Patrick
Walsh
Buckingham Strategic Wealth, LLC
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About this Advisor
Patrick Walsh is a certified financial planner based out of Saint Louis, Missouri. Walsh is an advisor for Buckingham Strategic Wealth, LLC. During their career, the advisor has held roles at Lincoln Financial Advisors, Oxford Financial Partners and Buckingham Strategic Wealth, LLC. Walsh maintains a Series 66 license, designating them as both a securities agent and an investment advisor representative, and is able to work in Ohio. Buckingham Strategic Wealth, LLC is an advisory company headquartered in Saint Louis, MO. The company has offices in 48 locations and a total of 584 advisors. It oversees $22 billion in assets between its 42,145 customer accounts, placing it among the largest financial advisory firms in the United States by assets under management. The firm advises 60 charities and foundations. Of its 42,145 client accounts, 45% are held by high-net-worth clients who have more than $1 million in assets. The firm has a broad range 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 for financial advisory services vary depending on which services the firm provides the client. However, fee types charged by Buckingham Strategic Wealth, LLC likely are comprised 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
Patrick Walsh Work History
Patrick has been registered as a financial advisor for 0 years.*
Buckingham Strategic Wealth, LLC
Oxford Financial Partners
Lincoln Financial Advisors
*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 Patrick Walsh 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
Santa Rosa, CA
Bend, OR
Deerfield, IL
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.
