Sandra Dee Hegeman

Employer firm

LPl Financial LLC CRD 6413

$819B regulatory AUM 209,600 advisory clients

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Portfolio management (institutions)
• Educational seminars
• CONSULTING AND OTHER NON-DISCRETIONARY ADVISORY SERVICES

From the firm’s Form ADV. Read the guides:

• Item 5F — Regulatory AUM
• Item 5G — Advisory services
• Full firm profile

Current Employers

Employment History

• 10/2015 → Present
  Lpl Financial, Llc
  Norman, OK
• 06/2015 → Present
  National Financial Alliance
  Norman, OK
• 03/2016 → Present
  Strategic Financial Concepts, Llc
  Norman, OK

Other Businesses

(1) 10/09/2015: National Financial Alliance - Non-Variable Insurance - Investment Related - 6800 Park Ten Blvd. Ste 130E, San Antonio, TX 78213 - Start 06/01/2015 - 80 Hr/Mo; 80 Hour(s) During Securities Trading; 50% Time Spent - Insurance Agent: Disability, Fixed Annuities, Health, Life, Long Term Care (2) 02/05/2016: NFA Wealth Management - DBA for LPL Business (entity for LPL business) - Investment Related - At Reported Business Location(s) - Start 02/06/2016 - 40 Hr/Mo; 5 Hour(s) During Securities Trading (3) 03/24/2016: Strategic Financial Concepts, LLC - Registered Investment Advisor Hybrid - DBA: (Hybrid) Strategic Financial Concepts, LLC - Investment Related - 6800 Park Ten Blvd, Ste 130E, San Antonio, TX 78213 - Start 06/01/2015 - 100 Hr/Mo; 100 Hour(s) During Securities Trading; 60% Time Spent - IAR Provide Advice for a fee. (4) 11/12/2018 - Strategic Financial Concepts LLC - DBA: (Hybrid) NFA Wealth Management - Investment Related - At Reported Business Location(s) - Registered Investment Advisor DBA - Start Date: 10/24/2018 - 25 Hours Per Month/5 Hours During Securities Trading - I provide investment advisory services through Strategic Financial Concepts LLC, an independent investment advisor firm. I started this business activity in 10/24/2018. I expect to spend approximately 25 hours per month on this activity. Please see the Form ADV of the advisory firm 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. 5). 01/11/2019 - Romano Wealth Management - Investment related - At reported business location(s) - Non-Variable Insurance - start date:10/05/2018 - 1 hr/mo - 1 hr during trading. 6) 06/29/2023 - First Liberty Bank - Not Investment Related - 3500 24th Avenue NW, Norman, OK 73069 - For-Profit Board Member - Start Date 07/12/2023 - 1 Hour Per Month/ 1 Hour During Securities Trading

Exams

• S66 Uniform Combined State Law Examination
  2016-01-07

Other Names

• Sandra Dee Atkinson
• Sandi Hegeman