Kathleen CFP

Chief Executive Officer at BuckinghamAdvisor - Clayton, MO, US

Kathleen CFP's Colleagues at BuckinghamAdvisor
Jason IACCP

Shareholder, Director of Operations

Contact Jason IACCP

Jared CFA

Chief Investment Officer

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Aaron CFP

Managing Director, Experience Integration

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Jeffery Yorg

Managing Director of Compliance and Risk Associate General Counsel

Contact Jeffery Yorg

Don Rochleau

Director of Client Development

Contact Don Rochleau

Viktor Meinard

Broker/ Mandate / Loan Officer / Financial Services

Contact Viktor Meinard

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Kathleen CFP's Contact Details
HQ
314-725-0455
Location
Company
BuckinghamAdvisor
Kathleen CFP'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 Kathleen CFP
Kathleen CFP currently works for Confluence Wealth Management.
Kathleen CFP's role at Confluence Wealth Management is Chief Executive Officer.
Kathleen CFP's email address is ***@confluencewealth.com. To view Kathleen CFP's full email address, please signup to ConnectPlex.
Kathleen CFP works in the Financial Services industry.
Kathleen CFP's colleagues at BuckinghamAdvisor are Jason IACCP, Jared CFA, Aaron CFP, Meredith Boggess, Jeffery Yorg, Don Rochleau, Viktor Meinard and others.
Kathleen CFP's phone number is ["5419141588"]
See more information about Kathleen CFP