Andrew
Schneider

Buckingham Strategic Wealth, LLC

CRD#7129652
Investment Advisor
in Bourbonnais, IL

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About this Advisor

Andrew Schneider is a financial advisor based in Bourbonnais, Illinois, working with Buckingham Strategic Wealth, LLC. Andrew has previously held positions at Olivet Nazarene University, Ozinga, Midland States Bank, Rjm Wealth Management Inc, and Buckingham Strategic Wealth, LLC. Andrew has passed the Series 66 regulatory exam and is registered to provide services in Illinois. Currently, Andrew is part of Buckingham Strategic Wealth, LLC, which operates out of Bourbonnais, Illinois. 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 66, CERTIFIED FINANCIAL PLANNER™

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

1605 North Convent Steet
Bourbonnais, IL 60914

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Buckingham Strategic Wealth, LLC Brokerage Details

Total Assets Under Management

$28,824,339,793

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

645

IL Average: 458
Total Number of Accounts

50,014

IL Average: 33,415
Average Account Size

$576,325

IL 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

Andrew Schneider Work History

2020 - Present (4 years)

Buckingham Strategic Wealth, LLC

2019 - 2020 (1 year)

Rjm Wealth Management Inc

2017 - 2017 (< 1 year)

Ozinga

2017 - 2019 (2 years)

Midland States Bank

2013 - 2017 (4 years)

Olivet Nazarene University

Disclosures

Please visit the SEC profile of Andrew Schneider 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

Matthew Mckeand
Saint Louis, MO
Daniel Campbell
Saint Louis, MO
Kristi Tidwell
Deerfield, IL
Zachary Harmon
Saint Louis, MO
Austin Vuichard
Saint Louis, MO
Adam Dunavant
Kansas City, MO
Devon Sherwood
Portland, OR
Waiyee Wong
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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