Keith Van Dyke
Trinity Strategic Wealth · Tulsa, Oklahoma
Keith Van Dyke is a fee-only financial advisor at Trinity Strategic Wealth in Tulsa, Oklahoma, who holds the CFP credential. Keith focuses on retirement planning, estate & legacy planning and tax planning. Trinity Strategic Wealth reports charging a percentage of assets and fixed fees on its Form ADV.
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Specialties
Who they serve
- Retirees
- Founders
- Executives
Facts
| Firm | Trinity Strategic Wealth |
|---|---|
| Based in | Tulsa, Oklahoma |
| Fee model (firm's Form ADV) | Percentage of assets · Fixed fees |
| Assets under management | $1.54B across 5,431 accounts |
| Credentials | CFP |
| SEC registration | Investment adviser representative in OK · CRD 2528570 |
| Exams passed | Series 63 (1994) |
| Firm size | 27 employees |
| Disclosures | None reported |
| Website | trinitystrategicwealth.com |
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Questions about Keith
Is Keith Van Dyke a fee-only financial advisor?
Yes, according to SEC records as of October 29, 2026: Keith holds no broker registration, and Trinity Strategic Wealth reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency on its Form ADV.
How does Keith charge for financial advice?
Keith's firm, Trinity Strategic Wealth, reports charging a percentage of assets and fixed fees on its SEC Form ADV.
Where is Keith Van Dyke based?
Keith Van Dyke is based in Tulsa, Oklahoma.
What does Keith specialize in?
Keith's specialties include retirement planning, estate & legacy planning, tax planning, sustainable & impact investing and pension planning. Keith works with retirees, founders and executives.
What credentials does Keith Van Dyke hold?
Keith Van Dyke holds the CFP credential.
Is Keith Van Dyke registered with the SEC?
Yes. Keith Van Dyke is registered as an investment adviser representative in OK (CRD 2528570), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.
How much does Trinity Strategic Wealth manage?
Trinity Strategic Wealth reports $1.54B across 5,431 accounts in assets under management.
How do I contact Keith Van Dyke?
Through Keith's website, trinitystrategicwealth.com.
What these terms mean: fee-only · fiduciary · CFP · CRD number · all terms
Where this information comes from
- SEC adviser records : the firm's Form ADV reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency, and the advisor holds no broker registration
- Trinity Strategic Wealth website : specialties, clients served, and fees, checked October 30, 2026
- SEC Investment Adviser Public Disclosure : registration, exams, and the firm's Form ADV, data as of October 29, 2026
- Directory listing last checked October 30, 2026.
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