Harrison
Wolfe
Buckingham Strategic Wealth, LLC
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About this Advisor
Harrison Wolfe is a certified financial planner based out of Cincinnati, Ohio. Wolfe is on the advisory team at Buckingham Strategic Wealth, LLC. Throughout their career, they have worked at Mass Mutual Life Insurance Company, Mml Investors Services, University Of Cincinnati, Primelending A Plains Capital, Oxford Financial Partners and Buckingham Strategic Wealth, LLC. Wolfe has Series 65 and Series 63 licenses, which qualify them as both a securities agent and an investment advisor representative, and can operate in Ohio. Buckingham Strategic Wealth, LLC is a financial advisory company operating out of Saint Louis, MO. The investment advisory business has offices in 48 locations and a total of 584 employees. It manages $22 billion in assets under management between its 42,145 customer accounts, placing it among the biggest financial advisory firms in the nation by assets under management. The firm provides services to 60 charities and foundations. Of its 42,145 customer accounts, 45% belong to high-net-worth individuals who have greater than $1 million in investable assets. The company provides a number of services, such as financial planning services, portfolio management for individuals and small businesses, portfolio management for institutional clients, pension consulting services and selection of other advisers. Fees charged by financial advisors largely vary depending on which services the firm provides the client. Fee types charged by Buckingham Strategic Wealth, LLC most likely consist 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
Harrison Wolfe Work History
Harrison has been registered as a financial advisor for 0 years.*
Buckingham Strategic Wealth, LLC
Oxford Financial Partners
Mass Mutual Life Insurance Company
Mml Investors Services
University Of Cincinnati
Primelending A Plains Capital
University Of Cincinnati
*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 Harrison Wolfe 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
Bethesda, MD
Saint Louis, MO
Saint Louis, MO
Saint Louis, MO
Saint Louis, MO
Saint Louis, MO
Indianapolis, IN
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.
