Buckingham Strategic Wealth
We are Buckingham Strategic Wealth, a growing organization of advisors, financial specialists and national thought leaders committed to delivering on the promise of true wealth management. As a Registered Investment Advisor, the essence of our approach is based on a pledge to act in the best interest of our clients, including individuals, businesses, trusts, non-profit organizations, healthcare professionals and retirement plans. We put the power of evidence-based investing and thoughtful, multi-faceted planning to work for our clients, helping them safeguard their financial futures and achieve their most important goals. Buckingham Strategic Wealth is a registered investment advisor with the Securities and Exchange Commission. Registration does not imply any level of skill or training. Additional information about Buckingham Strategic Wealth is also available on the SEC's website at You can search this site by a unique identifying number, known as a CRD number. Buckingham Strategic Wealth's CRD number is 143323.
7-day free trial · no credit card
Verified contacts
116
available on Kipplo
LinkedIn employees
99
201 to 500 range
Open roles
—
no listings
Distinct roles
54
indexed titles
Tech stack
3
tools in use
Monthly traffic
2.8K
organic / mo
Sign up free to see all 116 verified contacts at Buckingham Strategic Wealth
Free for 7 days · 50 credits · no card · only pay for verified records.
Decision-makers and verified team members
116 contacts with verified email or phone · masked until revealed.
- PU
Phil Usry
Director, Transactions · Operations
EmailPhone - BS
Bert Schweizer
Principal · Finance & Accounting
EmailPhone - BH
Brian Haywood
Director of Fixed Income · Finance & Accounting
EmailPhone - DL
David Luckes
Director of Institutional Services · General Business & Management
EmailPhone - MC
Madaline Creehan
Principal and Wealth Advisor · Finance & Accounting
EmailPhone - RM
Roger Millbrook
Advisor Shareholder Buckingham Strategic Wealth · Sales & Business Development
EmailPhone - AL
Andrew Leach
Portfolio Manager · Finance & Accounting
EmailPhone - BJ
Brad Jenkins
Wealth Advisor · Finance & Accounting
EmailPhone - BJ
Brenda Janikowski
Wealth Advisor · Finance & Accounting
EmailPhone
Showing 9 of 116 verified contacts
Top roles at Buckingham Strategic Wealth
54 distinct titles indexed · top 10 shown.
- 23associate wealth advisor
- 20wealth advisor
- 7client relationship specialist
- 3fixed income portfolio advisor
- 3receptionist
- 2advisory team associate
- 2client services associate
- 2client services manager
- 2portfolio manager
- 2practice integration advisor
- +44more titles
Sign up to unlock all 116 contacts at Buckingham Strategic Wealth
Free for 7 days · 50 credits · no card · only pay for verified records.
Sign up to reveal 116 verified contacts at Buckingham Strategic Wealth
7-day trial · no credit card · cancel anytime · only pay for verified records.
Trusted by sales, marketing, and GTM engineering teams.