Mark
Autterson

Buckingham Strategic Wealth, LLC

CRD#2112299
Investment Advisor
in Denver, CO

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About this Advisor

Mark Autterson is a financial advisor based in Denver, Colorado, working with Buckingham Strategic Wealth, LLC. Mark has previously held positions at Win Wealth Management, Inc, Winterscheidt & Autterson, LLP, and Buckingham Asset Management, LLC. Mark has passed the Series 63 regulatory exam and is registered to provide services in Colorado. Currently, Mark is part of Buckingham Strategic Wealth, LLC, which operates out of Denver, Colorado. The firm has 55 offices and 645 employees. The firm manages assets totaling $28.8 billion and serves a variety of clients, including charitable organizations and high-net-worth individuals. The services offered by the firm include financial planning services, portfolio management for individuals and small businesses, portfolio management for institutional clients, pension consulting services, and selection of other advisers. The fee structure at Buckingham Strategic Wealth, LLC includes asset-based, hourly, and fixed fees.

Certifications and Registrations

Series 63, CERTIFIED FINANCIAL PLANNER™, Personal Financial Specialist

Services Offered

Financial planning services, Portfolio management for individuals and/or small businesses, Portfolio management for businesses or institutional clients, Pension consulting services, Selection of other advisers

Fee Structure

Percentage of Assets, Hourly Charges, Fixed Fees

Office Location

8055 E. Tufts Ave. Suite 550
Denver, CO 80237

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Buckingham Strategic Wealth, LLC Brokerage Details

Total Assets Under Management

$28,824,339,793

CO Average: $11,469,110,461
Total Number of Employees

645

CO Average: 458
Total Number of Accounts

50,014

CO Average: 33,415
Average Account Size

$576,325

CO Average: $343,232

Investment Advisory Services

  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses or institutional clients
  • Pension consulting services
  • Selection of other advisers

Mark Autterson Work History

2017 - Present (7 years)

Buckingham Asset Management, LLC

2005 - Present (19 years)

Winterscheidt & Autterson, Llp

2003 - 2017 (14 years)

Win Wealth Management, Inc

Disclosures

Please visit the SEC profile of Mark Autterson to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.

Financial Advisors at Buckingham Strategic Wealth, LLC

Waiyee Wong
Saint Louis, MO
Michael Clayman
Indianapolis, IN
Amanda Otto
Saint Louis, MO
Joseph Frontczak
Saint Louis, MO
Austin Vuichard
Saint Louis, MO
Jack Moore
Ridgeland, MS
Devon Sherwood
Portland, OR
Michael Heiser
Saint Louis, MO

The content in this profile was updated by SmartAsset on 6/19/2024. All advisor details come from publicly available data, and we cannot guarantee the accuracy of the content. We are unable to make individual profile updates. If you want your profile removed temporarily or permanently, please contact profile-compliance@smartasset.com.

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Certified Financial Planner Board of Standards, Inc. (CFP Board) owns the certification marks CFP® and CERTIFIED FINANCIAL PLANNER™ in the United States, which it authorizes the use of by individuals who successfully complete CFP Board’s initial and ongoing certification requirements.

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