Buckingham Strategic Wealth, LLC

Investment Advisor
in Bend, OR

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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


Years Registered*

4 years

Services Offered

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

Fee Structure

Percentage of Assets, Hourly Charges, Fixed Fees

Office Location

780 Nw York Drive Suite 105
Bend, OR 97703

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Buckingham Strategic Wealth, LLC Brokerage Details

Total Assets Under Management


OR Average: $11,469,110,461
Total Number of Employees


OR Average: 458
Total Number of Accounts


OR Average: 33,415
Average Account Size


OR Average: $343,232

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.*

2019 - Present (5 years)

Buckingham Asset Management, LLC

2014 - 2018 (4 years)

Griffon Financial Planning, Inc

2013 - 2014 (1 year)

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

Cheryl Povalla
Deerfield, IL
Edward Gray
Deerfield, IL
Mallory Harrell
Saint Louis, MO
Michael Indart
Santa Rosa, CA
Michael Heiser
Saint Louis, MO
Jennifer Wiechel
Saint Louis, MO
Christopher Rodgers
Indianapolis, IN
Amanda Merrill
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

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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.

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