Unclaimed Profile

Leslie Kristen Wagner

STRATEGIC FINANCIAL CONCEPTS, LLC·SAN ANTONIO, Texas

Clean recordSTRATEGIC 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

Brand Profile

Not yet started

Disclosure history

Clean record · no disclosure events on file

About

Leslie Kristen Wagner is a registered financial advisor based in SAN ANTONIO, Texas, affiliated with STRATEGIC FINANCIAL CONCEPTS, LLC. This profile is generated from public SEC and FINRA registration data.

Focus Areas

Specialties

Financial Planning

Investment Management

Wealth Management

Client Types

Individuals

High Net Worth Individuals

Nonprofits & Foundations

Introduction

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Firm Overview

Firm

STRATEGIC FINANCIAL CONCEPTS, LLC

AUM

$988M

Regulatory assets under management

Employees

Total firm employees

View all advisors at STRATEGIC FINANCIAL CONCEPTS, LLC →

Services

Financial planning

Portfolio management (individuals)

Selection of other advisers

Publication of periodicals/newsletters

Security ratings or pricing services

Charitable organization or education services

Other

Background

Compensation

Percentage of AUM

Hourly charges

Subscription fees

Other: RETAINER FEES

Regulatory

SEC/IARD CRD# 4783984

Firm CRD# 141849

View on FINRA BrokerCheck →

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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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