Strategic Financial Concepts, LLC

Strategic Financial Concepts, LLC (CRD# 141849) is a financial advisory firm headquartered in San Antonio, TX. They manage $117,304,568 in 1,063 accounts and serve the financial needs of clients across 9 states (or territories).

By the Numbers
  • Total Assets Under Management
    117
    MILLION
  • Total Number of Accounts
    1,063
    ACCOUNTS
  • Average Account Value
    $110,352
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
  • Other
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses (other than small businesses) or institutional clients
  • Pension consulting services
  • Selection of other advisers (including private fund managers)
  • Educational seminars/workshops
  • Other
Types of Clients
Registered States
Advisors affiliated with a RIA are permitted to work with up to five clients in nearly-all states* without explicit registration. The map below shows states where this firm has explicit registration only.

AL, CA, FL, LA, MT, NM, OK, TX, UT

Financial Advisors at Strategic Financial Concepts, LLC
Showing 1 - 10 of 28 top financial advisors.
1
Dean L. Boebinger
CRD#: 1964905
Houston, TX
96
Wealthminder
score

Dean Boebinger (CRD# 1964905) is an Investment Advisor Representative working at Strategic Financial Concepts, LLC in Houston, TX and has over 27 years of experience in the finance industry. Dean Boebinger has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.

2
Owen R. Seidenberger
CRD#: 418154
4091 Dezavala Road, Suite 1, San Antonio, TX 78249
96
Wealthminder
score

Owen Seidenberger (CRD# 418154) is an Investment Advisor Representative working at Strategic Financial Concepts, LLC in San Antonio, TX and has over 34 years of experience in the finance industry.

3
Ryan J. Bubela
CRD#: 4862533
12012 Technology Blvd, Suite 101, Austin, TX 78727
93
Wealthminder
score

Ryan Bubela (CRD# 4862533) is an Investment Advisor Representative working at Strategic Financial Concepts, LLC in Austin, TX and has over 11 years of experience in the finance industry.

4
Robert J. Denny
CRD#: 1913833
820 E. Alexander St., Lafayette, LA 70501
93
Wealthminder
score

Robert Denny (CRD# 1913833) is an Investment Advisor Representative working at Strategic Financial Concepts, LLC in Lafayette, LA and has over 19 years of experience in the finance industry.

5
Larry G. Holder
CRD#: 248394
Boerne, TX
93
Wealthminder
score

Larry Holder (CRD# 248394) is an Investment Advisor Representative working at Strategic Financial Concepts, LLC in Boerne, TX and has over 23 years of experience in the finance industry.

6
Daniel P. Meigs
CRD#: 1378892
40120 Industrial Park Circle, #c, Georgetown, TX 78626
93
Wealthminder
score

Daniel Meigs (CRD# 1378892) is an Investment Advisor Representative working at Strategic Financial Concepts, LLC in Georgetown, TX and has over 18 years of experience in the finance industry.

7
Thomas J. Meyer
CRD#: 4143520
2817 Athania Parkway, Metairie, LA 70002
93
Wealthminder
score

Thomas Meyer (CRD# 4143520) is an Investment Advisor Representative working at Strategic Financial Concepts, LLC in Metairie, LA and has over 9 years of experience in the finance industry.

8
Miles R. Miller
CRD#: 4038613
12012 Technology Blvd., Suite 101, Austin, TX 78727
93
Wealthminder
score

Miles Miller (CRD# 4038613) is an Investment Advisor Representative working at Strategic Financial Concepts, LLC in Austin, TX and has over 16 years of experience in the finance industry.

9
Sandra K. Morkovsky
CRD#: 4628513
301 West Grand Avenue, Yoakum, TX 77995
93
Wealthminder
score

Sandra Morkovsky (CRD# 4628513) is an Investment Advisor Representative working at Strategic Financial Concepts, LLC in Yoakum, TX and has over 13 years of experience in the finance industry.

10
Leonard J. Nelson
CRD#: 722771
2817 Athania Parkway, Metairie, LA 70002
93
Wealthminder
score

Leonard Nelson (CRD# 722771) is an Investment Advisor Representative working at Strategic Financial Concepts, LLC in Metairie, LA and has over 15 years of experience in the finance industry.

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