Mark
Autterson

Buckingham Strategic Wealth, LLC

CRD#2112299
Investment Advisor
in Denver, CO

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About this Advisor

Mark Autterson is a certified financial planner and personal financial specialist operating out of Denver, Colorado with 6 years of industry experience. Autterson is an employee of Buckingham Strategic Wealth, LLC. Autterson has gained experience at Buckingham Asset Management, LLC, Win Wealth Management, Inc and Winterscheidt & Autterson, Llp. Autterson has a Series 63 license, which qualifies them as a securities representative, and is approved to advise clients in Colorado. Buckingham Strategic Wealth, LLC is a firm that has its headquarters in Saint Louis, MO. The investment advisory business has offices in 48 locations and a total of 584 employees. It oversees $22 billion in assets across its 42,145 client accounts, making it one of the largest investment advisory firms in the country by assets under management. The firm advises 60 charities and foundations. Of its 42,145 customer accounts, 45% are held by high-net-worth individuals who have greater than $1 million in investable assets. The advisory firm provides a broad array of services, such as financial planning services, portfolio management for individuals and small businesses, portfolio management for institutional clients, pension consulting services and selection of other advisers. Fees for financial advice typically are based on which services the firm provides the client. However, fee types billed by Buckingham Strategic Wealth, LLC likely include asset-based, hourly and fixed fees.

Certifications and Registrations

Series 63, CERTIFIED FINANCIAL PLANNER™, Personal Financial Specialist

Years Registered*

6 years

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

$22,079,589,963

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

584

CO Average: 458
Total Number of Accounts

42,145

CO Average: 33,415
Average Account Size

$523,896

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

Mark has been registered as a financial advisor for 6 years.*

2017 - Present (7 years)

Buckingham Asset Management, LLC

2005 - Present (19 years)

Winterscheidt & Autterson, Llp

2003 - 2017 (14 years)

Win Wealth Management, Inc

*The number of years registered in this profile is calculated by taking the year of an advisor's first active registration and subtracting it from the current year.

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

Mary Ryan
Saint Louis, MO
Adam Dunavant
Kansas City, MO
Christopher Rodgers
Indianapolis, IN
Mary Ericksen
Bend, OR
Michael Indart
Santa Rosa, CA
Cheryl Povalla
Deerfield, IL
Edward Gray
Deerfield, IL
Amanda Merrill
Saint Louis, MO

The content in this profile was updated by SmartAsset on 4/16/2023. 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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