Nick Philbeck

Nick Philbeck

LPL Financial Planner

Mr. Nick Philbeck, MBA is a Registered Financial Advisor and Wealth Strategist with LPL Financial.

Nick is also affiliated with National Financial Alliance and their subsidiary, Strategic Financial Concepts, an RIA firm in San Antonio, TX. Nick and his team are dedicated to providing state-of-the-art portfolio management, brokerage services, and robust financial planning resources for individuals, business owners, advisors, and other institutions.

Mr. Philbeck has nearly a decade of experience in the financial services industry and has served affluent and high-net-worth clients with complex banking and investment needs during his tenure at Wells Fargo Advisors since 2015. He has obtained advanced skills, training, and education to uphold and reinforce his commitment to the highest fiduciary standards in the financial services industry.

Nick has obtained a Master’s degree in International Business and passed the Series 7, Series 6, Series 66, Series 63, and life insurance license exams. He has completed The University of Texas Austin- Center for Professional Education’s financial planning program and is pursuing the Certified Financial Planner® designation. With these credentials, it required that Mr. Philbeck obtain hours of continuing education each year to maintain his licenses and certifications in good standing.

In his spare time, Nick enjoys riding his motorcycle through the Hill Country in Lakeway, volunteering for Habitat for Humanity, and spending time with his family in the great outdoors.