Leanne
Geer
Buckingham Strategic Partners, LLC
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About this Advisor
Leanne Geer is a financial advisor who works in Saint Louis, Missouri. Geer works at Buckingham Strategic Partners, LLC. Over the course of their career, Geer has held roles at Jones Investment Group, Missouri University Of Science & Technology, Liberty Tax Service, H&R Block, Homemaker, Full-Time Student, Woodbury Financial Services Inc, Berylson Trucking, Waddell & Reed, Inc and Buckingham Strategic Wealth, LLC. Geer has a Series 66 license, which qualifies them as both a securities agent and an investment advisor representative, and is approved to advise clients in Missouri. Buckingham Strategic Partners, LLC is an advisory company operating out of Saint Louis, MO. It manages $21 billion in assets among its 68,842 customer accounts, making it one of the largest financial advisory firms in the nation by assets under management. The firm provides services to 89 charitable organizations. Of its 68,842 client accounts, 17% are held by high-net-worth investors who have more than $1 million in investable assets. The firm provides a broad set of services, such as financial planning services, portfolio management for individuals and small businesses, portfolio management for investment companies, portfolio management for institutional clients, pension consulting services, selection of other advisers, publication of newsletters, educational seminars and other services. Fees charged by financial advisors are based on the services offered. However, fee types charged by Buckingham Strategic Partners, LLC likely consist of asset-based, fixed and other fees.
Certifications and Registrations
Years Registered*
Services Offered
Fee Structure
Office Location
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Buckingham Strategic Partners, LLC Brokerage Details
$20,796,940,159
584
68,842
$302,097
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for investment companies
- Portfolio management for businesses or institutional clients
- Pension consulting services
- Selection of other advisers
- Publication of periodicals or newsletters
- Educational seminars/workshops
- Other
Leanne Geer Work History
Leanne has been registered as a financial advisor for 0 years.*
Buckingham Strategic Wealth, LLC
Berylson Trucking
Waddell & Reed, Inc
Woodbury Financial Services Inc
Jones Investment Group
H&R Block
Liberty Tax Service
Full-Time Student
Homemaker
Missouri University Of Science & Technology
*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 Leanne Geer to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.
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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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