Talen W. Butler, FPQP®
Associate Portfolio Manager
About Talen W. Butler
- Grew up in the Quad Cities and graduated from Orion High School.
- Attended University of Iowa, earned a Finance degree
- Served on Iowa’s Henry Fund, gaining hands-on investment experience
- Enjoys traveling with family, friends, and his girlfriend Ava
- In free time – loves to exercise, practice martial arts, and playing soccer- looking for a Sunday league team
- Holds the FPQP designation and is actively pursuing Series 65 and CFA.
Favorite
Travel
Destination
Penang, Malaysia
A place close to my heart where I visit family and friends. Feels like my 2nd home.
Favorite
Soccer
Team
Man United
My grandpa’s team, passed down to me.
Favorite
New
Hobby
Cooking
Now that college is over- no more Ramen. Always looking for good recipe recommendations
Favorite
Date
Spot
Miss Phay’s in Davenport
We love everything on the menu.
My
Pet
Mr. Pickles
My little dog that’s always ready to celebrate big wins.
Languages
I
Speak
English, Hokkien, and Mandarin (in progress)
2.5, depending on how generous you’re being
*Individuals who hold the FPQP® designation have completed a course of study encompassing the financial planning process, the five disciplines of financial planning, and general financial planning concepts, terminology, and product categories. Additionally, individuals must pass an end-of-course examination that tests their ability to synthesize complex concepts and apply theoretical concepts to real-life situations. All designees have agreed to adhere to Standards of Professional Conduct and are subject to a disciplinary process. Designees renew their designation every two years by completing 16 hours of continuing education, reaffirming adherence to the Standards of Professional Conduct, and complying with self-disclosure requirements.