Buckingham Strategic Wealth, LLC
Buckingham Strategic Wealth, LLC (CRD# 143323) is a financial advisory firm headquartered in Saint Louis, MO. They manage $19,993,621,464 in 40,028 accounts and serve the financial needs of clients across 51 states (or territories).
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Total Assets Under Management19,994MILLION
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Total Number of Accounts40,028ACCOUNTS
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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
Jonathan Abner (CRD# 5460684) is an Investment Advisor Representative working at Buckingham Strategic Wealth, LLC in Saint Louis, MO and has over 15 years of experience in the finance industry.
Emily Allen (CRD# 5528072) is an Investment Advisor Representative working at Buckingham Strategic Wealth, LLC in Houston, TX and has over 13 years of experience in the finance industry. Emily Allen 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.
Mark Autterson (CRD# 2112299) is an Investment Advisor Representative working at Buckingham Strategic Wealth, LLC in Denver, CO and has over 32 years of experience in the finance industry. Mark Autterson 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.
Mary Baldwin (CRD# 3082166) is an Investment Advisor Representative working at Buckingham Strategic Wealth, LLC in Saint Louis, MO and has over 24 years of experience in the finance industry. Mary Baldwin 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.
Ryan Berning (CRD# 6755794) is an Investment Advisor Representative working at Buckingham Strategic Wealth, LLC in Portland, OR and has over 6 years of experience in the finance industry. Ryan Berning 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.
Jeremy Bleyenberg (CRD# 5529894) is an Investment Advisor Representative working at Buckingham Strategic Wealth, LLC in Saint Louis, MO and has over 14 years of experience in the finance industry.
Thomas Bodin (CRD# 5906520) is an Investment Advisor Representative working at Buckingham Strategic Wealth, LLC in Indianapolis, IN and has 1 year of experience in the finance industry. Thomas Bodin 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.
Erica Bouchard (CRD# 5788498) is an Investment Advisor Representative working at Buckingham Strategic Wealth, LLC in Saint Louis, MO and has over 12 years of experience in the finance industry. Erica Bouchard 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.
Dorothy Bourlier (CRD# 1897657) is an Investment Advisor Representative working at Buckingham Strategic Wealth, LLC in Saint Louis, MO and has over 34 years of experience in the finance industry. Dorothy Bourlier 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.