Philip Eugene Wetzel, Jr.

Current Employers

Employment History

• 08/2003 → Present
  Lpl Financial Llc
  Fort Worth, TX
• 02/2009 → 06/2021
  Whitney Wetzel & Kuether, L.L.C.
  Fort Worth, TX
• 06/2013 → 01/2019
  Wwk Wealth Advisors
  Ft. Worth, TX
• 02/2019 → Present
  Strategic Financial Concepts, Llc
  Fort Worth, TX

Previous Registrations

• 2009-03-31 → 2019-07-26
  Wwk Wealth Advisors
  Fort Worth, TX
  Fort Worth, TX
• 2000-08-14 → 2003-08-28
  Ubs Financial Services Inc.
  Fort Worth, TX

Other Businesses

1. 8/7/2010: THE MARKETING GROUP - NON-VARIABLE INSURANCE - INV REL - AT REPORTED BUSINESS LOCATION - APPOINTED AGENT WITH THE MARKETING GROUP, A LOCAL GENERAL AGENCY - TIME SPENT 5%. 2. 12/27/2011: WWK HOLDINGS, LLC - Business Entity For Tax/Investment Purposes Only - INV REL - AT REPORTED BUSINESS LOCATION - LLC TO RECEIVE PAYMENTS FROM HOLLAND INVESTMENT MANAGEMENT FOR ADMINISTRATIVE SERVICES(PREVIOUSLY APPROVED BY LPL) AND TO MAKE PRIVATE SECURITIES TRANSACTIONS - TIME SPENT 5%. 3. 2/14/2017 - Advisor's Resource Group - Investment Related - At Reported Business Location(s) - Non-Variable Insurance - Started 02/02/2017 - 0 Hours Per Month. 4. 10/12/2018 - Inertia/Advisor Services Group - Investment Related - At Reported Business Location(s) - Non-Variable Insurance - Start Date:10/01/2018 - 1 Hours Per Month/0 Hours During Trading. 5.8/23/2019 - WWK Wealth Advisors - Investment Related - At Reported Business Location(s) - DBA for LPL Business (entity for LPL business) - Started 08/12/2019 - 160 Hours Per Month During Securities Trading. 6. 10/3/2019 - Wetzel Financial Strategies, LLC - Not Investment Related - At Reported Business Location(s) - Business Entity For Tax/Investment Purposes Only - Director - Started 07/08/2019 - 1 Hour Per Month/0 Hours During Securities Trading. 7. 02/19/2026 - Strategic Financial Concepts - Registered Investment Advisor Hybrid - IAR - Investment Related - At Reported Business Location(s) - Start Date 08/05/2019 - 160 hours per month/ during trading - I provide investment advisory services through Strategic Financial Concepts, LLC, an independent investment advisor firm. I started this business activity in 8/2019. I expect to spend approximately 160 hours per month on this activity. Please see the advisory firm's Form ADV for more information about its address, the nature of its business, its owners, and its services at http://www.adviserinfo.sec.gov/IAPD. The firm is separate from and independent of LPL Financial. 8. 03/03/2026 - NFA Wealth Management - Registered Investment Advisor DBA - IAR - Investment Related - At Reported Business Location(s) - Start Date 02/12/2026 - 160 hours per month/ during trading

Exams

• S66 Uniform Combined State Law Examination
  2000-04-12

Other Names

• Philip Eugene Wetzel