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Michaelene J. Butler

Advisor at Advisor Resource Council — Jenks, OK W Jenks St

Updated today

Credentials

ChFC®, Series 63

Experience

43 years

Location

Jenks, OK 74037

Advisor Resource Council logo

Advisor Resource Council

Multi-team

Total advisors

87

Across 19 offices

Clients per advisor

134 Very High

Avg AUM per client

$285,563 Very Low

HNW client ratio

18% Typical

About

Michaelene Butler is a financial advisor with Advisor Resource Council, holding the ChFC® designation and Series 63 license. She has 42 years of industry experience, including 24 years at Hornor, Townsend & Kent and recent roles at LPL Financial and Advisor Resource Council. Outside of her advisory work, she serves as a retreat coordinator for Catholic Charities of Eastern Oklahoma. Advisor Resource Council serves individuals, families, retirement plans, charitable organizations, and business enterprises by providing asset management, financial planning, and retirement plan consulting through a network of investment adviser representatives. The firm employs actively managed strategies that combine artificial intelligence tools with traditional fundamental analysis across various asset classes.

Client services

Based on Advisor Resource Council

Financial planning Portfolio management Pension consulting Selection of other advisers

Expertise

Based on Advisor Resource Council

Options & derivatives strategies Active portfolio management Concentrated stock management College savings (529s, UTMA, etc.)

Occupation focus

Based on Advisor Resource Council

Founder/Business Owner Executive

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Fee options

Fixed

Financial planning flat fees range from $50 to $15,000; flat annual management fees up to $100,000+ depending on asset level

Percentage

$0 - $499,999: 2.25% (traditional asset management max rate) $500,000 - $999,999: 2.25% (traditional asset management max rate) $1,000,000 - $1,999,999: 2.25% (traditional asset management max rate) $2,000,000 - $4,999,999: 2.25% (traditional asset management max rate) $5,000,000+: 2.25% (traditional asset management max rate) $0 - $499,999: 2.50% (wrap fee program max rate) $500,000 - $999,999: 2.50% (wrap fee program max rate) $1,000,000 - $1,999,999: 2.50% (wrap fee program max rate) $2,000,000 - $4,999,999: 2.50% (wrap fee program max rate) $5,000,000+: 2.50% (wrap fee program max rate)

Commissions

Commissions from LPL for IARs registered representatives; referral fees 1.0% loan amount (bank), 0.025% loan amount (internet lending platform), 0.47% interest earned (cash management platform)

Project-based

Financial planning and consulting hourly fees $100 to $500

Other

Account minimum: $500 for AIQ Foundations; $25,000 for AIQ Essentials and LPL Model Wealth Portfolios; $50,000 for LPL Manager Access Select (equity); $200,000 for AIQ Focused; $250,000 for LPL Personal Wealth Portfolios; $5,000 for LPL Guided Wealth Portfolios Minimum fee: Flat annual fees ranging from $50 to $100,000+ depending on asset level Fee-only: Financial planning fees hourly $100-$500; flat fees $50-$15,000

Location

See office

Jenks, OK W Jenks St

715 W Jenks St, Suite 0

Jenks OK 74037

Advisors at this office

1

Most active in

Oklahoma

Work history

43 years of industry experience

Advisor Resource Council LLC

2024 - Present • 2 years

Dallas, TX

LPL Financial

2023 - Present • 3 years

Jenks, OK

Advisor Resource Council LLC

2023 - 2024 • 1 year

Dallas, TX

Hornor, Townsend & Kent

1999 - 2023 • 24 years

Horsham, PA

Disclosures

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

Business activities & affiliations

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Tracy D

Series 65

Jenks, OK

Blue Jean Financial LLC

Tracy Dickinson is a financial advisor at Blue Jean Financial LLC with a Series 65 designation. She has been with Blue Jean Financial and its predecessor since 2021 and previously worked at Noonday Collections for eight years. Blue Jean Financial LLC provides discretionary investment management and financial planning to individuals, trusts, estates, nonprofits, and businesses. The firm’s team of seven manages about $95 million across approximately 284 client relationships, using customized portfolios with a long-term orientation supported by both fundamental and technical analysis.

General retirement planning Income planning Charitable giving & philanthropy Religious/faith focused
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Marquay B

Series 66

Tulsa, OK

Integra Private Wealth Management, LLC

Marquay Baul is a financial advisor at Integra Private Wealth Management, LLC with 19 years of industry experience. He holds a Series 66 designation and has previously worked at Sowell Management Services and Arvest Private Bank. Outside of his advisory role, Baul owns Integra Management Group, a business management and consulting firm, and serves in leadership and mentoring roles with several nonprofit organizations, including as board chair of Alzheimer’s Diversity Outreach Services. Integra Private Wealth Management, LLC serves professional athletes, entertainment professionals, high-net-worth individuals, trusts, charitable organizations, and qualified retirement plans, providing investment management, financial planning, and employee retirement plan advisory services. The firm follows a long-term, evidence-based investment approach grounded in Modern Portfolio Theory and utilizes diversified, passively managed funds alongside individualized strategies.

Passive / index investing Tax-loss harvesting Options & derivatives strategies Retirement plans for business owners (SEP, solo 401k) Professional Athlete Entertainment Industry
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Sandra M

Series 65

Tulsa, OK

Sandman Wealth Management

Sandra Minardi is a financial advisor with Sandman Wealth Management in Tulsa, OK. She holds a Series 65 designation and has five years of industry experience. Sandra serves on the board of John 3:16 Mission, a faith-based organization. Sandman Wealth Management provides investment advice to individuals, high-net-worth investors, corporate clients, and qualified retirement plans. The firm offers discretionary asset management, financial planning, and ERISA plan services, using fundamental, technical, and cyclical analysis to guide portfolio management.

Wealth management Retirement income strategy General tax planning
user avatar

Cole M

Series 66

Tulsa, OK

Mendenhall Capital Management

Cole Mendenhall is a financial advisor at Mendenhall Capital Management with two years of industry experience. He holds the Series 66 designation and has previously worked at Ameriprise, Morgan Stanley, and in various consulting and entrepreneurial roles. Mendenhall Capital Management provides personalized investment management and financial planning services to individuals, families, small businesses, and nonprofit organizations. The firm employs a long-term, fundamental-analysis approach focused on diversification, tax awareness, and disciplined portfolio construction, typically managing accounts on a discretionary basis while offering fixed-fee financial planning and standalone investment plans.

Cash flow / budgeting College savings (529s, UTMA, etc.)
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John D

Series 63, Series 65

Broken Arrow, OK

Wealth Advisors, L.L.C.

John Day is a financial advisor with Wealth Advisors, L.L.C. in Broken Arrow, Oklahoma, holding Series 63 and Series 65 credentials and bringing 25 years of industry experience. He has been with Wealth Advisors, L.L.C. since 2004. Wealth Advisors, L.L.C. serves individual investors, including high-net-worth households, and select corporate clients by providing asset management and portfolio consulting services. The firm employs a fee-only structure and uses a combination of fundamental and technical analysis alongside quantitative risk metrics to manage diversified portfolios across traditional, conservative, and aggressive strategies.

Active portfolio management Options & derivatives strategies Concentrated stock management

Jonathan P

CFP®

Tulsa, OK

Realm Financial Planning

Many of the people I work with are thoughtful individuals and families who are building meaningful lives - often while running businesses, raising families, or serving others through their work. In a culture that often glorifies hustle and constant productivity, I help clients step back, clarify what matters most, and make financial decisions that help balance the ideal with the real (aligning long-term hopes with the practical realities of life today). I provide ongoing financial planning and investment management designed to help clients steward their resources wisely. My approach focuses on simplicity, thoughtful decision-making, and long-term alignment between finances and life priorities. That may include conversations around cash flow, taxes, investments, insurance, retirement, or major life decisions, but the goal is always the same: helping clients use their resources in ways that support the life they actually want to live. I enjoy getting to know the people I work with and learning their stories. I’m at my best as an advisor when I know my clients well, and when they know me as well. My role is part guide, part sounding board, and part planner, helping clients think through complex decisions and move forward with confidence. Outside of financial planning, I’m a husband and soon-to-be father who enjoys making pro-level pizza on my Ooni pizza oven, learning from the Bible Project, and playing hockey.

Business ownership considerations Young Professionals Work/Life Balance Gen Y/Millennials (Born 1980-1995)
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