Dallas, TX Office
TeamData sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Client AUMTotal client AUM
$136,210,586
ClientsTotal clients
188
AdvisorsAdvisors at this office
3
Of 5 advisors across 3 offices
Location
17304 Preston Road, Suite 125
Dallas TX 75252
Advisors at this office
3
Advisors at this office
Stephen J
CFP®, Series 63, Series 66
Dallas, TX
Strategic Portfolio Solutions, LLC
Stephen Jenkins is a CFP® with 25 years of industry experience. He is currently with Strategic Portfolio Solutions, LLC and also serves as president of Lake Tower Financial Management, a firm he branded that provides insurance, annuity sales, and financial planning services. Jenkins is a board member of Grapevine Ambucs, a charitable service group focused on fundraising and strategic planning. Strategic Portfolio Solutions primarily serves individual and high-net-worth clients, as well as trusts, estates, and retirement plan participants. The firm offers asset management, financial planning, and consulting, with tailored portfolios that include traditional and active investment strategies, and provides divorce-planning services and educational workshops.
Charles J
Series 66
Dallas, TX
Strategic Portfolio Solutions, LLC
Charles Johnson is a financial advisor at Strategic Portfolio Solutions, LLC with 16 years of industry experience. He holds the Series 66 designation and previously worked for Holland Investment Management, Inc. for 10 years. Strategic Portfolio Solutions serves individual and high-net-worth clients, as well as trusts, estates, and retirement plan participants. The firm provides asset management, financial planning, consulting, and divorce-planning services, emphasizing tailored portfolios with continuous supervision and regular rebalancing.
Robert A
Series 63, Series 66
Dallas, TX
Strategic Portfolio Solutions, LLC
Robert Aikey is a financial advisor with Strategic Portfolio Solutions, LLC in Dallas, TX, holding Series 63 and Series 66 credentials and 21 years of industry experience. He has been with Strategic Portfolio Solutions since 2014. Outside of his advisory role, he is the founder of a health and life insurance business and is involved in photography and art on weekends. Strategic Portfolio Solutions serves individual and high-net-worth clients, as well as trusts, estates, and retirement plan participants, offering asset management, financial planning, and consulting services. The firm emphasizes tailored portfolios with continuous supervision and uses a range of investment strategies, including traditional equities, fixed income, ETFs, and more active approaches such as options and short-term trading.
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