Steven
Atkinson
Buckingham Strategic Partners, LLC
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About this Advisor
Steven Atkinson is a financial advisor who works out of Saint Louis, Missouri with a total of 5 years of industry experience. Atkinson is on the advisory team at Buckingham Strategic Partners, LLC. During their career, Atkinson has held roles at Foreside Financial Services, LLC, Buckingham Strategic Partners, Loring Ward Holdings, Inc and Lwi Financial Inc. Atkinson holds a Series 66 license, which qualifies them as both a securities agent and an investment advisor representative, and can operate in California, Colorado, Missouri and Nebraska. Buckingham Strategic Partners, LLC is a financial advisory firm based in Saint Louis, MO. It has $21 billion in total assets across its 68,842 client accounts, placing it among the largest investment advisory firms in the country by assets under management. The firm advises 89 charities and foundations. Of its 68,842 customer accounts, 17% belong to high-net-worth individuals who have at least $1 million in assets available to invest. The firm offers a number 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 vary depending on which services the firm provides the client. However, fees billed by Buckingham Strategic Partners, LLC likely are comprised of some combination 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
Steven Atkinson Work History
Steven has been registered as a financial advisor for 5 years.*
Foreside Financial Services, LLC
Buckingham Strategic Partners
Loring Ward Holdings, Inc
Lwi Financial Inc
*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 Steven Atkinson 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 Partners, LLC
Saint Louis, MO
Denver, CO
Saint Louis, MO
Saint Louis, MO
Saint Louis, MO
Saint Louis, MO
Saint Louis, MO
Seattle, WA
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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