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Melissa Ann Keiss

Buckingham Strategic Wealth, LLC

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About Melissa Ann Keiss

Melissa Keiss is an investment advisor representative with Buckingham Strategic Wealth, LLC and The Colony Group, LLC. Melissa has been in the financial industry for 7 years and has been registered with the state of Georgia since March 2020. Melissa holds the Series 7 and Series 66 securities licenses and has passed the Securities Industry Essentials Examination. Melissa specializes in financial planning, portfolio management for individuals and businesses, and pension consulting. Melissa has worked with clients of various sizes and types including individuals, families, corporations, and charitable organizations. Melissa is dedicated to helping her clients achieve their financial goals.

Firm Information

Melissa Keiss is currently registered with Buckingham Strategic Wealth, LLC. Buckingham Strategic Wealth, LLC is an investment advisor headquartered in St. Louis, Missouri, with over 320 investment advisor representatives and 15 registered representatives. The firm manages over $29 billion in assets for individuals, high-net-worth individuals, pension and profit-sharing plans, corporations, charitable organizations, and other entities. Buckingham Strategic Wealth provides a range of advisory services, including financial planning, pension consulting, selection of other advisors, and portfolio management for individuals and businesses.
Buckingham Strategic Wealth, LLC

8182 MARYLAND AVENUE

ST LOUIS, MO 63105

$29.51B

Assets Under Management

623

Total Clients

145

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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selection of other advisors

Helps you choose top advisors aligned with your financial goals.

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portfolio management for businesses

Custom portfolio management strategies for businesses to achieve long-term growth.

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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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Melissa Keiss’s Registration & Firm History

GA

03/25/2020 - Present

Buckingham Strategic Wealth, LLC (ATLANTA GA)

GA

09/23/2013 - 12/31/2017

CETERA ADVISORS LLC (STOCKBRIDGE GA)

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Licenses & Designations

BOTH

Issued 12/01/2017

Series 66 - Uniform Combined State Law Examination

BC

Issued 12/31/2017

SIE - Securities Industry Essentials Examination

BC

Issued 09/23/2013

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are no public disclosures for Melissa Ann Keiss.
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