Brian
Brush
Buckingham Strategic Wealth, LLC
Answer a few questions and
get matched with an advisor.
About this Advisor
Brian Brush is a certified financial planner who works out of Kansas City, Missouri with a total of 1 year of relevant experience. Brush currently works for Buckingham Strategic Wealth, LLC. During their career, the advisor has held roles at Cornerstone Wealth Advisors, LLC, H&R Block, Buckingham Strategic Wealth, LLC and Lumia Wealth, LLC (Formerly Cornerstone Wealth Advisors, LLC). Brush maintains Series 63 and Series 65 licenses, certifying them as both a securities agent and an investment advisor representative, and is approved to operate in Kansas, Missouri and Texas. Buckingham Strategic Wealth, LLC is a company operating out of Saint Louis, MO. The investment advisory business has offices in 48 locations and a total of 584 employees. It oversees $22 billion in assets between its 42,145 client accounts, making it one of the biggest investment advisory firms in the United States by assets under management. The firm provides financial advisory services to 60 charities and foundations. Of its 42,145 client accounts, 45% are held by high-net-worth investors who have more than $1 million in assets. Buckingham Strategic Wealth, LLC performs a number 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 charged by financial advisors depend on which services the firm provides the client. However, fees billed by Buckingham Strategic Wealth, LLC can be comprised of some blend of asset-based, hourly and fixed fees.
Certifications and Registrations
Years Registered*
Services Offered
Fee Structure
Office Location
Not sure which advisor is right for you? Use our matching tool.
Our matching tool simplifies the process of finding a financial advisor. To match you with top financial advisors nearby, we ask you a series of questions about your retirement plans, life status, investment goals and advisor preferences, which are all important topics to consider when choosing a financial advisor. Based on that information, we match you with financial advisors near you who suit your needs. Our matching tool has connected more individuals with financial advisors than any other service in the U.S. Click here to get matched with an advisor today.
Buckingham Strategic Wealth, LLC Brokerage Details
$22,079,589,963
584
42,145
$523,896
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 Brush Work History
Brian has been registered as a financial advisor for 1 years.*
Buckingham Strategic Wealth, LLC
Cornerstone Wealth Advisors, LLC
Lumia Wealth, LLC (Formerly Cornerstone Wealth Advisors, LLC)
H&R Block
*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 Brian Brush 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
Deerfield, IL
Saint Louis, MO
Saint Louis, MO
Bend, OR
Saint Louis, MO
Saint Louis, MO
Bethesda, MD
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.
The named financial professional and firm have not reviewed, approved, or endorsed this profile and are not responsible for its accuracy. Profile content is produced by SmartAsset independently of any business relationships that might exist between SmartAsset and the named financial professional and firm. Financial professionals and firms having business relationships with SmartAsset receive no special treatment or consideration in SmartAsset’s profiles.
This profile may include a firm or advisor that has a business relationship with SmartAsset, in which SmartAsset is compensated for lead referrals. SmartAsset is not a client of the aforementioned firms or advisors. SmartAsset did not receive compensation for including any of the firms or advisors in the aforementioned profile.
This page contains links to SmartAsset’s financial advisor matching tool, which may or may not match you with the advisor or firm mentioned in this profile. The matching tool does not include all available advisors and firms and matches based on specific criteria (investable assets, geography, and willingness to work with a remote advisor).
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.
