Mary
Eakes

Buckingham Strategic Wealth, LLC

CRD#5600538
Investment Advisor
in Deerfield, IL

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About this Advisor

Mary Eakes is a financial advisor based in Deerfield, Illinois, working with Buckingham Strategic Wealth, LLC. Mary has previously held positions at Buckingham Asset Management, LLC and Stevens Wealth Management. Mary has passed the Series 65 regulatory exam and is registered to provide services in Illinois. Currently, Mary is part of Buckingham Strategic Wealth, LLC, which operates out of Deerfield, 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 65

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 205
Deerfield, IL 60015

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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

Mary Eakes Work History

2018 - Present (6 years)

Buckingham Asset Management, LLC

2002 - 2017 (15 years)

Stevens Wealth Management

Disclosures

Please visit the SEC profile of Mary Eakes 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

Tyler Hunter
Saint Louis, MO
Adam Dunavant
Kansas City, MO
Amanda Otto
Saint Louis, MO
Joseph Frontczak
Saint Louis, MO
Austin Vuichard
Saint Louis, MO
Matthew Mckeand
Saint Louis, MO
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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