Unclaimed Profile

Wendy Louise Hartman

BUCKINGHAM STRATEGIC PARTNERS, LLC·ST. LOUIS, Missouri

Series 65Clean record15 years registeredBUCKINGHAM STRATEGIC PARTNERS, LLC

8182 MARYLAND AVENUE, ST. LOUIS, MO 63105CRD# 2904038Firm CRD# 143319

Profile Verification

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

Identity

Wendy Louise Hartman · ST. LOUIS, MO

Registration

CRD #2904038 · BUCKINGHAM STRATEGIC PARTNERS, LLC · 15 years registered

Brand Profile

Not yet started

Career History

FOCUS PARTNERS WEALTH, LLC

Jul 2024 – present

BUCKINGHAM STRATEGIC WEALTH, LLC

Mar 2011 – Jul 2024

ST LOUIS, MO

Registrations & Exams

FINRA examinations passed

Series 65

Registration record

First registered · March 25, 2011

Years registered · 15

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD. Verify on FINRA BrokerCheck →

Firm Overview

Firm

BUCKINGHAM STRATEGIC PARTNERS, LLC

CRD 143319 · SEC 801-67641

AUM

$29.3B

Regulatory assets under management

Employees

645

81,837 client accounts

Services offered by BUCKINGHAM STRATEGIC PARTNERS, LLC

Per Form ADV

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

Client types served by the firm

Per Form ADV

Individuals

Institutional Investors

High Net Worth Individuals

Nonprofits & Foundations

View all advisors at BUCKINGHAM STRATEGIC PARTNERS, LLC →

Introduction

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Frequently Asked Questions

What services does Wendy Louise Hartman offer?

Wendy Louise Hartman specializes in Financial Planning, Investment Management, Wealth Management. Contact their office in ST. LOUIS, Missouri for a consultation.

What are Wendy Louise Hartman's credentials?

Wendy Louise Hartman is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.

Where is Wendy Louise Hartman located?

Wendy Louise Hartman 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 Wendy Louise Hartman charge for services?

Wendy Louise Hartman'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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