Madison Natae Franklin

Employer firm

Strategic Financial Concepts, LLC CRD 141849

$928M regulatory AUM 75 advisory clients

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Portfolio management (institutions)
• Pension consulting
• Selection of other advisers
• Educational seminars

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

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

Current Employers

Employment History

• 05/2019 → Present
  National Financial Alliance
  San Antonio, TX
• 01/2017 → 05/2017
  Boerne Invado Volleyball
  Boerne, TX
• 08/2016 → 12/2019
  University Of Texas At San Antonio
  San Antonio, TX
• 06/2019 → Present
  Lpl Financial Llc
  San Antonio, TX
• 01/2020 → Present
  Strategic Financial Concepts, Llc
  San Antonio, TX

Other Businesses

1) 07/24/2025 - LBJ Bash Babes - Not Investment Related - Other - Business Owner - Burnet, TX - Start Date:08/03/2025 - 20 Hrs/Mth - 0 Hrs During Trading.

Exams

• S66 Uniform Combined State Law Examination
  2021-03-25

Other Names

• Madison Franklin