Strategic Financial Concepts, LLC

Strategic Financial Concepts, LLC (CRD# 141849) is a financial advisory firm headquartered in San Antonio, TX. They manage $987,555,105 in 4,631 accounts and serve the financial needs of clients across 18 states (or territories).

By the Numbers
  • Total Assets Under Management
    988
    MILLION
  • Total Number of Accounts
    4,631
    ACCOUNTS
  • Average Account Value
    $213,249
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
The map below shows states where this firm has explicit registration only.

AL, AR, CA, CO, FL, ID, LA, MN, MT, NM, NY, OK, TN, TX, UT, VA, WA, WI

Financial Advisors at Strategic Financial Concepts, LLC
Showing 21 - 30 of 36 top financial advisors.
21
Jeffery L. Solinsky
CRD#: 3042906
427 N. Pine Street, Suite B, Deridder, LA 70634

Jeffery Solinsky (CRD# 3042906) is an Investment Advisor Representative working at Strategic Financial Concepts, LLC in Deridder, LA and has over 25 years of experience in the finance industry.

22
John B. Stevens
CRD#: 4845319
521 Earl Garrett Street, Kerrville, TX 78028

John Stevens (CRD# 4845319) is an Investment Advisor Representative working at Strategic Financial Concepts, LLC in Kerrville, TX and has over 19 years of experience in the finance industry.

23
Adam D. Straseske
CRD#: 3197102
901 Ne Loop 410, Suite 100, San Antonio, TX 78209

Adam Straseske (CRD# 3197102) is an Investment Advisor Representative working at Strategic Financial Concepts, LLC in San Antonio, TX and has over 24 years of experience in the finance industry.

24
Richard G. Tarbell
CRD#: 1560733
901 Ne Loop 410, Suite 100, San Antonio, TX 78209

Richard Tarbell (CRD# 1560733) is an Investment Advisor Representative working at Strategic Financial Concepts, LLC in San Antonio, TX and has over 37 years of experience in the finance industry.

25
Patrick D. Taylor
CRD#: 2716254
2817 Athania Parkway, Metairie, LA 70002

Patrick Taylor (CRD# 2716254) is an Investment Advisor Representative working at Strategic Financial Concepts, LLC in Metairie, LA and has over 17 years of experience in the finance industry.

26
Leslie K. Wagner
CRD#: 4783984
6800 Park Ten Blvd., Suite 130e, San Antonio, TX 78213

Leslie Wagner (CRD# 4783984) is an Investment Advisor Representative working at Strategic Financial Concepts, LLC in San Antonio, TX and has over 19 years of experience in the finance industry.

27
Kirk A. Walker
CRD#: 5493727
901 Ne Loop 410, Suite 100, San Antonio, TX 78209

Kirk Walker (CRD# 5493727) is an Investment Advisor Representative working at Strategic Financial Concepts, LLC in San Antonio, TX and has over 9 years of experience in the finance industry.

28
Sean P. Weaver
CRD#: 4796739
1723 E. Southlake Blvd., Suite 100, Southlake, TX 76092

Sean Weaver (CRD# 4796739) is an Investment Advisor Representative working at Strategic Financial Concepts, LLC in Southlake, TX and has over 19 years of experience in the finance industry.

29
Philip E. Wetzel, Jr.
CRD#: 4141560
515 Houston Street, Suite 651, Fort Worth, TX 76102

Philip Wetzel, Jr. (CRD# 4141560) is an Investment Advisor Representative working at Strategic Financial Concepts, LLC in Fort Worth, TX and has over 23 years of experience in the finance industry.

30
Roger P. Whitney
CRD#: 2159694
752 N. Main Street, Unit #2285, Mansfield, TX 76063

Roger Whitney (CRD# 2159694) is an Investment Advisor Representative working at Strategic Financial Concepts, LLC in Mansfield, TX and has over 32 years of experience in the finance industry.

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