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Katie Christine Buck

Buck Wealth Strategies, LLC

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About Katie Christine Buck

Katie Christine Buck is a financial advisor with over 18 years of experience in the financial services industry. Katie is registered with Buck Wealth Strategies, LLC, which she founded in 2022. She specializes in offering financial planning and investment management services for individuals and families. Katie also holds licenses to provide insurance services. Prior to launching her firm, Katie was a registered representative at Parkland Securities, LLC, and H. Beck, Inc. Katie is committed to providing her clients with personalized financial advice and strategies to help them achieve their financial goals.

Firm Information

Katie Buck is currently registered with Buck Wealth Strategies, LLC. Buck Wealth Strategies, LLC is a Denver, CO-based financial advisor registered with the SEC. The firm manages approximately $299,865,422 in regulatory assets under management for 1,979 accounts. Buck Wealth Strategies offers financial planning, pension consulting, and portfolio management for individuals and businesses. The firm primarily serves individuals other than high-net-worth, pension and profit-sharing plans, and high-net-worth individuals.
Buck Wealth Strategies, LLC

4600 S. SYRACUSE STREET

DENVER, CO 80237

$299.87M

Assets Under Management

Not reported

Total Clients

29

Total Financial Advisors

Services Offered

Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.

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financial planning services

Comprehensive financial plans to help you achieve your personal and business goals.

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pension consulting services

Guidance on pension options to ensure a secure financial future.

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portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

Fee Structure

Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.

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fixed fees

Set rates for specific services, regardless of time or assets managed.

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percentage of assets

A percentage of the total value of assets under management is charged.

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Katie Buck’s Registration & Firm History

HI

10/23/2023 - Present

Buck Wealth Strategies, LLC (Honolulu HI)

HI

08/09/2011 - 12/02/2019

PARKLAND SECURITIES, LLC (HONOLULU HI)

HI

12/16/2004 - 08/16/2011

H. BECK, INC. (HONOLULU HI)

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Licenses & Designations

IA

Issued 10/02/2006

Series 65 - Uniform Investment Adviser Law Examination

BC

Issued 01/14/2005

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 03/11/2005

Series 24 - General Securities Principal Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 12/15/2004

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Katie Christine Buck.
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