William Tait Herbig
Investment adviser representative at Strategic Financial Concepts, LLC
13 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
13 years in the industry.
- Strategic Financial Concepts, LLCJun 2026 to now
- Victory Financial GroupJan 2025 to now
- Equitable Advisors, LLCSep 2023 to Jan 2025
- Rainbow Trail Lutheran CampMay 2023 to Aug 2023
- Texas Tech UniversityMay 2021 to Aug 2023
- Gold OrchardsMay 2019 to Aug 2021
- UnemployedAug 2013 to May 2019
Exams passed
- Series 65 · Uniform Investment Adviser Law2025
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
- 7809118
- Firm CRD
- 141849