David
Luckes

Buckingham Strategic Wealth, LLC

CRD#4342538
Investment Advisor
in Saint Louis, MO

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About this Advisor

David Luckes is a financial advisor who works in Saint Louis, Missouri with a total of 8 years of industry experience. Luckes is an advisor for Buckingham Strategic Wealth, LLC. Throughout their career, they have worked at Bank Of America, N.A, Merrill Lynch, Pierce, Fenner & Smith Inc and Buckingham Strategic Wealth, LLC. Luckes has Series 65 and Series 66 licenses, qualifying them as both a securities agent and an investment advisor representative, and is registered to advise clients in Missouri and Texas. Buckingham Strategic Wealth, LLC is a registered investment company that has its headquarters in Saint Louis, MO. It has offices in 48 locations and a total of 584 financial advisors. It oversees $22 billion in total assets between its 42,145 customer accounts, making it one of the largest investment advisory firms in the United States by assets under management. The firm serves 60 charities and foundations. Of its 42,145 customer accounts, 45% belong to high-net-worth clients who have more than $1 million in assets. The firm performs 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 management fee schedules are based on which services the firm provides the client. Fee types charged by Buckingham Strategic Wealth, LLC likely consist of asset-based, hourly and fixed fees.

Certifications and Registrations

Series 65, Series 66

Years Registered*

8 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

David Luckes Work History

David has been registered as a financial advisor for 8 years.*

2014 - Present (10 years)

Buckingham Strategic Wealth, LLC

2013 - 2014 (1 year)

Bank Of America, N.A

2011 - 2014 (3 years)

Merrill Lynch, Pierce, Fenner & Smith Inc

*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 David Luckes 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
Anita Muminovic
Saint Louis, MO
Mallory Harrell
Saint Louis, MO
Brian Riggs
Saint Louis, MO
Michael Indart
Santa Rosa, CA
Cheryl Povalla
Deerfield, IL
Amanda Merrill
Saint Louis, MO
Christopher Rodgers
Indianapolis, IN

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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