Joshua
Chebul

Buckingham Strategic Wealth, LLC

CRD#7446070
Investment Advisor
in Saint Louis, MO

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About this Advisor

Joshua Chebul is a financial advisor based in Saint Louis, Missouri, working with Buckingham Strategic Wealth, LLC. Joshua has previously held positions at Pioneer Natural Resources, Noble Energy, Sm Energy, Northwoods Energy, Student, Holistiplan, LLC, and Buckingham Strategic Wealth, LLC. Joshua has passed the Series 65 regulatory exam and is registered to provide services in Colorado. Currently, Joshua 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

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

Joshua Chebul Work History

2021 - Present (3 years)

Buckingham Strategic Wealth, LLC

2021 - 2021 (< 1 year)

Holistiplan, LLC

2020 - 2020 (< 1 year)

Student

2018 - 2020 (2 years)

Northwoods Energy

2017 - 2018 (1 year)

Sm Energy

2015 - 2017 (2 years)

Noble Energy

2011 - 2015 (4 years)

Pioneer Natural Resources

Disclosures

Please visit the SEC profile of Joshua Chebul 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

Kristi Tidwell
Deerfield, IL
Adam Dunavant
Kansas City, MO
Tyler Hunter
Saint Louis, MO
Joseph Frontczak
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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