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

Dan Anderson
Director of Finance and Chief Financial Officer
Buckingham Strategic Wealth
United States, Missouri, Ballwin
About Me
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
More profiles to browse
MB
Mary Balwin
Wealth Advisor
JS
Jonathan Scheid
President
SM
Sheldon McFarland
Director, Investment Strategy
Jared Kizer
Head of Investment Research
You Might Like
ML
Mary Limburg
Trader & Client Service Specialist
Pennsylvania Capital Management
BW
Bill Wood
Managing Member, Principal
Nova R Wealth
JH
Jamie Heisch
Investment Associate
Silicon Valley Community Foundation
RA
Richard A. Davies
Partner, COO & CCO
O‘Brien Wealth Partners LLC