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Robert B
Series 63, Series 65
Houston, TX
Strategic Financial Concepts, LLC
Robert Bruns is a financial advisor with Strategic Financial Concepts, LLC in Houston, TX, holding Series 63 and Series 65 licenses and bringing 27 years of industry experience. He has worked with LPL Financial since 2011 and has been with Strategic Financial Concepts since 2018. Outside of his advisory roles, he provides consultation regarding federal employee benefits and life insurance. Strategic Financial Concepts offers personalized investment advisory and financial planning services to individuals, high-net-worth households, retirement plans, trusts, estates, charitable organizations, corporations, and other business entities. The firm provides discretionary portfolio management integrating fundamental and technical analysis, model portfolios, and third-party manager solutions, with ongoing supervision and rebalancing.
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