Cheryl
Povalla

Buckingham Strategic Wealth, LLC

CRD#5573343
Investment Advisor
in Deerfield, IL

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About this Advisor

Cheryl Povalla is a certified financial planner who works in Deerfield, Illinois with 5 years of industry experience. Povalla is on the advisory team at Buckingham Strategic Wealth, LLC. During their career, Povalla has held roles at Stevens Wealth Management and Buckingham Asset Management, LLC. Povalla maintains a Series 63 license, which qualifies them as a securities representative, and is able to advise clients in Illinois. Buckingham Strategic Wealth, LLC is a financial advisory business that has its headquarters in Saint Louis, MO. The investment advisory business has offices in 48 locations and a total of 584 employees. It has $22 billion in assets between its 42,145 customer accounts, making it one of the biggest investment advisory firms in the United States by assets under management. The firm advises 60 charities and foundations. Of its 42,145 client accounts, 45% are held by high-net-worth investors who have at least $1 million in assets available to invest. The business offers a number of services, including financial planning services, portfolio management for individuals and small businesses, portfolio management for institutional clients, pension consulting services and selection of other advisers. Financial advisory fees largely are based on the type of services provided. Fees billed by Buckingham Strategic Wealth, LLC likely are comprised of asset-based, hourly and fixed fees.

Certifications and Registrations

Series 63, CERTIFIED FINANCIAL PLANNER™

Years Registered*

5 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

500 Lake Cook Road Suite 350
Deerfield, IL 60015

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Buckingham Strategic Wealth, LLC Brokerage Details

Total Assets Under Management

$22,079,589,963

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

584

IL Average: 458
Total Number of Accounts

42,145

IL Average: 33,415
Average Account Size

$523,896

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

Cheryl Povalla Work History

Cheryl has been registered as a financial advisor for 5 years.*

2018 - Present (6 years)

Buckingham Asset Management, LLC

2013 - 2017 (4 years)

Stevens Wealth Management

*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 Cheryl Povalla 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

Jada Diedrich
Saint Louis, MO
Mary Ryan
Saint Louis, MO
Brian Riggs
Saint Louis, MO
Christopher Rodgers
Indianapolis, IN
Mary Ericksen
Bend, OR
Mallory Harrell
Saint Louis, MO
Omar Roman
Saint Louis, MO
Edward Gray
Deerfield, IL

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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