Jeff Harold Groezinger

Employer firm

Waverly Advisors, LLC CRD 115332

$29.9B regulatory AUM 69 advisory clients

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Portfolio management (investment companies)
• Portfolio management (pooled vehicles)
• Portfolio management (institutions)
• Pension consulting

From the firm’s Form ADV. Read the guides:

• Item 5F — Regulatory AUM
• Item 5G — Advisory services
• Full firm profile

Current Employers

Employment History

• 03/2005 → 03/2025
  Buckingham Capital Management, Inc.
  Dayton, OH
• 11/2024 → Present
  Waverly Advisors, Llc
  Dayton, OH

Previous Registrations

• 2005-04-04 → 2025-03-17
  Buckingham Capital Management, Inc.
  Dayton, OH

Other Businesses

1. GROEZINGER GOLF ENTERPRISES, INC, 77 HIGHMEADOW DR, GAHANNA, OH 43230, S CORP, PRES SINCE 3/1/93. 2. WESTON & CO, CPA'S - PRESIDENT - 11/1/99, TAX ACCTING - CPA FIRM - PREPARATION OF TAX RETURNS & ACCTING SERVICES - 160 HRS A MONTH, COMP - MANAGEMENT FEES 3. GROEZINGER FINANCIAL GROUP - PRESIDENT - 11-1-99, 50 HRS A MONTH, MANAGE CPA FIRM, COMP-FEE/MGT FEES. 4. WESTON INS AGENCY - TREASURER 2-1-03, P&C INS. MAINTAIN CO FINANICAL REWARDS, COMP-PD TO CPA FIRM. 5. BUCKINGHAM CAPITAL MANAGEMENT, INC., INVESTMENT ADVISORY REPRESENTATIVE WITH SEC REGISTERED RIA.

Exams

• S65 Uniform Investment Adviser Law Examination
  1999-06-15
• S63 Uniform Securities Agent State Law Examination
  1998-06-23

Designations

• Personal Financial Specialist