Theresa Rowland, financial advisor Bourbonnais IL
96 score

Theresa Rowland

CRD Number: 5488198
Current Firm: Buckingham Asset Management, LLC

Theresa Rowland (CRD# 5488198) is an Investment Advisor Representative working at Buckingham Asset Management, LLC in Bourbonnais, IL and has over 9 years of experience in the finance industry. Theresa Rowland 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.

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Professional Designations
Company Name Location Dates Years
Buckingham Asset Management, LLC Clayton, MO Apr 2016 - Current < 1
Solutions For Wealth Management Bourbonnais, IL Jan 2007 - Mar 2016 9
Smith, Koelling, Dykstra Bourbonnais, IL Sep 2005 - Dec 2006 1
Exam Code Name Passed Date
S65 NASAA Investment Advisors Law Examination Nov 2007
Contact Info for Theresa L. Rowland
Phone Number: 314-725-0455
Registered State(s):
  • IL
By the Numbers
  • Total Assets Under Management
    7,681
    MILLIONS
  • Total Number of Accounts
    14,433
    ACCOUNTS
  • Average Account Value
    $532,200
Compensation Options
  • A percentage of assets under your management
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • 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)
Types of Clients
Registered States

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

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BADGES
96
Clean Record
This advisor has a clean track record with regulators.

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