Buckingham Advisors
Buckingham Advisors is a unique team of professionals working together to create financial success for our clients. We are CFA® charterholders, CFP® professionals, CPAs, MBAs, insurance and tax professionals, and dedicated client support specialists. We are Millennials, Gen X, Gen Y, and Boomers. Yet we are much more than our credentials and diversity. We are all innovative thinkers helping you look to your future, and providing plans and strategies to ensure that you are on the right path to achieve your goals. When your financial needs are complex, encompassing both personal and business issues, having a single firm that can address them all is a huge relief. One phone call to your dedicated advisor and your questions are directed to the right team experts who can address them. Whether your family or career circumstances have changed, you’ve just received an inheritance you want to invest, or you want to think about selling your business, your Buckingham Advisors team of teams is ready to help secure the future you want. Whether your family or career circumstances have changed, you’ve just received an inheritance you want to invest, or you want to think about selling your business, your Buckingham Advisors team of teams is ready to help secure the future you want. To learn more about us and the services we provide, please visit or email service@mybuckingham.com.
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Verified contacts
4
available on Kipplo
LinkedIn employees
8
11 to 50 range
Open roles
—
no listings
Distinct roles
4
indexed titles
Tech stack
0
tools in use
Monthly traffic
189
organic / mo
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Decision-makers and verified team members
4 contacts with verified email or phone · masked until revealed.
- AT
Allen Thuma
Senior Portfolio Manager & Research Analyst · Finance & Accounting
EmailPhone - CD
Christina Derham
Financial Planning Assistant · Finance & Accounting
EmailPhone - RR
Rebecca Rapp
Planning Assistant · General Business & Management
EmailPhone - MM
Melissa Mueller
Financial Planner · Finance & Accounting
EmailPhone
Showing 4 of 4 verified contacts
Top roles at Buckingham Advisors
4 distinct titles indexed · top 4 shown.
- 1financial planner
- 1financial planning assistant
- 1planning assistant
- 1senior portfolio manager & research analyst
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