Adam
Dunavant

Buckingham Strategic Wealth, LLC

CRD#7580553
Investment Advisor
in Kansas City, MO

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About this Advisor

Adam Dunavant is a financial advisor working in Kansas City, Missouri with a total of 1 year of industry experience. Dunavant is an advisor for Buckingham Strategic Wealth, LLC. Dunavant has gained experience at Gfi Digital, Mobile Doctors, Walsworth Publishing, Ymca Of Greater Kansas City, Bare Bones Smokin' Bbq and Buckingham Strategic Wealth, LLC. Dunavant maintains a Series 65 license, qualifying them as an investment advisor representative, and is approved to work in Missouri. Buckingham Strategic Wealth, LLC is a financial advisory firm headquartered in Saint Louis, MO. The investment advisory business has offices in 48 locations and a total of 584 employees. It handles $22 billion in assets under management across its 42,145 accounts, making it one of the largest investment advisory firms in the country by assets under management. The firm advises 60 charities and foundations. Of its 42,145 customer accounts, 45% are associated with high-net-worth clients who have at least $1 million in investable assets. Buckingham Strategic Wealth, LLC performs a diverse range 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. Fees charged by financial advisors are based on the financial services offered. Fees billed by Buckingham Strategic Wealth, LLC may include asset-based, hourly and fixed fees.

Certifications and Registrations

Series 65

Years Registered*

1 year

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

420 W 98Th Street
Kansas City, MO 64114

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Buckingham Strategic Wealth, LLC Brokerage Details

Total Assets Under Management

$22,079,589,963

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

584

MO Average: 458
Total Number of Accounts

42,145

MO Average: 33,415
Average Account Size

$523,896

MO 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

Adam Dunavant Work History

Adam has been registered as a financial advisor for 1 years.*

2022 - Present (2 years)

Buckingham Strategic Wealth, LLC

2015 - 2017 (2 years)

Bare Bones Smokin' Bbq

2014 - 2022 (8 years)

Ymca Of Greater Kansas City

2013 - 2013 (< 1 year)

Gfi Digital

2013 - 2013 (< 1 year)

Mobile Doctors

2013 - 2014 (1 year)

Walsworth Publishing

*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 Adam Dunavant 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

Mary Ryan
Saint Louis, MO
Adam Dunavant
Kansas City, MO
Christopher Rodgers
Indianapolis, IN
Jada Diedrich
Saint Louis, MO
Michael Indart
Santa Rosa, CA
Cheryl Povalla
Deerfield, IL
Brian Riggs
Saint Louis, MO
Amanda Merrill
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.

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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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