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Michael John Butkus (Omaha)


Michael John Butkus is an adviser based in Omaha. It manages $30.31 million of regulatory assets for 118 client accounts. It has been registered with the SEC as an adviser since 2007 and has operated in the jurisdictions of Iowa and Nebraska.

Michael John Butkus provides portfolio management for individuals and small businesses. It doesn't provide financial planning services to its clients. On top of advisory services, the firm doesn't engage in other business activities.

Michael John Butkus: assets under management

The assets under management (AUM) of Michael John Butkus is $30.31 million, all of which is managed in discretionary accounts. The firm's AUM has gone down by -4% since the beginning of its operation, and the company doesn't manage any assets belonging to foreign clients.


The firm manages $30.31 million in discretionary accounts. On average, the discretionary accounts where all decisions are made on behalf of the client hold $256.88 thousand each.

Fees & Commissions

The advisory firm has a single stream of revenue. Clients pay Michael John Butkus for their services and products based on a percentage of assets under management. Compensation based on assets under management promotes a long-term relationship between a client and the adviser and helps align mutual interests. These fees don’t include brokerage commissions, interest, taxes, and other account expenses.

Based in Omaha

The principal office where Michael John Butkus performs its advisory services is located at 6401 Pacific Street, Omaha, NE 68106, which is also the mailing address of the firm. It doesn’t run an office outside of the United States.

You can reach the main office by calling the phone number 402-558-7774 or by fax 402-558-7624. The normal business hours are 8:30-5:00 on Monday - Friday.


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