Buckingham Strategic Wealth, LLC
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About this Advisor
Mary Ericksen is a certified financial planner based out of Bend, Oregon who has 4 years of industry experience. Ericksen is currently employed by Buckingham Strategic Wealth, LLC. During their career, the advisor has held roles at Griffon Financial Planning, Inc, Ashland Partners, LLC and Buckingham Asset Management, LLC. Ericksen has a Series 65 license, certifying them as an investment advisor representative, and is approved to operate in Oregon. Buckingham Strategic Wealth, LLC is a company based in Saint Louis, MO. The company has offices in 48 locations and a total of 584 people on staff. It administers $22 billion in assets across its 42,145 customer accounts, making it one of the biggest financial advisory firms in the United States by assets under management. The firm provides services to 60 charities and foundations. Of its 42,145 accounts, 45% are held by high-net-worth individuals who have greater than $1 million in assets. The firm performs a wide set 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 typically are based on the financial services offered. Fee types charged by Buckingham Strategic Wealth, LLC may include any blend of asset-based, hourly and fixed fees.
Certifications and Registrations
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Buckingham Strategic Wealth, LLC Brokerage Details
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
Mary Ericksen Work History
Mary has been registered as a financial advisor for 4 years.*
Buckingham Asset Management, LLC
Griffon Financial Planning, Inc
Ashland Partners, 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.
Please visit the SEC profile of Mary Ericksen 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
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 firstname.lastname@example.org.
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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.