Brenda Jean Janikowski
Portefeuillebeheerder-Aandelen bij Buckingham Strategic Wealth LLC
Profiel
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.
Actieve functies van Brenda Jean Janikowski
Bedrijven | Functie | Begin |
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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. | Portefeuillebeheerder-Aandelen | 01-01-2015 |
Eerdere bekende functies van Brenda Jean Janikowski
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Asset Strategies, Inc.
Asset Strategies, Inc. Investment ManagersFinance Asset Strategies, Inc. provides investment advice. | Corporate Officer/Principal | - |
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Bedrijven in privébezit | 2 |
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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 |
Asset Strategies, Inc.
Asset Strategies, Inc. Investment ManagersFinance Asset Strategies, Inc. provides investment advice. | Finance |