including financial services, consumer products, industrials, and real estate. Phil began his career in investment banking at Goldman, Sachs & Co. He graduated with high distinction from Indiana University with a B.S. in Finance and Accounting and earned his MBA from the Kelley School of Business at Indiana University. He is a CERTIFIED FINANCIAL PLANNER. Phil lives with his wife and four children in Carmel, Indiana. He enjoys reading, investing, and playing golf.

Exec comp design Liquidity event planning Startup equity planning Executive Financial Professional Christian Faith Based
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Justin C

CFP®, Series 63, Series 65

Fishers, IN

Santiago.Life

Active portfolio management Executive Established Professionals
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Charles S

CFP®, Series 65

Fishers, IN

Prospero Financial Planning, LLC

Wealth management
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Scott D

Series 63, Series 65

Fishers, IN

Human Capital Wealth Management

Business ownership considerations Business exit / sale strategy Cash flow / budgeting College savings (529s, UTMA, etc.) General estate planning guidance Founder/Business Owner

Zach G

CFP®, CPA

Fishers, IN

Gentry Financial

We combine years of education, experience, and partnership with experts in their respective fields, to provide a comprehensive, ongoing wealth management experience. With so much to consider with one’s finances, we serve as a personal CFO - teaching you what you need to know and helping you implement the advice. Primary services include cash flow planning, tax planning, retirement planning, estate planning, insurance planning, education planning, charitable planning, and investment management. In addition to the more technical and quantifiable benefits of working with Gentry Financial, clients also experience accountability, objectivity, clarity, confidence, and the peace of mind that comes with knowing a professional understands their situation inside and out. Zach was drawn to the profession because of his love for people and affinity for numbers. As a CPA, he loves to dive into each client's nuanced situation to uncover opportunities to reduce taxes and optimize growth. He also recognizes and appreciates the immense trust placed in him by his clients and cherishes the depth of these relationships. Zach and his wife love serving in their local church and playing pickleball, golf, and almost any other game with their family and friends. Visit our website to learn more or contact us to schedule a free consultation.

General retirement planning Retirement income strategy Wealth management Active portfolio management General tax planning Founder/Business Owner
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Robert C

CFP®, Series 66

Greenfield, IN

Caird Family Wealth Management

Business ownership considerations Business exit / sale strategy Cash flow / budgeting College savings (529s, UTMA, etc.)
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