Janet Carol Steinke

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

• 09/1993 → 03/2025
  Buckingham Financial Group, Inc.
  Dayton, OH
• 09/1993 → 03/2025
  Buckingham Agency
  Dayton, OH
• 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
• 2016-03-23 → 2025-03-06
  Buckingham Financial Group, Inc.
  Dayton, OH

Exams

• S65 Uniform Investment Adviser Law Examination
  1999-09-28
• S63 Uniform Securities Agent State Law Examination
  1994-07-01

Designations

• Certified Financial Planner

Other Names

• Janet Carol Borda