Blake
Pokley

Buckingham Strategic Wealth, LLC

CRD#6511862
Investment Advisor
in Saint Louis, MO

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About this Advisor

Blake Pokley is a financial advisor based in Saint Louis, Missouri, working with Buckingham Strategic Wealth, LLC. Blake has previously held positions at Ljpr, LLC, Noodles & Company, Merrill Lynch, Independence Township Summer Camp, Oakland University, Sequoia Financial Group, and Buckingham Strategic Wealth, LLC. Blake has passed the Series 65 regulatory exam and is registered to provide services in Michigan and Texas. Currently, Blake is part of Buckingham Strategic Wealth, LLC, which operates out of Saint Louis, Missouri. 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

Series 65, CERTIFIED FINANCIAL PLANNER™

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

$28,824,339,793

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

645

MO Average: 458
Total Number of Accounts

50,014

MO Average: 33,415
Average Account Size

$576,325

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

Blake Pokley Work History

2021 - Present (3 years)

Buckingham Strategic Wealth, LLC

2019 - 2019 (< 1 year)

Sequoia Financial Group

2016 - 2018 (2 years)

Ljpr, LLC

2016 - 2016 (< 1 year)

Oakland University

2015 - 2016 (1 year)

Noodles & Company

2015 - 2015 (< 1 year)

Merrill Lynch

2014 - 2014 (< 1 year)

Independence Township Summer Camp

2014 - 2015 (1 year)

Oakland University

Disclosures

Please visit the SEC profile of Blake Pokley 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

Jack Moore
Ridgeland, MS
Michaela Peterson
Saint Louis, MO
Kristi Tidwell
Deerfield, IL
Zachary Harmon
Saint Louis, MO
Austin Vuichard
Saint Louis, MO
Philip Ho
Irvine, CA
Devon Sherwood
Portland, OR
Amanda Otto
Saint Louis, MO

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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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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