Savannah Cheri Forster
Investment adviser representative at Strategic Financial Concepts, LLC
10 yearsExperience
1 stateRegistered in
$927.7MFirm assets
19 yearsFirm in business
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How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assetsHourlyFixed or flat feeOther
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
- Pension consulting
- Seminars and workshops
Experience
10 years in the industry.
- Strategic Financial Concepts, LLCMar 2025 to now
- LPL Financial LLCMar 2025 to now
- Wells Fargo Clearing Services, LLCSep 2022 to Mar 2025
- First Command Advisory Services, Inc.Jan 2020 to Sep 2022
- First Command Insurance Services, Inc.Jan 2020 to Sep 2022
- First Command Financial Planning, Inc.Apr 2019 to Sep 2022
- UnemployedFeb 2017 to Apr 2019
- Self Employed ContractorMay 2016 to Feb 2017
Exams passed
- Series 66 · Uniform Combined State Law2020
State registrations
Registered as an investment adviser representative in 1 state (TX).
Strategic Financial Concepts, LLC
$927.7MAssets managed
3,824Clients
39Advisers
19 yearsIn business
Official records
SEC data as of Sep 29, 2026. Registrations and firm details can change; confirm current status on the SEC's Investment Adviser Public Disclosure (opens in a new tab) site.
- Individual CRD
- 7111799
- Firm CRD
- 141849