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).
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Total Assets Under Management988MILLION
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Total Number of Accounts4,631ACCOUNTS
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Average Account Value$213,249
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Other
- 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
AL, AR, CA, CO, FL, ID, LA, MN, MT, NM, NY, OK, TN, TX, UT, VA, WA, WI
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.
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.
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.
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.
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.
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.
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.
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.
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.
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.