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    • About Red Oak Financial
    • Services
      • Investing
      • Financial Planning
    • Contact Us
    • Resources
    • Events
    • Roots & Returns Library

For expert advice on capital efficiency, investment strategies, and achieving financial independence, call or text 512-327-4747.


  • Home
  • About Red Oak Financial
  • Services
    • Investing
    • Financial Planning
  • Contact Us
  • Resources
  • Events
  • Roots & Returns Library

Personal & Firm Brochures

Straseske, Adam - ADV Part2b (01-2024) (pdf)Download
SFC - ADV Part2A (03-2025) firm brochure (pdf)Download
SFC - Relationship Summary (03-2025) (pdf)Download
Privacy Notice (04-2025) (pdf)Download

Financial Brochures and Firm Disclosures

Adam Straseske's Broker Check

Important Disclosures

Investment Advice: Investment advice is provided through Strategic Financial Concepts, LLC. Adam Straseske offers investment advice only in states where he is licensed. This website conveys opinions for general informational purposes only and does not constitute a solicitation, recommendation, or offer for any security. It is important to note that this website is not intended to deliver investment, tax, or legal advice, and the opinions expressed reflect solely those of Adam Straseske. Mr. Straseske acknowledges that individual needs may vary and that investors may not be suited for the services, products, or securities discussed herein. Users are encouraged to review relevant firm disclosures for additional information.


Performance: Past performance is no guarantee of future results. Indexes are unmanaged and cannot be invested in directly.


General Investment Risk: All investments carry the risk of loss. Investing presents substantial risks, including the potential for complete loss of principal, which may not be suitable for many members of the public. Investments are not insured against market losses, and different market instruments come with varying types and degrees of risk. It is advisable to familiarize yourself with the specific risks tied to the market instruments you plan to invest in. To determine suitable investment options for you, it is essential to consult your attorney, accountant, and financial advisor prior to making any investments.


Trading Strategies and Signals: The past performance of trading signals does not guarantee future profitability. A range of factors can affect your trading outcomes, including market liquidity, sizes of market spreads, and other trading conditions. These factors might prevent your trading performance from replicating the results presented by a trading signal provider. Issues like delays in order routing, lack of adherence to trading signals, and varying margin requirements can all impact your success. Public or market holidays, infrequent market events, and the trading signal provider’s ability to generate signals can also play a crucial role in your trading experience.


Market Analysis: The market analysis provided on this website may contain inaccuracies; thus, each investor should make independent decisions or seek professional advice before taking any investment action. We strive for accuracy, yet errors may arise from faulty assumptions, calculations, or data sourced from other parties. This site includes information on investments that face numerous risks beyond our control, including economic, currency, geopolitical, human error, and technological risks.


Commission and Other Charges: Before commencing trading, it is vital to acquire a clear understanding of all commissions, fees, and other charges that you will incur, as these expenses will influence your net profits (if any) or could exacerbate your losses.

Have Questions?

Please do not hesitate to contact us if you need clarification on anything or need assistance. We are here to serve you. 

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Investment advice offered through Strategic Financial Concepts, LLC., a registered investment advisor.


Copyright © 2025 Red Oak Financial Asset Management - All Rights Reserved.


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