Brett
Henry
Strategic Financial Concepts, LLC
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About this Advisor
Brett Henry is a financial advisor based in Norman, Oklahoma, working with Strategic Financial Concepts, LLC. Brett has previously held positions at Lpl Financial LLC and the City Of Oklahoma City. Brett has passed the Series 65 regulatory exam and is registered to provide services in Oklahoma. Currently, Brett is part of Strategic Financial Concepts, LLC, which operates out of Norman, Oklahoma. The firm has 25 offices and 35 employees. The firm manages assets totaling $987.6 million and serves a variety of clients, including charitable organizations and high-net-worth individuals. The services offered by the firm include financial planning services, portfolio management for individuals and small businesses, portfolio management for institutional clients, pension consulting services, selection of other advisers, educational seminars, and other services. The fee structure at Strategic Financial Concepts, LLC includes asset-based, hourly, fixed, and other fees.
Certifications and Registrations
Services Offered
Fee Structure
Office Location
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Strategic Financial Concepts, LLC Brokerage Details
$987,555,105
35
4,631
$213,249
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses or institutional clients
- Pension consulting services
- Selection of other advisers
- Educational seminars/workshops
- Other
Brett Henry Work History
Lpl Financial LLC
City Of Oklahoma City
Disclosures
Please visit the SEC profile of Brett Henry to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.
Financial Advisors at Strategic Financial Concepts, LLC
Round Rock, TX
San Antonio, TX
Norman, OK
Houston, TX
Metairie, LA
Round Rock, TX
San Antonio, TX
El Paso, TX
The content in this profile was updated by SmartAsset on 6/19/2024. All advisor details come from publicly available data, and we cannot guarantee the accuracy of the content. We are unable to make individual profile updates. If you want your profile removed temporarily or permanently, please contact profile-compliance@smartasset.com.
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