Lantz
Stringham
Buckingham Strategic Wealth, LLC
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About this Advisor
Lantz Stringham is a chartered financial analyst who works out of Portland, Oregon with a total of 3 years of industry experience. Stringham is currently employed by Buckingham Strategic Wealth, LLC. Over the course of their career, they have held roles at Chinook Capital Management, Confluence Wealth Managment LLC and Buckingham Strategic Wealth, LLC. Stringham has Series 63 and Series 65 licenses, designating them as both a securities agent and an investment advisor representative, and is able to serve investors in Oregon. Buckingham Strategic Wealth, LLC is a financial advisory company that has its headquarters in Saint Louis, MO. The firm has offices in 48 locations and a total of 584 people on staff. It controls $22 billion in total assets between its 42,145 accounts, placing it among the largest financial advisory firms in the nation by assets under management. The firm provides financial advice to 60 charities and foundations. Of its 42,145 customer accounts, 45% belong to high-net-worth investors 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 for financial advisory services depend on which services are offered. However, fee types billed by Buckingham Strategic Wealth, LLC can be 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
Lantz Stringham Work History
Lantz has been registered as a financial advisor for 3 years.*
Buckingham Strategic Wealth, LLC
Confluence Wealth Managment LLC
Chinook Capital Management
*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 Lantz Stringham 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
Kansas City, MO
Saint Louis, MO
Bethesda, MD
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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