Paul William Mattke
How is this counted?
Counted from the earlier of the person's first job or first state securities exam on their SEC record (currently the Series 63, 65 or 66). The SIE, futures exams and earlier firm registrations are not counted. The count runs to the end of their latest job, or this year if a job is still open. It includes every employer listed, even outside investment work, and any gaps between jobs. The SEC record lists jobs held in about the last 10 years, so jobs that ended before then are not counted. Years are counted by calendar year, so the figure can run up to a year high. This is not a measure of skill or quality.
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How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Services the firm offers
These describe the firm as a whole, not only this advisor.
Experience
12 years since the first job or state securities exam on the SEC record. Counts all jobs listed.
- Strategic Financial Concepts, LLCJul 2026 to now
- Barracuda Carpentry and HaulSep 2025 to now
- Ameritas Advisory Services, LLCApr 2023 to now
- Ameritas Investment Company, LLCApr 2023 to now
- Ameritas Life Insurance CompanyApr 2023 to now
- Freedom Financial Wealth Building GroupMar 2023 to now
- Full Life Financial PlanningJan 2023 to Mar 2023
- First Command Advisory Services IncSep 2018 to Jan 2023
- First Command Financial Planning IncSep 2018 to Jan 2023
- First Command Insurance Services IncSep 2018 to Jan 2023
- US Air Force, 81st Communications SquadronApr 2014 to Aug 2018
Exams passed
- Series 66 · Uniform Combined State Law2018
State registrations
Registered as an investment adviser representative in 1 state (FL).
Strategic Financial Concepts, LLC
Official records
Registrations and firm details can change; confirm current status on the SEC's Investment Adviser Public Disclosure (opens in a new tab) site.
- 6828974
- 141849