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Dan Anderson

Director of Finance and Chief Financial Officer

Buckingham Strategic Wealth

United States, Missouri, Ballwin

About Me

As Chief Financial Officer for Buckingham Strategic Wealth, Dan Anderson is responsible for directing the firm’s overall financial policies. He is proud to help keep Buckingham on the path to financial strength. Dan’s responsibilities include budget development, merger and acquisition financial due diligence and financial reporting. His team works to ensure accurate financial reporting, as well as the maintenance of proper regulatory and other internal controls. Prior to joining Buckingham in 2007, Dan worked as an accounting manager for the law firm Kozeny & McCubbin, L.C. in Creve Coeur, Mo. Dan earned a bachelor’s degree in accounting from Truman State University in 1999. He and wi

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Profile Information

Director of Finance and Chief Financial Officer

Buckingham Strategic Wealth

Investment Team

Investor

RIA/Wealth Manager/Asset Manager

Ballwin

Missouri

United States

Jul 30, 2024

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