Unclaimed Profile

Kevin Andrew Grogan

BUCKINGHAM STRATEGIC PARTNERS, LLC·ST. LOUIS, Missouri

Clean recordBUCKINGHAM STRATEGIC PARTNERS, LLC

8182 MARYLAND AVENUE, ST. LOUIS, MO 63105CRD# 5691762Firm CRD# 143319

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed

Identity

Kevin Andrew Grogan · ST. LOUIS, MO

Registration

CRD #5691762 · BUCKINGHAM STRATEGIC PARTNERS, LLC

Brand Profile

Not yet started

Disclosure history

Clean record · no disclosure events on file

About

Kevin Andrew Grogan is a registered financial advisor based in ST. LOUIS, Missouri, affiliated with BUCKINGHAM STRATEGIC PARTNERS, LLC. This profile is generated from public SEC and FINRA registration data.

Focus Areas

Specialties

Financial Planning

Investment Management

Wealth Management

Client Types

Individuals

Institutional Investors

High Net Worth Individuals

Nonprofits & Foundations

Introduction

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Firm Overview

Firm

BUCKINGHAM STRATEGIC PARTNERS, LLC

AUM

$29.3B

Regulatory assets under management

Employees

645

Total firm employees

View all advisors at BUCKINGHAM STRATEGIC PARTNERS, LLC →

Services

Financial planning

Portfolio management (individuals)

Portfolio management (pooled investments)

Selection of other advisers

Publication of periodicals/newsletters

Security ratings or pricing services

Market timing services

Charitable organization or education services

Other

Background

Compensation

Percentage of AUM

Subscription fees

Other: FEE SHARING WITH INDEPENDENT REGISTERED INVESTMENT ADVISORS

Regulatory

SEC/IARD CRD# 5691762

Firm CRD# 143319

View on FINRA BrokerCheck →

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Frequently Asked Questions

What services does Kevin Andrew Grogan offer?

Kevin Andrew Grogan specializes in Financial Planning, Investment Management, Wealth Management. Contact their office in ST. LOUIS, Missouri for a consultation.

What are Kevin Andrew Grogan's credentials?

Kevin Andrew Grogan is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.

Where is Kevin Andrew Grogan located?

Kevin Andrew Grogan is based in ST. LOUIS, Missouri, working with BUCKINGHAM STRATEGIC PARTNERS, LLC. Their office serves clients in the ST. LOUIS metropolitan area and surrounding communities.

How does Kevin Andrew Grogan charge for services?

Kevin Andrew Grogan's firm is compensated through percentage of aum, subscription fees, other: fee sharing with independent registered investment advisors. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.

How large is BUCKINGHAM STRATEGIC PARTNERS, LLC?

BUCKINGHAM STRATEGIC PARTNERS, LLC has approximately 645 employees and manages $29.3B in regulatory assets under management. The firm is registered with the SEC as an investment adviser.

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