Anita
Muminovic

Buckingham Strategic Wealth, LLC

CRD#7094010
Investment Advisor
in Saint Louis, MO

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About this Advisor

Anita Muminovic is a financial advisor operating out of Saint Louis, Missouri who has 4 years of relevant experience. Muminovic is an employee of Buckingham Strategic Wealth, LLC. Their career trajectory has included roles at Deutche Bundesbank, Moneta Group and Buckingham Asset Management, LLC. Muminovic holds a Series 65 license, which qualifies them as an investment advisor representative, and can operate in Missouri. Buckingham Strategic Wealth, LLC is an advisory company that has its headquarters in Saint Louis, MO. The investment advisory business has offices in 48 locations and a total of 584 advisors. It has $22 billion in total assets across its 42,145 client accounts, placing it among the largest financial advisory firms in the country by assets under management. The firm serves 60 charitable organizations. Of its 42,145 customer accounts, 45% are associated with high-net-worth clients who have greater than $1 million in assets available to invest. The business provides 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. Financial advisory fees largely depend on the financial services offered. Fee types billed by Buckingham Strategic Wealth, LLC likely include asset-based, hourly and fixed fees.

Certifications and Registrations

Series 65

Years Registered*

4 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

8182 Maryland Avenue Suite 500
Saint Louis, MO 63105

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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

Anita Muminovic Work History

Anita has been registered as a financial advisor for 4 years.*

2019 - Present (5 years)

Buckingham Asset Management, LLC

2015 - 2019 (4 years)

Moneta Group

2013 - 2014 (1 year)

Deutche Bundesbank

*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 Anita Muminovic 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

Christopher Rodgers
Indianapolis, IN
Mallory Harrell
Saint Louis, MO
Brian Riggs
Saint Louis, MO
Amanda Merrill
Saint Louis, MO
Jada Diedrich
Saint Louis, MO
Omar Roman
Saint Louis, MO
Andrew Leach
Bethesda, MD
Edward Gray
Deerfield, IL

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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