Cory
Buehler

Buckingham Strategic Wealth, LLC

CRD#6819533
Investment Advisor
in Saint Louis, MO

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About this Advisor

Cory Buehler is a certified financial planner located in Saint Louis, Missouri. Currently an investment advisor with Buckingham Strategic Wealth, LLC, they have gathered 10 years of experience in the financial advisory industry. Buehler can act as an advisor in Missouri. Throughout their career, Buehler has worked at Lindenwood University, Buckingham Asset Management, LLC and Buckingham Strategic Wealth, LLC. Buckingham Strategic Wealth, LLC is based out of Saint Louis, Missouri, and operates out of 39 additional offices throughout the country. As a registered investment advisory firm, Buckingham Strategic Wealth, LLC oversees $14 billion in assets covering 30,100 accounts and retains more than 473 people. The firm's total assets under management places it among the largest financial advisory firms in the nation. The firm manages 28,689 accounts on a discretionary basis, meaning the advisor makes all of the buying and selling decisions on the client's behalf. Currently 41% of the advisory firm's investors are high-net-worth individuals, meaning they have more than $1 million in assets. Buckingham Strategic Wealth, LLC offers financial planning services, portfolio management for individuals and small businesses, portfolio management for institutional clients, pension consulting services and selection of other advisers. The firm's fees may include asset-based, hourly and fixed fees.

Certifications and Registrations

Certified Financial Planner

Years of Experience

10 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

Disclosures

No

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

$14,048,153,245

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

473

MO Average: 458
Total Number of Accounts

30,100

MO Average: 33,415
Average Account Size

$466,716

MO Average: $343,232

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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

Cory Buehler Work History

Cory has 10 years of experience.

2015 - Present (6 years)

Buckingham Strategic Wealth, LLC

2014 - 2014 (< 1 year)

Buckingham Asset Management, LLC

2010 - 2013 (3 years)

Lindenwood University

Disclosures

Cory Buehler has no disclosures.

Please visit their SEC profile for more details.

Financial Advisors at Buckingham Strategic Wealth, LLC

Jennifer Graff
Belgrade, MT
Robert Jones
Saint Louis, MO
Zachary Novak
Bourbonnais, IL
Stephen Weiss
Saint Louis, MO
Cecil Staton
Atlanta, GA
Stephanie Temporiti
Saint Louis, MO
Amanda Otto
Saint Louis, MO
Daniel Kean
Irvine, CA

This content was compiled from the SEC and FINRA.

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