Adam Dennis Straseske

LPL Financial LLC

23 Years of Experience

1 DisclosureBrokerSells Insurance

View SEC Summary

Areas of Practice

Investment ManagementRetirement PlanningEducation PlanningEstate PlanningFinancial Planning & CoachingTax Planning

LPL Financial LLC

Compensation

Commission-BasedFee-Only (AUM)Fixed/Hourly

Firm Size

26657 advisors

Number of Clients

1,676,192 clients

Average Client Portfolio

$369K average

Assets Under Management

$618.9B

Fee Structure

Minimum Investment:$1K

Location

901 NE Loop 410, Suite 100, San Antonio, TX, 78209

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History

Regulatory History (1)

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Criminal

December 1994

Final Disposition

View Full SEC Report How to Read Disclosures

Other Business ActivitiesSells Insurance

Adam is a registered investment advisor through Strategic Financial Concepts, LLC, and also offers non-variable insurance products like life, disability, and fixed annuities through National Financial Alliance, dedicating about 10% of his time to insurance. He also has several DBAs and LLCs for business and accounting purposes, as well as real estate rental properties.

Employment History

Current Registrations

LPL Financial LLC

September 2009 - Present · 16 yrs 5 mos

LPL Financial LLCBroker

September 2009 - Present · 16 yrs 5 mos

Strategic Financial Concepts, LLC

November 2008 - Present · 17 yrs 3 mos

Previous Registrations

Mutual Service CorporationBroker

November 2008 - September 2009 · 10 mos

Choice Advisory Group, INC.

March 2006 - December 2006 · 9 mos

Choice Investments, INC.

April 2005 - July 2006 · 1 yr 3 mos

Choice Investments, INC.Broker

June 2002 - December 2006 · 4 yrs 6 mos

Linsco/private Ledger CORP.Broker

February 2001 - June 2001 · 4 mos

Morgan Keegan & Company, INC.Broker

March 2000 - February 2001 · 11 mos

Dean Witter Reynolds INC.Broker

April 1999 - March 2000 · 11 mos

State Registrations30 states

ALARAZCACOCTFLGAIAIDILINKSLAMDMIMNMOMSNDNMOHOKORPASCTNTXVAWA

AdvisorBrokerBoth

Exams

No exam information available for this advisor.