Brian
Roemke
Buckingham Strategic Wealth, LLC
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About this Advisor
Brian Roemke is a financial advisor based in Indianapolis, Indiana, working with Buckingham Strategic Wealth, LLC. Brian has previously held positions at Pruco Securities, LLC, Carmel Police Department, Prudential Insurance Company Of America, and Buckingham Asset Management, LLC. Brian has passed the Series 65 and Series 63 regulatory exams and is registered to provide services in Indiana. Currently, Brian is part of Buckingham Strategic Wealth, LLC, which operates out of Indianapolis, Indiana. 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
Services Offered
Fee Structure
Office Location
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Buckingham Strategic Wealth, LLC Brokerage Details
$28,824,339,793
645
50,014
$576,325
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
Brian Roemke Work History
Buckingham Asset Management, LLC
Pruco Securities, LLC
Prudential Insurance Company Of America
Carmel Police Department
Disclosures
Please visit the SEC profile of Brian Roemke to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.
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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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