Keith Van Dyke
Advisor at Trinity Strategic Wealth
Data sourced from SEC public records (and other sources when available). Some details may be added by the advisor after claiming their profile. Refreshed daily • Updated today.
Advisor at Trinity Strategic Wealth
Data sourced from SEC public records (and other sources when available). Some details may be added by the advisor after claiming their profile. Refreshed daily • Updated today.
Location
Tulsa, OK 74136
Credentials
CFP®, Series 63
Industry experience
31 years
Keith Van Dyke is a CFP® with 31 years of industry experience currently serving at Trinity Strategic Wealth. He previously worked at Raymond James Financial Services Advisors, Inc. for 16 years and has been involved with NSM Enterprises, LLC since 2002. Outside of his advisory role, he is a partner in Millicon Properties, LLC, an office building ownership entity. Trinity Strategic Wealth provides financial planning and investment advisory services to individuals and entities, including high-net-worth clients and family offices. The firm employs a top-down investment process based on a six-factor market forecast and applies both Modern and Post-Modern Portfolio Theory in portfolio construction.
Based on Trinity Strategic Wealth
Based on Trinity Strategic Wealth
Commission-based compensation earned by certain advisory persons for insurance products and securities transactions through an affiliated broker-dealer
Account minimum: $25,000 Fee-only: Fixed fee up to $15,000 for financial planning only clients
1375 E. 71 St Street
Tulsa, OK 74136
Oklahoma
Trinity Strategic Wealth
2025 - Present (1 year)
Raymond James Financial
2009 - 2025 (16 years)
NSM Enterprises, LLC
2002 - Present (24 years)
Raymond James Financial Services, Inc.
1996 - 2025 (29 years)
Tulsa Wealth Advisors, Inc
1996 - 2025 (29 years)
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