LPL Financial
44yrs
Top advisor by experience in Norman
New
Van Taylor
Financial advisor at Strategic Financial Concepts
Van Taylor is a fiduciary financial advisor in Norman, Oklahoma, registered since Apr 2026. Van joined Strategic Financial Concepts in 2026, a firm offering financial planning, investment management, and retirement plan consulting. The firm is paid through a percentage of assets, hourly fees, and flat fees.
One of 89 advisors with offices in Norman, and one of 85 fiduciaries.
At a glance
ExperienceNew to the profession (since Apr 2026)
How that compares ?New to the profession
Office808 24th Ave, NW Suite. 202, Norman, OK 73069
How the firm is paid ?Percent of assets, Hourly, Flat fee, Other
Typical client at the firm ?$204,390
Advisors at the firm36
States licensed ?1 state
Services through Strategic Financial Concepts
Financial planningInvestment management for individuals and small businessesInvestment management for businesses and institutionsRetirement plan consultingChoosing other investment managersEducational seminars and workshopsOther services
Specialties, designations like CFP®, and languages spoken appear here when advisors claim their profiles.
Licenses
Exams passed, from the official record. Tap a license to see what it allows.
Series 66Uniform Combined State Law Examination
Career
- May 2026 – nowStrategic Financial Concepts, LLCCurrent firm
Questions to ask Van
Tailored to Van’s registration and firm.
- Who on your team supports you, and who reviews the recommendations you make?
- What does a financial plan with you include, and how often is it updated?
- If you use outside managers, how are they chosen and what do they cost on top of your fee?
- Where would my money be held, and will I get statements directly from that firm?
- What would I pay in total each year, in dollars, including fund and trading costs?
My notes and scorecard
Sign in to keep private notes, score your first meeting, and track this advisor alongside others.
About Van
How do I contact Van?
Call Strategic Financial Concepts at 210-737-7800 and ask for Van Taylor. Van works from the Norman, OK office.
How long has Van been a financial advisor?
Van is new to the profession, registered since Apr 2026, and holds 1 license.
What licenses does Van hold?
Series 66. Tap any license on this page to see what it allows.
Is Van a fiduciary?
Van is registered as an investment advisor representative, which carries a fiduciary duty when giving investment advice.
How is Van paid?
Strategic Financial Concepts reports being paid by a percentage of the assets they manage, hourly fees, flat or fixed fees, other fees. Ask Van for your total yearly cost in dollars.
Official record as of October 3, 2026.
This profile is for information only and is not financial advice or a recommendation.
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