Kurt Wunderlich

Corporate Officer/Principal at Buckingham Strategic Wealth LLC

Consumer Services

Finance

Profile

Mr. Kurt C.
Wunderlich, CFA MBA, is a Client Development Advisor at Buckingham Strategic Wealth LLC.
He works with a team focused on delivering an outstanding experience for our clients as they begin their relationship with Buckingham.
He received his undergraduate degree from Michigan State University and an MBA from the University of Phoenix.
He has passed the Series 7 and Series 66 exams.
He earned his Chartered Financial Analyst designation in 2017 and his Certified Financial Planner™ professional designation in 2018.

Kurt Wunderlich active positions

Companies	Position	Start
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.	Corporate Officer/Principal	01/10/2019

All active positions of Kurt Wunderlich

Training of Kurt Wunderlich

Michigan State University	Undergraduate Degree
University of Phoenix	Masters Business Admin

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Linked companies

Private companies	1
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