Robert Bute - MBA, CFF®, NSSA®

Robert Bute - MBA, CFF®, NSSA®

SGT

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  • Timeline

  • About me

    Owner, Destiny Investments, LLC - We help the community with structuring their retirement resources, to address the financial and insurance needs of retirement, by understanding their individual retirement vision.

  • Education

    • Tulane University - A.B. Freeman School of Business

      1996 - 1998
      MBA Finance
    • Nicholls State University

      1984 - 1987
      BS Life Sciences and Technology
  • Experience

    • United States Marine Corps

      Jan 1975 - Jan 1979
      SGT

      Provided training and operation of land based launch and recovery equipment for military aircraft.

    • Various Oil Industry Organizations

      Jan 1979 - Jan 1990
      Engineering and Field Operations

      Field Operations - Offshore production specialist for dual operations and production facilities.Engineering - Provided engineering design and equipment specification for offshore production facilities and onshore production gathering facilities.

    • Mobil

      Jan 1990 - Jan 2000
      Technology/Business Analyst functions

      Technology - MMS liaison and implemented SEMP for offshore production facilities.Business Analyst - Provided variance reporting for refinery PSM and strategic alliances associated with operations and turnaround services.

    • Salomon Smith Barney

      Oct 2000 - Mar 2005
      Financial Consultant

      Developed plans and recommended specific investment vehicles to meet financial goals for professionals, pre-retirees, retirees and business owners.

    • H&R Block Financial Advisors

      Mar 2005 - Aug 2006
      Financial Advisor

      Developed plans and recommended specific investment vehicles to meet financial goals for professionals, pre-retirees, retirees and business owners.

    • Destiny Investments

      Aug 2006 - now
      Financial Advisor

      Financial Advisor, MBA, NSSA, CFF - Independent Financial GroupMr. Bute has been helping investors protect their assets and invest wisely for over 20 years. His practice focuses on helping retirees and those preparing to retire protect their principal and develop retirement strategies that has the potential to last a lifetime. Mr. Bute is a three time recipient of the “Five Star Wealth Manager” designation (2013, 2014, 2015) and he holds the National Social Security Advisor and Certified Financial Fiduciary designations.Securities and advisory services offered through Independent Financial Group, LLC (IFG) a Registered Broker-Dealer and Registered Investment Adviser. Member FINRA/SIPC. OSJ Branch: 12671 High Bluff Drive, Suite 200, San Diego, CA 92130. Destiny Investments, NSSA, CFF and IFG are not affiliated.The content is developed from sources believed to be providing accurate information. The information in this material is not intended as tax or legal advice. Please consult legal or tax professionals for specific information regarding your individual situation. The opinions expressed and material provided are for general information and should not be considered a solicitation for the purchase or sale of any security.Broker-Dealer Privacy Policy: https://ifgsd.com/privacy-policy/Registered to offer securities in the following states: LA, TX, AL, MS, FL, MD, KYInsurance licensed: LA, MS, AL Show less

    • Destiny Investiments

      Jan 2013 - Jan 2016
      Five Star Professional Disclosure

      Five Star Professional, as a third party research firm, identified pre-qualified award candidates based on industry data and contacted all identified broker dealers, Registered Investment Advisor firms and FINRA-registered representatives to gather wealth manager nominations. Self-nominations are not accepted. Award candidates are then evaluated against 10 objective eligibility and evaluation criteria associated with wealth managers who provide quality services to their clients such as client retention rates, client assets administered, firm review and a favorable regulatory and complaint history. Five Star Professional determines the final list of Five Star Wealth Managers. • Five Star Wealth Managers do not pay a fee to be included in the research or the final list of Five Star Wealth Managers. • The Five Star award is not indicative of the wealth managers’ future performance. Working with a Five Star Wealth Manager, or any wealth manager, is no guarantee as to future investment success, nor is there any guarantee that the selected wealth managers will be awarded this accomplishment by Five Star Professional in the future. • The inclusion of a wealth manager on the Five Star Wealth Manager list should not be construed as an endorsement of the wealth manager by Five Star Professional or the magazine. • The award methodology does not evaluate the quality of services provided. For more information on the Five Star award and the research/selection methodology, go to fivestarprofessional.com. Show less

  • Licenses & Certifications

    • National Social Security Advisor Certificate

      Premier Social Security Consulting, LLC
      Sept 2014
      View certificate certificate
    • Certified Financial Fiduciary

      National Association of Certified Financial Fiduciaries
      Dec 2018
      View certificate certificate
  • Honors & Awards

    • Awarded to Robert Bute - MBA, CFF®, NSSA®
      2015 Five Star Wealth Manager Five Star Professional Jun 2015
    • Awarded to Robert Bute - MBA, CFF®, NSSA®
      2014 Five Star Wealth Manager Five Star Professional Jun 2014
    • Awarded to Robert Bute - MBA, CFF®, NSSA®
      2013 Five Star Wealth Manager Five Star Professional Jun 2013 Recognized by the largest and most widely published wealth manager award program in North America. Selection is the result of a rigorous research process that included a regulatory and consumer complaint review, and an evaluation of objective criteria associated with wealth managers who provide quality services to their clients.
  • Volunteer Experience

    • Golf Tournament Committee

      Issued by American Cancer Society on Jan 2006
      American Cancer SocietyAssociated with Robert Bute - MBA, CFF®, NSSA®