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Ryan T Guertin

Buckingham Strategic Wealth, LLC

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About Ryan T Guertin

Ryan Guertin is an investment advisor representative registered with Buckingham Strategic Wealth, LLC and THE Colony Group, LLC. Ryan is a licensed investment advisor in Illinois. Ryan has been working in the financial services industry since 2013.

Firm Information

Ryan Guertin 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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Ryan Guertin’s Registration & Firm History

MO

07/12/2023 - Present

Buckingham Strategic Wealth, LLC (ST LOUIS MO)

IL

01/22/2019 - 06/16/2023

AMERIPRISE FINANCIAL SERVICES, LLC (Bourbonnais IL)

IL

10/16/2017 - 01/02/2019

AMERIPRISE FINANCIAL SERVICES, INC. (FRANKFORT IL)

IL

08/11/2015 - 11/16/2016

EDWARD JONES (KANKAKEE IL)

IL

02/23/2015 - 05/13/2015

NORTHWESTERN MUTUAL INVESTMENT SERVICES, LLC (KANKAKEE IL)

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Licenses & Designations

BOTH

Issued 12/22/2015

Series 66 - Uniform Combined State Law Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 09/15/2015

Series 7 - General Securities Representative Examination

BC

Issued 02/23/2015

Series 6 - Investment Company Products/Variable Contracts Representative Examination

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are no public disclosures for Ryan T Guertin.
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