Robert
Ziliak
Buckingham Strategic Wealth, LLC
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About this Advisor
Robert Ziliak is a certified financial planner who works in Saint Louis, Missouri who has 4 years of industry experience. Ziliak is an advisor for Buckingham Strategic Wealth, LLC. Over the course of their career, Ziliak has held roles at Buckingham Strategic Wealth, LLC and Hufford Advisors, LLC. Ziliak has a Series 63 license, which qualifies them as a securities agent, and is registered to work in Missouri. Buckingham Strategic Wealth, LLC is a firm that has its headquarters in Saint Louis, MO. It has offices in 48 locations and a total of 584 advisors. It has $22 billion in assets under management across its 42,145 customer accounts, making it one of the biggest investment advisory firms in the nation by assets under management. The firm serves 60 charitable organizations. Of its 42,145 client accounts, 45% belong to high-net-worth individuals who have greater than $1 million in investable assets. The firm provides a diverse set of services, including financial planning services, portfolio management for individuals and small businesses, portfolio management for institutional clients, pension consulting services and selection of other advisers. A financial advisor's fee schedules vary depending on which service is offered. However, fees charged by Buckingham Strategic Wealth, LLC likely consist of any blend of 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
Robert Ziliak Work History
Robert has been registered as a financial advisor for 4 years.*
Buckingham Strategic Wealth, LLC
Hufford Advisors, LLC
*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 Robert Ziliak 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
Saint Louis, MO
Saint Louis, MO
Saint Louis, MO
Saint Louis, MO
Deerfield, IL
Saint Louis, MO
Saint Louis, MO
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.
