Buckingham Asset Management, LLC

Buckingham Asset Management, LLC (CRD# 143323) is a financial advisory firm headquartered in Saint Louis, MO. They manage $7,681,247,540 in 14,433 accounts and serve the financial needs of clients across 50 states (or territories).

By the Numbers
  • Total Assets Under Management
    7,681
    MILLION
  • 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
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 Asset Management, LLC
Showing 1 - 10 of 105 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 Asset Management, LLC in Houston, TX and has over 6 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
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 Asset Management, LLC in Saint Louis, MO and has over 6 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.

3
Edward S. Cho
CRD#: 4919154
2445 Faber Place, Suite 250, Palo Alto, CA 94303
96
Wealthminder
score

Edward Cho (CRD# 4919154) is an Investment Advisor Representative working at Buckingham Asset Management, LLC in Palo Alto, CA and has over 13 years of experience in the finance industry. Edward Cho 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
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 Asset Management, LLC in Indianapolis, IN and has over 20 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.

5
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 Asset Management, LLC in Saint Louis, MO and has over 10 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.

6
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 Asset Management, LLC in Saint Louis, MO and has over 14 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.

7
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 Asset Management, LLC in Saint Louis, MO and has over 12 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.

8
Jeffrey W. Eschman
CRD#: 5260010
2415 Sunset Bouvelard, Houston, TX 77005
96
Wealthminder
score

Jeffrey Eschman (CRD# 5260010) is an Investment Advisor Representative working at Buckingham Asset Management, LLC in Houston, TX and has over 10 years of experience in the finance industry. Jeffrey Eschman 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
Katherine E. Frokedal
CRD#: 5528858
8888 Keystone Crossing Blvd, Suite 1111, Indianapolis, IN 46240
96
Wealthminder
score

Katherine Frokedal (CRD# 5528858) is an Investment Advisor Representative working at Buckingham Asset Management, LLC in Indianapolis, IN and has over 8 years of experience in the finance industry. Katherine Frokedal 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
Nicole M. Gould
CRD#: 5403675
788 Morris Turnpike, Suite 200, Short Hills, NJ 07078
96
Wealthminder
score

Nicole Gould (CRD# 5403675) is an Investment Advisor Representative working at Buckingham Asset Management, LLC in Short Hills, NJ and has over 9 years of experience in the finance industry. Nicole Gould 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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