Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Chris? Claim Your ProfileChris Edward Liebum is an investment advisor representative who has been in the industry since 2005. Chris is currently registered with Strategic Financial Concepts, LLC, and has also previously been registered with FARMERS FINANCIAL SOLUTIONS, LLC. Chris is a licensed insurance agent and has experience providing financial planning, pension consulting, and educational seminars. Chris's firm has approximately 65 clients and manages over $987 million in assets.
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
TX
01/06/2023 - Present
Strategic Financial Concepts, LLC (Katy TX)
TX
03/28/2005 - 08/02/2021
FARMERS FINANCIAL SOLUTIONS, LLC (KATY TX)
IA
Issued 08/30/2021
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 03/28/2005
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 03/25/2005
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
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