Connie BrezikCRD Number: 4370819
Current Firm: Buckingham Strategic Wealth, LLC
Connie Brezik (CRD# 4370819) is an Investment Advisor Representative working at Buckingham Strategic Wealth, LLC in Casper, WY and has 1 year of experience in the finance industry. Connie Brezik has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.
Mutual Advisors, LLC
Rbc Capital Markets, LLC
|Buckingham Asset Management, LLC||Clayton, MO||Oct 2015 - Current||7|
|Asset Strategies, Inc.||Casper, WY||Feb 2002 - Sep 2015||13|
Total Assets Under Management19,994MILLIONS
Total Number of Accounts40,028ACCOUNTS
Average Account Value$499,491
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses (other than small businesses) or institutional clients
- Pension consulting services
- Selection of other advisers (including private fund managers)
AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, RI, SC, SD, TN, TX, UT, VA, VT, WA, WI, WV, WY
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