Joseph
Frontczak

Buckingham Strategic Wealth, LLC

CRD#4816765
Investment Advisor
in Saint Louis, MO

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About this Advisor

Joseph Frontczak is a financial advisor based in Saint Louis, Missouri, working with Buckingham Strategic Wealth, LLC. Joseph has previously held a position at Buckingham Strategic Wealth, LLC. Joseph has passed the Series 63, Series 66, and Series 65 regulatory exams and is registered to provide services in Missouri. Currently, Joseph 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 63, Series 66, Series 65, CERTIFIED FINANCIAL PLANNER™, Chartered Financial Analyst

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

Joseph Frontczak Work History

2015 - Present (9 years)

Buckingham Strategic Wealth, LLC

Disclosures

Please visit the SEC profile of Joseph Frontczak 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

Waiyee Wong
Saint Louis, MO
Adam Dunavant
Kansas City, MO
Amanda Otto
Saint Louis, MO
Tyler Hunter
Saint Louis, MO
Austin Vuichard
Saint Louis, MO
Zachary Harmon
Saint Louis, MO
Devon Sherwood
Portland, OR
Michael Heiser
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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