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Owner and Chief Operating Officer · Strategic Financial Concepts, LLC

Leslie K. Wagner

CRD 4783984 · Named on Form ADV at one SEC-registered adviser

At a glance

Strategic Financial Concepts, LLC, an SEC-registered wealth manager based in SAN Antonio, TX with $928 million in regulatory assets, lists Leslie K. Wagner on its Form ADV as Owner and Chief Operating Officer, a control person.

Firms and roles

AtlasMembers

Leslie’s stakes and control

What Form ADV says they own at each firm, whether they control it, and how each firm is growing. Atlas members see all of it.

Ownership stake at the firm
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Control-person status
1 firmLocked
When each role began
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Each firm’s assets and growth
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Free while Atlas launches: create a free account and confirm your email. Every figure comes from SEC filings.

Colleagues named on the same filings

  • Reagan L. WagnerManaging Member and Chief Compliance Officer, Strategic Financial Concepts, LLC

Something wrong? Ask for a correction. Source: Schedules A and B of each firm’s latest Form ADV, filed with the SEC. For Leslie’s registrations, exams and any disclosures, see the SEC’s adviser search or FINRA BrokerCheck.