Wendy Beth Adler
Investment adviser representative at Buckman Advisory Group LLC
16 yearsExperience
3 statesRegistered in
CFP® certificationDesignation
$277.3MFirm assets
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How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assetsHourlyFixed or flat feeCommissions
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
Experience
16 years in the industry.
- Buckman Advisory Group LLCSep 2025 to now
- Lri LLC dba Lindberg & RippleFeb 2019 to now
- M Holdings Securities, Inc.Feb 2019 to now
- Tdameritrade IncOct 2010 to now
Designations
- CFP® certification
Exams passed
- Series 66 · Uniform Combined State Law2007
State registrations
Registered as an investment adviser representative in 3 states (FL, NJ, PA).
Buckman Advisory Group LLC
$277.3MAssets managed
868Clients
15Advisers
22 yearsIn business
Official records
SEC data as of Sep 29, 2026. Registrations and firm details can change; confirm current status on the SEC's Investment Adviser Public Disclosure (opens in a new tab) site.
- Individual CRD
- 5103186
- Firm CRD
- 131688