Rachael Graf has been an investment adviser representative at Buttonwood Financial Group since June 2024, and is not listed among the firm’s executive officers or direct owners.
Buttonwood Financial Group, LLC is a Kansas City, MO firm with $659M under management, 429 clients and 7 advisers in one office, as of its March 2026 filing.
Rachael Graf’s longest registration was 4 years at Prosperity Planning (2018–2023). Before joining Buttonwood Financial Group in 2024, Rachael Graf was registered through Prosperity Planning and Cetera Advisors LLC.
- – present · 2 yearsKansas City, MO · Adviser representative · Firm CRD 151164
- Prosperity Planning– · 4 yearsRiverside, MO · Adviser representative · Firm CRD 298268
- Cetera Advisors LLC– · 3 yearsKansas City, MO · Adviser representative · Firm CRD 10299
Investment adviser representative registrations
Rachael Graf is registered as an investment adviser representative in Missouri, since June 2024.
- MissouriSince 14 June 2024
Examinations
| Exam | Name | Passed |
|---|---|---|
| SIE | Securities Industry Essentials Examination | Credited |
| Series 66 | Uniform Combined State Law Examination | 7 April 2015 |
| Series 7 | General Securities Representative Examination | 28 January 2015 |
- Name
- Securities Industry Essentials Examination
- Name
- Uniform Combined State Law Examination
- Name
- General Securities Representative Examination
- Full name
- Rachael Michelle Graf
- CRD
- 6066712
- Firm
- Buttonwood Financial Group · CRD 151164
- Office
- 3013 MAIN STREET, Kansas City, MO 64108-3323
- Registration
- Investment adviser registration
- In the industry since
- May 2016
- Disciplinary history
- Not yet shown here · SEC record
Where does Rachael Graf work?
Rachael Graf is an investment adviser representative registered through Buttonwood Financial Group, LLC since June 2024, and is not listed among the firm’s executive officers or direct owners.
Is Rachael Graf a financial advisor?
Yes. Rachael Graf has a current investment-adviser registration in Missouri, through Buttonwood Financial Group since June 2024.
How many years of experience does Rachael Graf have?
Rachael Graf has 10 years in the financial industry, since May 2016, across 3 adviser firms.
What exams has Rachael Graf passed?
Rachael Graf has passed 2 licensing exams: the Series 7 and Series 66. The earliest, the Series 7, was passed in January 2015. FINRA credited Rachael Graf with the SIE, which began in October 2018.
Where did Rachael Graf work before Buttonwood Financial Group?
Before Buttonwood Financial Group, Rachael Graf was registered through Prosperity Planning, September 2018 to February 2023; Cetera Advisors LLC, April 2015 to December 2018.
Where is Rachael Graf based?
Rachael Graf’s registered office is in Kansas City, MO.
Is Rachael Graf registered with FINRA?
No. Rachael Graf has no current broker registration.
How can I verify Rachael Graf’s record?
Search CRD 6066712 on the SEC’s adviser search (adviserinfo.sec.gov), which publishes Rachael Graf’s full registration record.