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Theodore K Buckley

Wealth Management Group, LLC

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About Theodore K Buckley

Theodore K. Buckley is an investment advisor representative and has been in the financial services industry for 10 years. Theodore is currently registered with Wealth Management Group, LLC, and has been with the firm since August 2024. He is also registered with the following states: Florida, Illinois, Indiana, Michigan, Ohio, Tennessee, Texas, and Wisconsin. Theodore has a Series 66 license, Series 7 license, and the SIE exam. He has worked for a number of firms in the past, including Triad Advisors LLC, LPL Financial LLC, and Sequoia Wealth Management, LLC. Theodore is a highly experienced financial advisor with a strong track record of success.

Firm Information

Theodore Buckley is currently registered with Wealth Management Group, LLC. Wealth Management Group, LLC is an investment advisor headquartered in Inverness, Illinois, with over $660 million in regulatory assets under management. They offer a range of services, including financial planning, pension consulting, and portfolio management for individuals, charitable organizations, corporations, and pension plans. Their team includes 10 licensed agents, 30 investment advisor representatives, and 28 registered representatives.
Wealth Management Group, LLC

1605 WEST COLONIAL PARKWAY

INVERNESS, IL 60067

$660.29M

Assets Under Management

8

Total Clients

5

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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percentage of assets

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

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Theodore Buckley’s Registration & Firm History

IL

11/01/2024 - Present

Wealth Management Group, LLC (South Barrington IL)

IL

08/30/2019 - 08/23/2024

TRIAD ADVISORS LLC (South Barrington IL)

IL

12/19/2014 - 09/18/2019

LPL FINANCIAL LLC (SOUTH BARRINGTON IL)

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Licenses & Designations

BOTH

Issued 02/17/2015

Series 66 - Uniform Combined State Law Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 12/19/2014

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Theodore K Buckley.
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