Emma
Von Weise
Buckingham Strategic Wealth, LLC
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About this Advisor
Emma Von Weise is a financial advisor operating in Kansas City, Missouri with 1 year of relevant experience. Von Weise is on the advisory team at Buckingham Strategic Wealth, LLC. During their career, the advisor has held roles at Student, Webster Groves High School, Park University, Bmo Harris Bank, Twin Financial - Mass Mutual, Stepp & Rothwell and Buckingham Strategic Wealth, LLC. Von Weise has a Series 65 license, designating them as an investment advisor representative, and is registered to serve investors in Missouri. Buckingham Strategic Wealth, LLC is an advisory firm headquartered in Saint Louis, MO. It has offices in 48 locations and a total of 584 financial advisors. It has $22 billion in total assets between its 42,145 client accounts, making it one of the biggest firms in the nation by assets under management. The firm advises 60 charitable organizations. Of its 42,145 client accounts, 45% are associated with high-net-worth investors who have more than $1 million in assets. Buckingham Strategic Wealth, LLC offers a diverse range 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 typically depend on which services the firm provides the client. Fees billed by Buckingham Strategic Wealth, LLC most likely include asset-based, hourly and fixed fees.
Certifications and Registrations
Years Registered*
Services Offered
Fee Structure
Office Location
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Buckingham Strategic Wealth, LLC Brokerage Details
$22,079,589,963
584
42,145
$523,896
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
Emma Von Weise Work History
Emma has been registered as a financial advisor for 1 years.*
Buckingham Strategic Wealth, LLC
Stepp & Rothwell
Bmo Harris Bank
Twin Financial - Mass Mutual
Park University
Webster Groves High School
Student
*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 Emma Von Weise 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
Saint Louis, MO
Deerfield, IL
Kansas City, MO
Saint Louis, MO
Saint Louis, MO
Saint Louis, MO
Bethesda, MD
Santa Rosa, CA
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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