Brenda Jean Janikowski
Gestionnaire de Portefeuille-Actions chez Buckingham Strategic Wealth LLC
Profil
Ms. Brenda J.
Janikowski is a Wealth Advisor at Buckingham Strategic Wealth LLC.
She helps manage client assets through portfolio implementation, rebalancing, retirement analysis, and tax and estate planning.
Ms. Janikowski served as a financial Advisor with Asset Strategies Inc. until the firm joined Buckingham Strategic Wealth in 2015.
She holds the Certified Financial Planer professional designation and has passed the Series 65 exam.
Postes actifs de Brenda Jean Janikowski
| Sociétés | Poste | Début |
|---|---|---|
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. | Gestionnaire de Portefeuille-Actions | 01/01/2015 |
Anciens postes connus de Brenda Jean Janikowski
| Sociétés | Poste | Fin |
|---|---|---|
Asset Strategies, Inc.
 Asset Strategies, Inc. Investment ManagersFinance Asset Strategies, Inc. provides investment advice. | Corporate Officer/Principal | - |
Expériences
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Entreprises liées au 1er degré
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Sociétés liées
| Entreprise privées | 2 |
|---|---|
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 |
Asset Strategies, Inc.
Asset Strategies, Inc. Investment ManagersFinance Asset Strategies, Inc. provides investment advice. | Finance |
