Jeffery Lyle Solinsky

Strategic Financial Concepts, LLC

27 Years of Experience

1 DisclosureSells Insurance

View SEC Summary

Areas of Practice

Retirement PlanningEducation PlanningTax PlanningEstate PlanningInvestment Management

Strategic Financial Concepts, LLC

Compensation

Fee-Only (AUM)Fixed/Hourly

Firm Size

43 advisors

Number of Clients

3,290 clients

Average Client Portfolio

$306K average

Assets Under Management

$1.0B

Fee Structure

Minimum Investment:$250K

AUM-Based Fees (Tiered)

Assets Under Management	Annual Fee
Up to $500K	2.50%
$500K - $1.0M	2.00%
$1M+	1.50%

Fees may be negotiable based on individual Client circumstances and the scope of the relationship.

Fee Estimator

Your Portfolio Value

$500K

$0$500K$1M$5M$20M

Estimated Annual Fee

—

Location

427 N. Pine Street, Suite B, Deridder, LA, 70634

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History

Regulatory History (1)

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Employment Separation After Allegations

March 2017

View Full SEC Report How to Read Disclosures

Other Business ActivitiesSells Insurance

Jeffery is involved in several business activities, including real estate rental, serving as an alderman for the Town of Rosepine, and operating as a registered investment advisor under multiple DBAs. He also dedicates a significant portion of his time to insurance-related activities and owns a honey farm and fruit orchard with his wife.

Employment History

Current Registrations

Strategic Financial Concepts, LLC

August 2009 - Present · 16 yrs 6 mos

Previous Registrations

LPL Financial LLC

October 2012 - October 2012 · 0 mos

LPL Financial LLCBroker

October 2009 - April 2017 · 7 yrs 6 mos

Mutual Service Corporation

February 2009 - August 2009 · 6 mos

Mutual Service CorporationBroker

January 2009 - October 2009 · 9 mos

Sagepoint Financial, INC.

October 2008 - February 2009 · 4 mos

Sagepoint Financial, INC.Broker

October 2008 - February 2009 · 4 mos

American General Securities Incorporated

March 2008 - October 2008 · 7 mos

American General Securities IncorporatedBroker

October 2002 - October 2008 · 6 yrs

Franklin Financial Services CorporationBroker

April 1998 - October 2002 · 4 yrs 6 mos

State Registrations2 states

LATX

Advisor

Exams

No exam information available for this advisor.