Buckingham Strategic Wealth, LLC

Buckingham Strategic Wealth, LLC (CRD# 143323) is a financial advisory firm headquartered in St Louis, MO. They manage $16,161,203,743 in 30,408 accounts and serve the financial needs of clients across 51 states (or territories).

By the Numbers
  • Total Assets Under Management
    16,161
    MILLION
  • 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
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, WY

Financial Advisors at Buckingham Strategic Wealth, LLC
Showing 1 - 10 of 227 top financial advisors.
1
Jonathan M. Abner
CRD#: 5460684
8182 Maryland Avenue, Suite 500, St Louis, MO 63105

Jonathan Abner (CRD# 5460684) is an Investment Advisor Representative working at Buckingham Strategic Wealth, LLC in St Louis, MO and has over 13 years of experience in the finance industry.

2
Emily P. Allen
CRD#: 5528072
2415 Sunset Boulevard, Houston, TX 77005

Emily Allen (CRD# 5528072) is an Investment Advisor Representative working at Buckingham Strategic Wealth, LLC in Houston, TX and has over 10 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.

3
Mark E. Autterson
CRD#: 2112299
8055 E. Tufts Ave., Suite 550, Denver, CO 80237

Mark Autterson (CRD# 2112299) is an Investment Advisor Representative working at Buckingham Strategic Wealth, LLC in Denver, CO and has over 29 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.

4
William J. Bender
CRD#: 4918533
8182 Maryland Avenue, Suite 500, St Louis, MO 63105

William Bender (CRD# 4918533) is an Investment Advisor Representative working at Buckingham Strategic Wealth, LLC in St Louis, MO and has over 15 years of experience in the finance industry.

5
Jeremy J. Bleyenberg
CRD#: 5529894
8182 Maryland Avenue, Suite 500, St Louis, MO 63105

Jeremy Bleyenberg (CRD# 5529894) is an Investment Advisor Representative working at Buckingham Strategic Wealth, LLC in St Louis, MO and has over 12 years of experience in the finance industry.

6
Thomas M. Bodin
CRD#: 5906520
8555 N. River Road, Suite 410, Indianapolis, IN 46240

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.

7
Erica N. Bouchard
CRD#: 5788498
8182 Maryland Avenue, Suite 500, St Louis, MO 63105

Erica Bouchard (CRD# 5788498) is an Investment Advisor Representative working at Buckingham Strategic Wealth, LLC in St Louis, MO and has over 10 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.

8
Cameron A. Bradshaw
CRD#: 6518811
8182 Maryland Avenue, Suite 500, St Louis, MO 63105

Cameron Bradshaw (CRD# 6518811) is an Investment Advisor Representative working at Buckingham Strategic Wealth, LLC in St Louis, MO and has over 5 years of experience in the finance industry.

9
Connie M. Brezik
CRD#: 4370819
111 W 2nd Street, Suite 608, Casper, WY 82601

Connie Brezik (CRD# 4370819) is an Investment Advisor Representative working at Buckingham Strategic Wealth, LLC in Casper, WY and has 1 year of experience in the finance industry. Connie Brezik 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
Brad M. Brisan
CRD#: 5702909
2763 Century Boulevard, Wyomissing, PA 19610

Brad Brisan (CRD# 5702909) is an Investment Advisor Representative working at Buckingham Strategic Wealth, LLC in Wyomissing, PA and has over 10 years of experience in the finance industry. Brad Brisan 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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