Ward
Irish

Buckingham Strategic Wealth, LLC

CRD#6044855
Investment Advisor
in Grand Ledge, MI

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About this Advisor

Ward Irish is a personal financial specialist based out of Grand Ledge, Michigan, with 2 years of relevant experience. Irish is on the advisory team at Buckingham Strategic Wealth, LLC. Their career trajectory has included roles at Siena Wealth Advisors, Siena Accounting Cpa, Pllc and Buckingham Strategic Wealth, LLC. Irish is approved to advise clients in Michigan and Texas. Buckingham Strategic Wealth, LLC is a financial advisory firm operating out of Saint Louis, MO. The investment advisory business has offices in 48 locations and a total of 584 employees. It administers $22 billion in assets under management among its 42,145 customer accounts, making it one of the biggest investment advisory firms in the United States by assets under management. The firm provides services to 60 charitable organizations. Of its 42,145 client accounts, 45% are held by high-net-worth investors who have greater than $1 million in investable assets. Buckingham Strategic Wealth, LLC offers a wide set 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. A financial advisor's fees depend on which services the firm provides the client. However, fees billed by Buckingham Strategic Wealth, LLC most likely include asset-based, hourly and fixed fees.

Certifications and Registrations

Personal Financial Specialist

Years Registered*

2 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

11973 Sweetwater Drive
Grand Ledge, MI 48837

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Buckingham Strategic Wealth, LLC Brokerage Details

Total Assets Under Management

$22,079,589,963

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

584

MI Average: 458
Total Number of Accounts

42,145

MI Average: 33,415
Average Account Size

$523,896

MI 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

Ward Irish Work History

Ward has been registered as a financial advisor for 2 years.*

2021 - Present (3 years)

Buckingham Strategic Wealth, LLC

2012 - 2021 (9 years)

Siena Wealth Advisors

2010 - 2021 (11 years)

Siena Accounting Cpa, Pllc

*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 Ward Irish 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

Donald Rochleau
Saint Louis, MO
Cheryl Povalla
Deerfield, IL
Jennifer Wiechel
Saint Louis, MO
Brian Riggs
Saint Louis, MO
Anita Muminovic
Saint Louis, MO
Adam Dunavant
Kansas City, MO
Amanda Merrill
Saint Louis, MO
Michael Indart
Santa Rosa, CA

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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