Kurt Wunderlich
Corporate Officer/Principal presso Buckingham Strategic Wealth LLC
Profilo
Mr. Kurt C.
Wunderlich, CFA MBA, is a Client Development Advisor at Buckingham Strategic Wealth LLC.
He works with a team focused on delivering an outstanding experience for our clients as they begin their relationship with Buckingham.
He received his undergraduate degree from Michigan State University and an MBA from the University of Phoenix.
He has passed the Series 7 and Series 66 exams.
He earned his Chartered Financial Analyst designation in 2017 and his Certified Financial Planner™ professional designation in 2018.
Posizioni attive di Kurt Wunderlich
| Società | Posizione | Inizio |
|---|---|---|
Buckingham Strategic Wealth LLC
 Buckingham Strategic Wealth LLC Investment ManagersFinance Buckingham Strategic Wealth LLC (Buckingham) is a SEC-registered investment advisor headquartered in St. Louis, Missouri. The firm was co-founded by Bert Schweizer and Steve Funk in 1994 as Buckingham Asset Management LLC. They are a wholly owned subsidiary of Focus Operating LLC, ultimately owned by Focus Financial Partners, Inc. (NASDAQ: FOCS). Buckingham manages investment portfolios for a wide variety of clients, such as individuals/high-net-worth individuals, qualified retirement plans, charitable organizations and foundations as well as corporations. | Corporate Officer/Principal | 01/10/2019 |
Formazione di Kurt Wunderlich
| Michigan State University | Undergraduate Degree |
| University of Phoenix | Masters Business Admin |
Esperienze
Posizioni ricoperte
Attive
Inattive
Società quotate in Borsa
Aziende private
Relazioni
Relazioni di 1° grado
Aziende connesse in 1º grado
Uomo
Donna
Amministratori
Dirigenti
Società collegate
| Aziende private | 1 |
|---|---|
Buckingham Strategic Wealth LLC
Buckingham Strategic Wealth LLC Investment ManagersFinance Buckingham Strategic Wealth LLC (Buckingham) is a SEC-registered investment advisor headquartered in St. Louis, Missouri. The firm was co-founded by Bert Schweizer and Steve Funk in 1994 as Buckingham Asset Management LLC. They are a wholly owned subsidiary of Focus Operating LLC, ultimately owned by Focus Financial Partners, Inc. (NASDAQ: FOCS). Buckingham manages investment portfolios for a wide variety of clients, such as individuals/high-net-worth individuals, qualified retirement plans, charitable organizations and foundations as well as corporations. | Finance |
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