Norman, OK Office
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Strategic Financial Concepts, LLC
Multi-team
Firm-wide stats for Strategic Financial Concepts, LLC
About
Strategic Financial Concepts, LLC provides personalized investment advisory and financial planning services to a mix of individuals, pension and profit-sharing plans, trusts, estates, charitable organizations, corporations, and other business entities. The firm offers comprehensive financial planning, discretionary investment management using model portfolios and third‑party money managers, and participates in several sponsored advisory programs.
SFC typically begins with a complimentary consultation and delivers financial planning either as a stand‑alone engagement or as part of ongoing asset management; investment management is generally discretionary and uses both fundamental and technical analysis across mutual funds, individual securities, ETFs, and, occasionally, options. The firm also uses model portfolios, assists in selecting third‑party managers, and can place client assets in LPL‑sponsored programs or custodial platforms such as Schwab.
What distinguishes SFC among multi‑team peers is the prominence of insurance‑related activities in its practice: associated persons are licensed to sell insurance, maintain affiliated insurance agencies, and the firm earns referral fees on cash management solutions (for example, a disclosed 47.6 basis‑point referral fee for the IFI Network program), supporting relationships with insurance‑company clients — a client type that is statistically uncommon for multi‑team firms. The firm also integrates multiple LPL program offerings (OMP, PWP, MWP, SWM, and Manager Access Select) and reported discretionary assets under management of approximately $927.7 million as of December 31, 2025.
Based on Strategic Financial Concepts, LLC
Expertise
Based on Strategic Financial Concepts, LLC
Location
808 24th Avenue NW, Suite 202
Norman OK 73069
Advisors at this office
3
Advisors at this office
Van T
Series 66
Norman, OK
Strategic Financial Concepts, LLC
Van Taylor is an advisor at Strategic Financial Concepts, LLC with a Series 66 designation and recent experience beginning in 2025. His prior work includes roles at LPL Financial LLC, NFA Wealth Management, and Standish Management, as well as involvement in non-financial activities such as Gracie K Photography and Petra Coatings. Strategic Financial Concepts, LLC provides personalized investment advisory and financial planning services to individuals, institutions, and business entities. The firm integrates discretionary investment management with financial planning and utilizes model portfolios, third-party managers, and multiple LPL program offerings.
Brett H
Series 65
Norman, OK
Strategic Financial Concepts, LLC
Brett Henry is a financial advisor at Strategic Financial Concepts, LLC with two years of industry experience. He holds a Series 65 designation and previously worked at LPL Financial and the City of Oklahoma City. Strategic Financial Concepts provides personalized investment advisory and financial planning services to a diverse client base, including individuals, high-net-worth households, retirement plans, and charitable organizations. The firm employs discretionary portfolio management using fundamental and technical analysis, model portfolios, and third-party manager solutions, with ongoing supervision and rebalancing.
Delaney M
Series 66
Norman, OK
Strategic Financial Concepts, LLC
Delaney Mc Coy is a financial advisor with Strategic Financial Concepts, LLC, holding a Series 66 designation and two years of industry experience. Prior to joining Strategic Financial Concepts, Mc Coy worked at LPL Financial and the Physician's Liability Insurance Company. Outside of advisory work, Mc Coy owns a business called 2B LLC. Strategic Financial Concepts offers personalized investment advisory and financial planning services to a diverse client base, including individuals, high-net-worth households, retirement plans, trusts, and corporations. The firm employs a combination of fundamental and technical analysis, model portfolios, and third-party manager solutions, providing continuous discretionary portfolio management and integrated financial planning.
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