Brett Thomas Henry

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

• 03/2023 → Present
  Lpl Financial Llc
  Norman, OK
• 01/1999 → 05/2023
  City Of Oklahoma City
  Oklahoma City, OK

Other Businesses

1) 05/2023 - Appleway, LLC - Real Estate Rental - Inv. Related - Okc, OK 73170 - Owner - Start Date 04/21/2023 - 2hrs/month - 2% time spent 2) 05/2023 - NFA Wealth Management - DBA for LPL Business (entity for LPL business) - Inv. Related - At Reported Business Location(s) - 160hrs/month - 75% time spent

Exams

• S65 Uniform Investment Adviser Law Examination
  2023-12-22