Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Brett? Claim Your ProfileBrett Thomas Henry is an Investment Advisor Representative with Strategic Financial Concepts, LLC. Brett is registered to provide investment advisory services in Oklahoma. Brett has been in the financial services industry since January 1999. Brett obtained his Series 65 license in December 2023 and has a SIE designation from December 2022. Brett is also a real estate owner and is affiliated with NFA Wealth Management. Strategic Financial Concepts, LLC provides investment advisory services to individuals, high-net-worth individuals, corporations, charitable organizations, pension plans, and insurance companies. The firm's services include financial planning, portfolio management, pension consulting, and educational seminars. Brett is committed to providing personalized and comprehensive financial planning and investment management services to help clients achieve their financial goals.
Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.
Comprehensive financial plans to help you achieve your personal and business goals.
Guidance on pension options to ensure a secure financial future.
Seminars designed to boost your financial literacy and investment knowledge.
Helps you choose top advisors aligned with your financial goals.
Custom portfolio management strategies for businesses to achieve long-term growth.
Personalized portfolio management to meet individual financial objectives.
General consulting and business planning services
Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.
Set rates for specific services, regardless of time or assets managed.
A percentage of the total value of assets under management is charged.
Retainer fees
1
2
OK
12/22/2023 - Present
Strategic Financial Concepts, LLC (Norman OK)
IA
Issued 12/22/2023
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 12/31/2022
SIE - Securities Industry Essentials Examination
Active
Inactive
Not sure Brett Henry is the right advisor for you? Invested Better is here to help.
