Wendy CFP

President at BuckinghamAdvisor - Clayton, MO, US

Wendy CFP's Colleagues at BuckinghamAdvisor
Kent Schmidgall

wealth advisor and advisory team leader

Contact Kent Schmidgall

Larry Swedroe

Principal and Director of Research

Contact Larry Swedroe

Lantz Stringham

partner, chief investment officer

Contact Lantz Stringham

Kathleen CFP

Chief Executive Officer

Contact Kathleen CFP

Jason IACCP

Shareholder, Director of Operations

Contact Jason IACCP

Jared CFA

Chief Investment Officer

Contact Jared CFA

Aaron CFP

Managing Director, Experience Integration

Contact Aaron CFP

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Wendy CFP's Contact Details
HQ
314-725-0455
Location
Company
BuckinghamAdvisor
Wendy 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 Wendy CFP
Wendy CFP currently works for Buckingham Strategic Wealth.
Wendy CFP's role at Buckingham Strategic Wealth is President.
Wendy CFP's email address is ***@buckinghamadvisor.com. To view Wendy CFP's full email address, please signup to ConnectPlex.
Wendy CFP works in the Investment Management industry.
Wendy CFP's colleagues at BuckinghamAdvisor are Kent Schmidgall, Larry Swedroe, Lantz Stringham, Kathleen CFP, Jason IACCP, Jared CFA, Aaron CFP and others.
Wendy CFP's phone number is 314-725-0455
See more information about Wendy CFP