Unclaimed Profile

Leslie Kristen Wagner

STRATEGIC FINANCIAL CONCEPTS, LLC·SAN ANTONIO, Texas

SIE, Series 6, Series 7, Series 24, Series 63, Series 65Clean record17 years registeredSTRATEGIC FINANCIAL CONCEPTS, LLC

901 NE LOOP 410, SAN ANTONIO, TX 78209CRD# 4783984Firm CRD# 141849

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed

Identity

Leslie Kristen Wagner · SAN ANTONIO, TX

Registration

CRD #4783984 · STRATEGIC FINANCIAL CONCEPTS, LLC · 17 years registered

Brand Profile

Not yet started

Career History

STRATEGIC FINANCIAL CONCEPTS, LLC

Aug 2008 – present

LPL FINANCIAL LLC

Jun 2016 – Dec 2017

FORT MILL, SC

Registrations & Exams

FINRA examinations passed

SIE

Series 6

Series 7

Series 24

Series 63

Series 65

Registration record

First registered · August 28, 2008

Years registered · 17

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD. Verify on FINRA BrokerCheck →

Firm Overview

Firm

STRATEGIC FINANCIAL CONCEPTS, LLC

CRD 141849 · SEC 801-67243

AUM

$988M

Regulatory assets under management

Employees

4,631 client accounts

Services offered by STRATEGIC FINANCIAL CONCEPTS, LLC

Per Form ADV

Financial planning

Portfolio management (individuals)

Selection of other advisers

Publication of periodicals/newsletters

Security ratings or pricing services

Charitable organization or education services

Other

Client types served by the firm

Per Form ADV

Individuals

High Net Worth Individuals

Nonprofits & Foundations

View all advisors at STRATEGIC FINANCIAL CONCEPTS, LLC →

Introduction

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Frequently Asked Questions

What services does Leslie Kristen Wagner offer?

Leslie Kristen Wagner specializes in Financial Planning, Investment Management, Wealth Management. Contact their office in SAN ANTONIO, Texas for a consultation.

What are Leslie Kristen Wagner's credentials?

Leslie Kristen Wagner is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.

Where is Leslie Kristen Wagner located?

Leslie Kristen Wagner is based in SAN ANTONIO, Texas, working with STRATEGIC FINANCIAL CONCEPTS, LLC. Their office serves clients in the SAN ANTONIO metropolitan area and surrounding communities.

How does Leslie Kristen Wagner charge for services?

Leslie Kristen Wagner's firm is compensated through percentage of aum, hourly charges, subscription fees, other: retainer fees. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.

How large is STRATEGIC FINANCIAL CONCEPTS, LLC?

STRATEGIC FINANCIAL CONCEPTS, LLC has approximately 35 employees and manages $988M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.

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