Cassidy Butler has been an investment adviser representative at A & I Financial Services since February 2025, and is not listed among the firm’s executive officers or direct owners.
A & I Financial Services, LLC is a Lone Tree, CO firm with $560M under management, 518 clients and 9 advisers in one office, as of its April 2026 filing.
- A & I Wealth ManagementCurrent– present · 1 yearLone Tree, CO · Adviser representative · Firm CRD 148357
Investment adviser representative registrations
Cassidy Butler is registered as an investment adviser representative in Colorado, since February 2025.
- ColoradoSince 14 February 2025
Examinations
| Exam | Name | Passed |
|---|---|---|
| Series 66 | Uniform Combined State Law Examination | 23 October 2024 |
| Series 7TO | General Securities Representative Examination | 5 August 2024 |
| SIE | Securities Industry Essentials Examination | 15 May 2024 |
- Name
- Uniform Combined State Law Examination
- Name
- General Securities Representative Examination
- Name
- Securities Industry Essentials Examination
- Full name
- Cassidy J Butler
- CRD
- 7628458
- Firm
- A & I Financial Services · CRD 148357
- Office
- 9605 Kingston Court, Suite 190, Lone Tree, CO 80112
- Registration
- Investment adviser and broker registrations
- In the industry since
- August 2024
- Disciplinary history
- Not yet shown here · SEC record · BrokerCheck
Where does Cassidy Butler work?
Cassidy Butler is an investment adviser representative registered through A & I Financial Services, LLC since February 2025, and is not listed among the firm’s executive officers or direct owners.
Is Cassidy Butler a financial advisor?
Yes. Cassidy Butler has a current investment-adviser registration in Colorado, through A & I Financial Services since February 2025.
How many years of experience does Cassidy Butler have?
Cassidy Butler has 2 years in the financial industry, since August 2024, across 1 adviser firm.
What exams has Cassidy Butler passed?
Cassidy Butler has passed 3 licensing exams: the SIE, Series 7TO and Series 66. The earliest, the SIE, was passed in May 2024.
Where is Cassidy Butler based?
Cassidy Butler’s registered office is in Lone Tree, CO.
Is Cassidy Butler registered with FINRA?
Yes. Cassidy Butler has a current broker registration, under CRD 7628458.
Source: FINRA BrokerCheck
How can I verify Cassidy Butler’s record?
Search CRD 7628458 on the SEC’s adviser search (adviserinfo.sec.gov) and FINRA’s broker search (brokercheck.finra.org), which publish Cassidy Butler’s full registration record.