Andrew Todd Bucksner
Investment adviser representative at Wick Capital Partners, LLC
10 yearsExperience
1 stateRegistered in
CFP® certificationDesignation
$929.7MFirm 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 assetsFixed or flat fee
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
- Pension consulting
Experience
10 years in the industry.
- Wick Capital Partners, LLCMay 2026 to now
- Archetype Advisors, LLCSep 2020 to May 2026
- Lincoln Investment Planning, LLCMay 2019 to Jun 2020
- Key Investment Services LLCFeb 2019 to Apr 2019
- KeybankJan 2019 to Apr 2019
- TIAAJul 2018 to Nov 2018
- TIAA-CREF Individual & Institutional Services, LLCJul 2018 to Nov 2018
- Vanguard Marketing CorporationMay 2016 to Jul 2018
Designations
- CFP® certification
Exams passed
- Series 63 · Uniform Securities Agent State Law2015
- Series 66 · Uniform Combined State Law2018
State registrations
Registered as an investment adviser representative in 1 state (PA).
Wick Capital Partners, LLC
$929.7MAssets managed
367Clients
11Advisers
7 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
- 6431117
- Firm CRD
- 299194