Andrew Waite, financial advisor Lincoln NE

Andrew Waite

CRD Number: 4245580
Current Firm: Buckingham Strategic Wealth, LLC

Andrew Waite (CRD# 4245580) is an Investment Advisor Representative working at Buckingham Strategic Wealth, LLC in Lincoln, NE and has over 19 years of experience in the finance industry. Andrew Waite 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 St. Louis, MO Apr 2017 - Current 3
Executive Wealth Management Lincoln, NE Oct 2015 - Mar 2017 1
Lpl Financial, LLC Lincoln, NE Jun 2014 - Mar 2017 2
Lpl Financial LLC Lincoln, NE Jun 2014 - Mar 2017 2
American Express Financial Advisors Lincoln, NE Jul 2000 - Jun 2014 13
Exam Code Name Passed Date
S66 NASAA Uniform Combined State Law Examination Apr 2001
Contact Info for Andrew E. Waite
Phone Number: 314-725-0455
Registered State(s):
  • NE
By the Numbers
  • Total Assets Under Management
    16,161
    MILLIONS
  • Total Number of Accounts
    30,408
    ACCOUNTS
  • Average Account Value
    $531,479
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • 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, WY

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