Buttonwood Partners, Inc.
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
About
Buttonwood Partners primarily serves high‑net‑worth individuals and a range of entities — including pension and profit‑sharing trusts, other trusts, charitable organizations, and corporations — providing continuous discretionary portfolio management and related advisory services. The firm also functions as a broker‑dealer that executes securities transactions and assists clients in establishing brokerage accounts, and it does not list non‑high‑net‑worth individual clients among its clientele.
Portfolio managers at the firm rely largely on fundamental analysis, may consider technical factors, and commonly manage concentrated, discretionary portfolios that can include cash, mutual funds, and occasional option hedges. Managers who provide advisory services are also registered securities representatives and directly enter and clear trades, with order batching and firm‑directed execution practices used when the manager determines it is advantageous.
Distinctive aspects include the firm’s dual role as both a registered investment adviser and an affiliated broker‑dealer, clearing through a third‑party clearing firm, and arrangements under which representatives receive portions of asset‑based fees while the firm may receive 12b‑1 fees from mutual funds. The brochure discloses historical regulatory matters (a 2006 NASD reporting matter and a 2018 FINRA acceptance) and describes implemented procedures, a Code of Ethics, and other controls intended to address trade reporting, third‑party transfers, and allocation practices.
Client services
Expertise
Occupation focus
Fee options
$0 - $1,000,000: 1.00% $1,000,001 - $2,000,000: 0.85% (Fixed Income), 1.00% (Balanced), 1.00% (Equity) $2,000,001 - $5,000,000: 0.75% (Fixed Income), 1.00% (Balanced), 1.00% (Equity) $5,000,001 - $10,000,000: 0.60% (Fixed Income), 0.95% (Balanced), 1.00% (Equity) $10,000,001+: 0.45% (Fixed Income), 0.75% (Balanced), 0.95% (Equity)
Account minimum: $500 minimum annual fee Minimum fee: Minimum annual fee of $500; $125 per quarter
Main office
701 Deming Way, Suite 100
Madison WI 53717
Advisors at this office
3
Most active in
Colorado · Wisconsin
Disclosures
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
Is active or affiliated with:
Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
Is not active or affiliated with:
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Insurance agent
They sell insurance products and may earn commissions on those sales.
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Bank
They're affiliated with a bank that may offer its own financial products and services.
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Trust company
They provide trust and estate administration services, typically for separate fees.
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Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
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Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
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Lawyer
They provide legal services, typically billed separately.
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Real estate agent
They facilitate real estate transactions and may earn commissions.
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Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Advisors at this firm
Katie V
CFP®, Series 63
Madison, WI
Buttonwood Partners, Inc.
Katie Veloff is a CFP®-certified financial advisor with six years of industry experience. She has been with Buttonwood Partners, Inc. since 2019. Prior to her current role, she held positions in education and at the Wisconsin Energy Institute. Buttonwood Partners primarily serves high-net-worth individuals and various entities, offering discretionary portfolio management and related advisory services. The firm combines fundamental and technical analysis in managing concentrated portfolios and operates as both a registered investment adviser and affiliated broker-dealer.
Bruce K
Series 63
Madison, WI
Buttonwood Partners, Inc.
Bruce Krueger is a financial advisor at Buttonwood Partners, Inc. in Madison, WI, holding a Series 63 designation and bringing 46 years of industry experience. He has been with Buttonwood Partners since 1990. Buttonwood Partners primarily serves high-net-worth individuals and various entities, including pension and profit-sharing trusts, charitable organizations, and corporations, offering continuous discretionary portfolio management and related advisory services. The firm combines fundamental analysis with occasional technical factors to manage concentrated, discretionary portfolios and operates as both a registered investment adviser and affiliated broker-dealer.
Susan L
Series 66
Madison, WI
Buttonwood Partners, Inc.
Susan Lawton is a financial advisor at Buttonwood Partners, Inc. in Madison, WI, holding a Series 66 designation with 14 years of industry experience. She has been with Buttonwood Partners since 2008. Buttonwood Partners primarily serves high-net-worth individuals and various entities, offering discretionary portfolio management and related advisory services. The firm employs fundamental analysis and manages concentrated portfolios, functioning as both a registered investment adviser and an affiliated broker-dealer.
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