# FINANCIAL CONCEPTS, INC.

FINANCIAL CONCEPTS, INC. of CHANDLER, AZ is an SEC-registered investment adviser.

## Registration

- CRD: 122342
- Type: SEC-registered investment adviser
- SEC file number: 801-64353
- Location: 3195 WEST RAY ROAD, SUITE 9, CHANDLER, AZ, 85226
- Phone: 480-963-1300
- Latest filing: 2012-05-08
- Regulatory AUM: $56.4M
- Discretionary AUM: $56.4M
- Clients: 6
- Accounts: 471

## Officers, owners & control persons (2)

| Name | Role | Location |
| --- | --- | --- |
| WOLF TIM LEE | PRESIDENT; PRESIDENT / CHIEF COMPLIANCE OFFICER | — |
| KELSEY RAYMOND CROMWELL | CHIEF COMPLIANCE OFFICER | — |


## Related pages

- Form ADV Part 2 brochure: https://search.stillhousedata.com/firm/122342/brochure
- Similar advisers: https://search.stillhousedata.com/firm/122342/similar
- Related entities: https://search.stillhousedata.com/firm/122342/related
- SEC IAPD (source of record): https://adviserinfo.sec.gov/firm/summary/122342

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Source: public SEC Form ADV data via Adviser Search (https://search.stillhousedata.com).
Agents: this data is also queryable via MCP tools and read-only SQL — see https://search.stillhousedata.com/llms.txt.