STRATEGIC FINANCIAL CONCEPTS, LLC of SAN ANTONIO, TX is an SEC-registered investment adviser (CRD 141849). Regulatory assets under management: $927.7M.
Compensation: % of AUM, Hourly, Fixed, Other.
Clients served: Individuals, High net worth, Pooled vehicles, Pensions, Charities, Other.
| Name | Role | Location |
|---|---|---|
| Reagan Lee Wagner | MANAGING MEMBER AND CHIEF COMPLIANCE OFFICER | — |
| Leslie Kristen Wagner | OWNER AND CHIEF OPERATING OFFICER | — |
| WAGNER KENNETH LEE | MANAGING MEMBER AND CHIEF COMPLIANCE OFFICER; MEMBER; MEMBER AND CHIEF COMPLIANCE OFFICER | — |
| MCNORTON RUSSELL THOMAS | CHIEF EXECUTIVE OFFICER; MANAGING MEMBER | — |
| FRIEND ROSS DAVID | CHIEF COMPLIANCE OFFICER AND MEMBER; MEMBER; PRESIDENT AND CHIEF COMPLIANCE OFFICER | — |
| PARENT DAVID ANTHONY | CHIEF OPERATING OFFICER; CHIEF OPERATING OFFICER AND MEMBER | — |
| SHOTTS JOHN DIXON | CHIEF FINANCIAL OFFICER; CHIEF FINANCIAL OFFICER AND MEMBER | — |
| SWINEHART JOEL RICHARD | MEMBER | — |
| SHARP MICHAEL RAY | MANAGING MEMBER AND CHIEF COMPLIANCE OFFICER; MEMBER | — |
| WAGNER LESLIE KRISTEN | OWNER AND CHIEF OPERATING OFFICER | — |