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Paul William Mattke

Strategic Financial Concepts, LLC

Milton, FL

CRD 6828974

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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:

Current Employers
Strategic Financial Concepts, Llc

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

Current Registrations

AuthorityCategoryStatusDate
FL RA APPROVED 2026-07-22
  • FL RA
    APPROVED
    Since 2026-07-22

Branch Locations

Milton, FL • 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
Us Air Force, 81St Communications Squadron Pensacola FL 04/2014 08/2018
First Command Financial Planning Inc Fort Worth TX 09/2018 01/2023
First Command Advisory Services Inc Fort Worth TX 09/2018 01/2023
First Command Insurance Services Inc Fort Worth TX 09/2018 01/2023
Full Life Financial Planning Milton FL 01/2023 03/2023
Ameritas Investment Company, Llc Lincoln NE 04/2023 Present
Ameritas Advisory Services, Llc Lincoln NE 04/2023 Present
Ameritas Life Insurance Company Lincoln NE 04/2023 Present
Freedom Financial Wealth Building Group Milton FL 03/2023 Present
Barracuda Carpentry And Haul Milton FL 09/2025 Present
  • 04/2014 → 08/2018
    Us Air Force, 81St Communications Squadron
    Pensacola, FL
  • 09/2018 → 01/2023
    First Command Financial Planning Inc
    Fort Worth, TX
  • 09/2018 → 01/2023
    First Command Advisory Services Inc
    Fort Worth, TX
  • 09/2018 → 01/2023
    First Command Insurance Services Inc
    Fort Worth, TX
  • 01/2023 → 03/2023
    Full Life Financial Planning
    Milton, FL
  • 04/2023 → Present
    Ameritas Investment Company, Llc
    Lincoln, NE
  • 04/2023 → Present
    Lincoln, NE
  • 04/2023 → Present
    Ameritas Life Insurance Company
    Lincoln, NE
  • 03/2023 → Present
    Freedom Financial Wealth Building Group
    Milton, FL
  • 09/2025 → Present
    Barracuda Carpentry And Haul
    Milton, FL
Previous Registrations
Other Businesses

Freedom Financial Wealth Building Group; inv rel; same as branch; Insurance and annuity sales; Vice President; start date=03/2023; hrs/mo=160; trading hrs/mo=120; Sell insurance and annuity products for new and current clients * Barracuda Carpentry and Haul; non inv rel; 6067 Grandwood Dr, Milton, FL 32570; Carpentry; Partner; start date=09/2025; hrs/mo=80; trading hrs/mo=80; Provide carpentry skills, manage projects and provide haul capabilities

Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2018-09-12
  • S66 Uniform Combined State Law Examination
    2018-09-12
Other Names
  • Paul Mattke

View on SEC IAPD

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