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Current Employers
Strategic Financial Concepts, Llc

901 Ne Loop 410 Suite 100, San Antonio, TX 78209 • United States

Current Registrations

AuthorityCategoryStatusDate
TX RA APPROVED 2025-03-17
  • TX RA
    APPROVED
    Since 2025-03-17

Branch Locations

901 Ne Loop 410 Suite 100, San Antonio, TX 78209 • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Unemployed Regensburg 02/2017 04/2019
Self Employed Contractor Regensburg 05/2016 02/2017
First Command Financial Planning Fort Worth TX 04/2019 01/2020
First Command Financial Planning, Inc. Fort Worth TX 01/2020 09/2022
First Command Advisory Services, Inc. Fort Worth TX 01/2020 09/2022
First Command Insurance Services, Inc. Fort Worth TX 01/2020 09/2022
Wells Fargo Clearing Services, Llc San Antonio TX 09/2022 03/2025
Lpl Financial Llc San Antonio TX 03/2025 Present
  • 02/2017 → 04/2019
    Unemployed
    Regensburg
  • 05/2016 → 02/2017
    Self Employed Contractor
    Regensburg
  • 04/2019 → 01/2020
    First Command Financial Planning
    Fort Worth, TX
  • 01/2020 → 09/2022
    First Command Financial Planning, Inc.
    Fort Worth, TX
  • 01/2020 → 09/2022
    First Command Advisory Services, Inc.
    Fort Worth, TX
  • 01/2020 → 09/2022
    First Command Insurance Services, Inc.
    Fort Worth, TX
  • 09/2022 → 03/2025
    San Antonio, TX
  • 03/2025 → Present
    Lpl Financial Llc
    San Antonio, TX
Previous Registrations
Other Businesses

1-02/2025 / NFA Wealth Management / DBA for LPL Business (entity for LPL business) / INV RLTD / AT LOCATION / 160 HRS MNTH / 8 HRS DURING TRADING / START 03/06/2025 2- 03/28/2025 - NFA Wealth Management - Investment Related - Registered Investment Advisor DBA - At Reported Business Location(s) - Start Date:03/04/2025 - 160 Hrs/Mth - 8 Hrs During Trading. 3- 03/28/2025 - Strategic Financial Concepts, LLC - Investment Related - Registered Investment Advisor Hybrid - At Reported Business Location(s) - Start Date:03/04/2025 - 160 Hrs/Mth - 8 Hrs During Trading.I provide investment advisory services through Strategic Financial Concepts, LLC, an independent investment advisor firm. I started this business activity in 3/2025. 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. 4- 11/20/2025 - NFA Institutional Services - DBA for LPL Business (entity for LPL business) - Investment Related - At Reported Business Location(s) - Start Date 11/12/2025 - 5 hours per month/ 0 hours during trading 5- 11/20/2025 - NFA Insurance - DBA for LPL Business (entity for LPL business) - Investment Related - At Reported Business Location(s) - Start Date 11/12/2025 - 80 hours per month/ 60 hours during trading 6- 11/20/2025 - National Financial Alliance - DBA for LPL Business (entity for LPL business) - Investment Related - At Reported Business Location(s) - Start Date 11/12/2025 - 80 hours per month/ 70 hours during trading

Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2020-01-02
  • S66 Uniform Combined State Law Examination
    2020-01-02
Other Names
  • Savannah Cheri Forster
  • Savannah Cheri Hill Forster

View on SEC IAPD

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