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Keith Allen Van Dyke

Investment Adviser Representative at TRINITY STRATEGIC WEALTH

Tulsa, OKCRD #2528570Dual-registered
No disclosures on record
Sourced from SEC IAPD & FINRA BrokerCheck
Years of Experience
32 yrs
States Registered
1 states
Exams Passed
7

Professional summary

Compiled by AdvisorFinder from public regulatory records. This advisor has not provided a personal biography.

Keith Allen Van Dyke has worked in the securities industry since 1994. They are registered to provide investment advisory services in Oklahoma.

Registrations & licenses

Registration type
Dual-registered
Registered in 1 states
Oklahoma
Examinations passed
Series 63
Uniform Securities Agent State Law Examination
Passed 8/23/1994
Series 72
Government Securities Representative Examination
Passed 1/2/2023
SIE
Securities Industry Essentials Examination
Passed 10/1/2018
Series 7
General Securities Representative Examination
Passed 8/22/1994
Series 4
Registered Options Principal Examination
Passed 3/10/2015
Series 51
Municipal Fund Securities Principal Examination
Passed 8/26/2003
Series 24
General Securities Principal Examination
Passed 5/5/1998

Approximate fees

Estimated from the firm's Form ADV — individual terms may differ. Not a quote.

Primary fee model
Assets Under Management (AUM)
Blended rate
0.0175
Account minimum: $25,000

Firm-stated minimum; may be waived at the firm's discretion.

Source

Trinity Strategic Wealth Form ADV Part 2A (Item 5), most recent annual amendment.

Employment history

Registration history as reported to FINRA, most recent first.

TRINITY STRATEGIC WEALTHCurrent
10/6/2025Tulsa, OK
RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC
1/2/200910/2/2025Tulsa, OK
RAYMOND JAMES FINANCIAL SERVICES
5/3/20061/2/2009Tulsa, OK
FOUNDATION FREEDOM ADVISORY SERVICES
3/5/20077/17/2007Tulsa, OK

Official records & sources

Data as of May 30, 2026 · Source: SEC IAPD & FINRA BrokerCheck

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About this profile

This profile was compiled and published by AdvisorFinder as editorial content using publicly available information from the SEC's IAPD database and FINRA BrokerCheck. Keith Allen Van Dyke has not reviewed, approved, or endorsed this profile and is not responsible for its accuracy. Regulatory records change over time — always verify the current record directly on BrokerCheck or SEC.gov before making any decision. AdvisorFinder may be compensated for referrals generated through this page.

Keith Allen Van Dyke - Financial Advisor in Tulsa, OK | AdvisorFinder