Sandra
Hegeman
Strategic Financial Concepts, LLC
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About this Advisor
Sandra Hegeman is a financial advisor who works in Blanchard, Oklahoma with a total of 7 years of relevant experience. Hegeman is an employee of Strategic Financial Concepts, LLC. Over the course of their career, they have held roles at Lpl Financial, LLC, Norman Regional Health System, National Financial Alliance and Strategic Financial Concepts, LLC. Hegeman maintains a Series 66 license, which qualifies them as both a securities agent and an investment advisor representative, and is able to work in Oklahoma. Strategic Financial Concepts, LLC is a registered investment company that has its headquarters in San Antonio, TX. The company has offices in 27 locations and a total of 35 advisors. It oversees $811 million in assets across its 4,470 customer accounts, placing it among the bigger firms in the country by assets under management. The firm advises six charitable organizations. Of its 4,470 accounts, just 4% are held by high-net-worth investors who have at least $1 million in investable assets. The business has a broad array of services, such as 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. A financial advisor's fee schedules vary depending on the type of services offered. However, fee types charged by Strategic Financial Concepts, LLC can include some blend of asset-based, hourly, fixed and other fees.
Certifications and Registrations
Years Registered*
Services Offered
Fee Structure
Office Location
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Strategic Financial Concepts, LLC Brokerage Details
$811,032,601
35
4,470
$181,439
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
Sandra Hegeman Work History
Sandra has been registered as a financial advisor for 7 years.*
Strategic Financial Concepts, LLC
Lpl Financial, LLC
National Financial Alliance
Norman Regional Health System
*The number of years registered in this profile is calculated by taking the year of an advisor's first active registration and subtracting it from the current year.
Disclosures
Please visit the SEC profile of Sandra Hegeman 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
Houston, TX
Round Rock, TX
Round Rock, TX
Blanchard, OK
Texarkana, TX
Fort Worth, TX
El Paso, TX
Houston, TX
The content in this profile was updated by SmartAsset on 4/16/2023. 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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