Valerie Field has been an investment adviser representative at Strategic Financial Planning since August 2024, and is not listed among the firm’s executive officers or direct owners.
Strategic Financial Planning, Inc. is a Plano, TX firm with $221M under management, 62 clients and 3 advisers in one office, as of its March 2026 filing.
- – present · 2 yearsPlano, TX · Adviser representative · Firm CRD 118450
Investment adviser representative registrations
Valerie Field is registered as an investment adviser representative in Texas, since August 2024.
- TexasSince 20 August 2024
Examinations
No examinations are on Valerie Field’s record.
- Full name
- Valerie Ann Field
- CRD
- 7967652
- Firm
- Strategic Financial Planning · CRD 118450
- Office
- 6513 PRESTON RD., SUITE 100, Plano, TX 75024
- Registration
- Investment adviser registration
- In the industry since
- August 2024
- Disciplinary history
- Not yet shown here · SEC record
Where does Valerie Field work?
Valerie Field is an investment adviser representative registered through Strategic Financial Planning, Inc. since August 2024, and is not listed among the firm’s executive officers or direct owners.
Is Valerie Field a financial advisor?
Yes. Valerie Field has a current investment-adviser registration in Texas, through Strategic Financial Planning since August 2024.
How many years of experience does Valerie Field have?
Valerie Field has 2 years in the financial industry, since August 2024, across 1 adviser firm.
Where is Valerie Field based?
Valerie Field’s registered office is in Plano, TX.
Is Valerie Field registered with FINRA?
No. Valerie Field has no current broker registration.
How can I verify Valerie Field’s record?
Search CRD 7967652 on the SEC’s adviser search (adviserinfo.sec.gov), which publishes Valerie Field’s full registration record.
