Keith A. Van Dyke

TRINITY STRATEGIC WEALTH

TULSA, OK 74136

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CRD#: 2528570

Professional summary

Keith Allen Van Dyke, CFP®, who also goes by Keith Allen Vandyke, is a registered financial advisor currently at TRINITY STRATEGIC WEALTH located in Tulsa, Oklahoma.

Keith is registered as an IAR (Investment Advisor Representative) and started their career in finance in 1994. Keith has worked at 5 firms and has passed the Series 63, Series 72, SIE, Series 7, Series 4, Series 51 and Series 24 exams.

Question & Answer

Are you a "fiduciary"?

Yes

Aliases

Keith Allen Vandyke

Other business activities

Outside business activity is any business or activity undertaken by an advisor that is outside the scope of their relationship with their firm (e.g., consulting services, real estate, freelance work, teaching, etc.). Investors should stay informed about these activities to ensure no conflicts of interest.

(1)Name of Business: Millicon Properties, LLC Address: 1375 E 71st St, Tulsa, OK, 74008, United States Activity Type: Rental Real Estate Position/Title: Partner Investment Related: Yes Start Date: 06/30/2017 Hours per month devoted to this business: 0-1 Hours per month devoted to this business during trading hours: 0-1 Description of duties: Partner and Owner of office building that will be leased by Tulsa Wealth Advisors.

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Keith Allen Van Dyke's CRS (Customer Relationship Summary).

CRS (Customer Relationship Summary)

Certified licenses

Advisors may have various certifications and credentials from different organizations. AdvisorCheck highlights these seven certifications - AIF®, CFP®, ChFC®, CFA, CLU®, CIMA®, CPWA®

CFP^®

Certified Financial Planner

Start date: 2003

Experience

Current

October 6, 2025 - Present

TRINITY STRATEGIC WEALTH

Office #1: 1375 E. 71st Street, Tulsa, OK 74136

RIA

CRD#: 337956

TULSA, OK

Past

January 2, 2009 - October 2, 2025

RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC

RIA

CRD#: 149018

TULSA, OK

Past

March 5, 2007 - July 17, 2007

FOUNDATION FREEDOM ADVISORY SERVICES

RIA

CRD#: 135862

TULSA, OK

Past

May 3, 2006 - January 2, 2009

RAYMOND JAMES FINANCIAL SERVICES, INC.

RIA

CRD#: 6694

TULSA, OK

Past

September 23, 1996 - October 2, 2025

RAYMOND JAMES FINANCIAL SERVICES, INC.

CRD#: 6694

TULSA, OK

Past

August 23, 1994 - August 21, 1996

ADVANTAGE CAPITAL CORPORATION

CRD#: 146

ATLANTA, GA

State Registrations and Notice Filings

Listed states reflect where the advisor is authorized to serve clients under state regulations.

IAR

means the advisor is registered as an Investment Advisor Representative in this state and is authorized to provide investment advice to clients there.

Highlighted states indicate IAR registrations

IAR

Oklahoma
(10/6/2025)

Don't see your state listed? The advisor may still be able to work with you under the federal De Minimis Rule, which allows up to five investment advisory clients in a state without registration. Some states, like TX, LA, NE, and NH, may still require registration or notice filing. Contact the advisor or their firm to confirm their investment advisory availability in your state.

Exams

State Security Law Exam

Series 63

Date: 8/23/1994

Uniform Securities Agent State Law Examination

General Industry/Product Exam

Series 72

Date: 1/2/2023

Government Securities Representative Examination

General Industry/Product Exam

SIE

Date: 10/1/2018

Securities Industry Essentials Examination

General Industry/Product Exam

Series 7

Date: 8/22/1994

General Securities Representative Examination

Principal/Supervisory Exam

Series 4

Date: 3/10/2015

Registered Options Principal Examination

Principal/Supervisory Exam

Series 51

Date: 8/26/2003

Municipal Fund Securities Principal Examination

Principal/Supervisory Exam

Series 24

Date: 5/5/1998

General Securities Principal Examination

Current Firm

TRINITY STRATEGIC WEALTH

TRINITY STRATEGIC WEALTH | TULSA WEALTH ADVISORS, INC.

CRD#: 337956 / SEC#: 801-134209

RIA

Registered Investment Advisory firm - (8/27/2025 120-Day Approval)

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Contact information

Main Address

1375 E. 71st Street, Tulsa, OK 74136

Mailing Address

Phone number

(918) 492-2150

Established

Firm type

Fiscal year end

# of Employees

SEC notice filing (22 States and Territories)

Documents

Customer Relationship Summary (CRS / SEC)

Latest Form ADV

Part 2 Brochures

TRINITY STRATEGIC WEALTH FORM ADV PART 2A 7-2025 (10/22/2025)

TRINITY STRATEGIC WEALTH FORM ADV PART 2A APPENDIX 1 7-2025 (10/22/2025)

Red Flags

Disclosures can be potential red flags, including customer disputes, regulatory fines, employer terminations, bankruptcies, judgments, liens, or certain criminal activities.

Check for any disclosures as part of your thorough research when choosing an advisor.

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Advisor Monitoring

Firm Stability Insights

Keith A. Van Dyke

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Keith Allen Van Dyke's CRS (Customer Relationship Summary).

Certified licenses

Experience

RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC

FOUNDATION FREEDOM ADVISORY SERVICES

RAYMOND JAMES FINANCIAL SERVICES, INC.

RAYMOND JAMES FINANCIAL SERVICES, INC.

ADVANTAGE CAPITAL CORPORATION

State Registrations and Notice Filings

Exams

Series 63

Date: 8/23/1994

Series 72

Date: 1/2/2023

SIE

Date: 10/1/2018

Series 7

Date: 8/22/1994

Series 4

Date: 3/10/2015

Series 51

Date: 8/26/2003

Series 24

Date: 5/5/1998

Current Firm

TRINITY STRATEGIC WEALTH

Contact information

SEC notice filing (22 States and Territories)

Documents

Part 2 Brochures

Red Flags

Company Information

TRINITY STRATEGIC WEALTH

TRUST BUT VERIFY

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