Kurt Wunderlich
Corporate Officer/Principal at Buckingham Strategic Wealth LLC
Kurt Wunderlich active positions
Companies | Position | Start | End |
---|---|---|---|
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 | 30/09/2019 | - |
Portfolio Manager-Equities | 31/10/2014 | 30/09/2019 |
Career history of Kurt Wunderlich
Training of Kurt Wunderlich
Michigan State University | Undergraduate Degree |
University of Phoenix | Masters Business Admin |
Statistics
International
United States | 4 |
Operational
Portfolio Manager-Equities | 1 |
Corporate Officer/Principal | 1 |
Undergraduate Degree | 1 |
Sectoral
Consumer Services | 3 |
Finance | 2 |
Positions held
Active
Inactive
Listed companies
Private companies
Linked companies
Private companies | 1 |
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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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