Brett Callies

Onboarding & Integration Operations Specialist at BuckinghamAdvisor - Clayton, MO, US

Brett Callies's Colleagues at BuckinghamAdvisor
Kevin Yee

Associate Wealth Advisor

Contact Kevin Yee

Sandy Dhom

Client Relationship Specialist

Contact Sandy Dhom

Martin Stephenitch

Client Relationship Specialist

Contact Martin Stephenitch

Grant CRPS

Retirement Plan Associate

Contact Grant CRPS

Dan Kean

Associate Wealth Advisor

Contact Dan Kean

Lindsay Kobus

Associate Wealth Advisor

Contact Lindsay Kobus

View All Brett Callies's Colleagues
Brett Callies's Contact Details
HQ
314-725-0455
Location
Company
BuckinghamAdvisor
Brett Callies's Company Details
BuckinghamAdvisor logo, BuckinghamAdvisor contact details

BuckinghamAdvisor

Clayton, MO, US • 250 - 499 Employees
Financial Services

We are Buckingham Strategic Wealth, a growing organization of advisors, financial specialists and national thought leaders committed to delivering on the promise of true wealth management. As a Registered Investment Advisor, the essence of our approach is based on a pledge to act in the best interest of our clients, including individuals, businesses, trusts, non-profit organizations, healthcare professionals and retirement plans. We put the power of evidence-based investing and thoughtful, multi-faceted planning to work for our clients, helping them safeguard their financial futures and achieve their most important goals.Buckingham Strategic Wealth is a registered investment advisor with the Securities and Exchange Commission. Registration does not imply any level of skill or training. Additional information about Buckingham Strategic Wealth is also available on the SEC's website at www.advisorinfo.sec.gov. You can search this site by a unique identifying number, known as a CRD number. Buckingham Strategic Wealth's CRD number is 143323.

investment management wealth management fixed income risk management advanced planning investor education institutional investing retirement plan management Investment Bank/Securities Brokerage Financial Advisory Services Financial Services
Details about BuckinghamAdvisor
Frequently Asked Questions about Brett Callies
Brett Callies currently works for Buckingham Strategic Wealth.
Brett Callies's role at Buckingham Strategic Wealth is Onboarding & Integration Operations Specialist.
Brett Callies's email address is ***@buckinghamadvisor.com. To view Brett Callies's full email address, please signup to ConnectPlex.
Brett Callies works in the Investment Management industry.
Brett Callies's colleagues at BuckinghamAdvisor are Kevin Yee, Sandy Dhom, Martin Stephenitch, Grant CRPS, Dan Kean, Anita Muminovic, Lindsay Kobus and others.
Brett Callies's phone number is 314-725-0455
See more information about Brett Callies