Buckingham Strategic Wealth

Buckingham Strategic Wealth (CRD# 143323) is a financial advisory firm headquartered in Saint Louis, MO. They manage $9,977,270,294 in 18,914 accounts and serve the financial needs of clients across 50 states (or territories).

By the Numbers
  • Total Assets Under Management
    9,977
    MILLION
  • Total Number of Accounts
    18,914
    ACCOUNTS
  • Average Account Value
    $527,507
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
Advisors affiliated with a RIA are permitted to work with up to five clients in nearly-all states* without explicit registration. The map below shows states where this firm has explicit registration only.

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

Financial Advisors at Buckingham Strategic Wealth
Showing 1 - 10 of 167 top financial advisors.
1
Emily P. Allen
CRD#: 5528072
2415 Sunset Boulevard, Houston, TX 77005
96
Wealthminder
score

Emily Allen (CRD# 5528072) is an Investment Advisor Representative working at Buckingham Strategic Wealth in Houston, TX and has over 8 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.

2
Mark E. Autterson
CRD#: 2112299
8182 Maryland Avenue, Suite 500, Saint Louis, MO 63105
96
Wealthminder
score

Mark Autterson (CRD# 2112299) is an Investment Advisor Representative working at Buckingham Strategic Wealth in Saint Louis, MO and has over 27 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.

3
Erica N. Bouchard
CRD#: 5788498
8182 Maryland Avenue, Suite 500, Saint Louis, MO 63105
96
Wealthminder
score

Erica Bouchard (CRD# 5788498) is an Investment Advisor Representative working at Buckingham Strategic Wealth in Saint Louis, MO and has over 8 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.

4
Susan E. Chesson
CRD#: 4634753
11325 Random Hills Road, Suite 210, Fairfax, VA 22030
96
Wealthminder
score

Susan Chesson (CRD# 4634753) is an Investment Advisor Representative working at Buckingham Strategic Wealth in Fairfax, VA and has over 6 years of experience in the finance industry. Susan Chesson 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.

5
Michael L. Clayman
CRD#: 2708770
8888 Keystone Crossing Blvd, Suite 1111, Indianapolis, IN 46240
96
Wealthminder
score

Michael Clayman (CRD# 2708770) is an Investment Advisor Representative working at Buckingham Strategic Wealth in Indianapolis, IN and has over 22 years of experience in the finance industry. Michael Clayman 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.

6
Scot A. Colgrove
CRD#: 5050347
8182 Maryland Avenue, Suite 500, Saint Louis, MO 63105
96
Wealthminder
score

Scot Colgrove (CRD# 5050347) is an Investment Advisor Representative working at Buckingham Strategic Wealth in Saint Louis, MO and has over 12 years of experience in the finance industry. Scot Colgrove 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.

7
Katherine F. Collins
CRD#: 5528858
8888 Keystone Crossing Blvd, Suite 1111, Indianapolis, IN 46240
96
Wealthminder
score

Katherine Collins (CRD# 5528858) is an Investment Advisor Representative working at Buckingham Strategic Wealth in Indianapolis, IN and has over 10 years of experience in the finance industry. Katherine Collins 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.

8
James A. Cornfeld
CRD#: 4479842
8182 Maryland Avenue, Suite 500, Saint Louis, MO 63105
96
Wealthminder
score

James Cornfeld (CRD# 4479842) is an Investment Advisor Representative working at Buckingham Strategic Wealth in Saint Louis, MO and has over 16 years of experience in the finance industry. James Cornfeld 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.

9
Tammy L. Courtney
CRD#: 4763411
8182 Maryland Avenue, Suite 500, Saint Louis, MO 63105
96
Wealthminder
score

Tammy Courtney (CRD# 4763411) is an Investment Advisor Representative working at Buckingham Strategic Wealth in Saint Louis, MO and has over 14 years of experience in the finance industry. Tammy Courtney 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.

10
Elliot D. Dole
CRD#: 4297125
8182 Maryland Avenue, Suite 500, Saint Louis, MO 63105
96
Wealthminder
score

Elliot Dole (CRD# 4297125) is an Investment Advisor Representative working at Buckingham Strategic Wealth in Saint Louis, MO and has over 13 years of experience in the finance industry. Elliot Dole 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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