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Kirk Alan Walker

Strategic Financial Concepts, LLC

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About Kirk Alan Walker

Kirk Alan Walker is a financial advisor registered with the state of Texas. Kirk Walker's firm, Strategic Financial Concepts, LLC, is based in San Antonio and has a branch office in San Antonio. Kirk Alan Walker specializes in providing general consulting, financial planning, pension consulting, educational seminars, selection of other advisors, and portfolio management. Kirk Alan Walker offers services to individuals, corporations, and businesses. Kirk Alan Walker is a registered Investment Advisor Representative.

Firm Information

Kirk Walker is currently registered with Strategic Financial Concepts, LLC. Strategic Financial Concepts, LLC is a registered investment advisor headquartered in San Antonio, Texas. The firm provides financial planning, pension consulting, educational seminars, and portfolio management services to individuals, businesses, 401(k) plans, pension and profit-sharing plans, insurance companies, charitable organizations, and other clients. Strategic Financial Concepts, LLC has approximately $987.56 million in regulatory assets under management.
Strategic Financial Concepts, LLC

901 NE LOOP 410

SAN ANTONIO, TX 78209

$987.56M

Assets Under Management

65

Total Clients

40

Total Financial Advisors

Services Offered

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.

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financial planning services

Comprehensive financial plans to help you achieve your personal and business goals.

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pension consulting services

Guidance on pension options to ensure a secure financial future.

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educational seminars & workshops

Seminars designed to boost your financial literacy and investment knowledge.

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selection of other advisors

Helps you choose top advisors aligned with your financial goals.

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portfolio management for businesses

Custom portfolio management strategies for businesses to achieve long-term growth.

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portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

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general consulting and business planning services

General consulting and business planning services

Fee Structure

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.

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fixed fees

Set rates for specific services, regardless of time or assets managed.

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percentage of assets

A percentage of the total value of assets under management is charged.

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other

Retainer fees

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Kirk Walker’s Registration & Firm History

TX

06/23/2014 - Present

Strategic Financial Concepts, LLC (SAN ANTONIO TX)

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Licenses & Designations

IA

Issued 06/11/2014

Series 65 - Uniform Investment Adviser Law Examination

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are no public disclosures for Kirk Alan Walker.
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