Andrew Todd Bucksner

Employer firm

Wick Capital Partners, LLC CRD 299194

$930M regulatory AUM

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• 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

• 05/2026 → Present
  Wick Capital Partners, Llc
  Wayne, PA
• 05/2016 → 07/2018
  Vanguard Marketing Corporation
  Malvern, PA
• 07/2018 → 11/2018
  Tiaa
  Philadelphia, PA
• 07/2018 → 11/2018
  Tiaa-Cref Individual & Institutional Services, Llc
  Philadelphia, PA
• 01/2019 → 04/2019
  Keybank
  Spring House, PA
• 02/2019 → 04/2019
  Key Investment Services Llc
  Plymouth Meeting, PA
• 05/2019 → 06/2020
  Lincoln Investment Planning, Llc
  Fort Washington, PA
• 09/2020 → 05/2026
  Archetype Advisors, Llc
  Doylestown, PA

Previous Registrations

• 2020-10-23 → 2026-06-09
  Archetype Advisors, Llc
  Doylestown, PA
• 2019-05-03 → 2020-06-10
  Lincoln Investment
  New Hope, PA
  Horsham, PA
• 2019-05-03 → 2020-06-10
  Capital Analysts
  New Hope, PA
• 2018-08-07 → 2018-11-29
  Tiaa-Cref Individual & Institutional Services, Llc
  Philadelphia, PA

Exams

• S66 Uniform Combined State Law Examination
  2018-08-06
• S63 Uniform Securities Agent State Law Examination
  2015-02-18

Designations

• Certified Financial Planner

Other Names

• Andrew Bucksner
• Andrew Todd Bucksner