Heath James Mason Mcateer

Employer firm

Robert W. Baird & Co. Incorporated CRD 8158

$394B regulatory AUM 19,985 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

• 07/2016 → 10/2016
  Lenhart, Mason & Associates
  Casper, WY
• 11/2016 → 06/2018
  Anton Collins Mitchell, Llp
  Laramie, WY
• 06/2018 → 09/2023
  Buckingham Strategic Wealth, Llc
  Clayton, MO
• 09/2023 → 10/2023
  Domain Money, Inc.
  New York, NY
• 12/2023 → Present
  Robert W. Baird & Co. Incorporated
  Denver, CO

Previous Registrations

• 2018-11-16 → 2023-09-20
  Buckingham Strategic Wealth, Llc
  Casper, WY
  St Louis, MO

Other Businesses

1.) Heath McAteer Entertainment - I write and perform music around town with my friend John. I only devote some evening hours for rehearsals and shows - likely around 3-5 hours per week depending on how many shows we have. 2.) Pathfinder Music, LLC - I am a 1/5 member in an LLC/ band that matches the exact same description for my business noted above. We write and perform music around town - 3-5 hours per week maximum.

Exams

• S65 Uniform Investment Adviser Law Examination
  2018-11-16

Designations

• Certified Financial Planner