Dillon Kirby (CRD# 7073223) is an Investment Advisor Representative working at Concorde Asset Management, LLC in Ann Arbor, MI and has over 5 years of experience in the finance industry.
CRD# 4511557
Savant Wealth Management
CRD# 4216990
Strategic Blueprint, LLC
CRD# 4272290
Merrill Lynch, Pierce, Fenner & Smith Incorporated
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Concorde Asset Management, LLC | Livonia, MI | Jul 2023 - Current | < 1 |
| Concorde Investment Services | Livonia, MI | Oct 2022 - Current | 1 |
| Td Ameritrade, Inc. | Omaha, NE | Feb 2019 - Oct 2022 | 3 |
| Olive Garden | Lincoln, NE | Jul 2016 - Feb 2019 | 2 |
| Green Gateau | Lincoln, NE | Jul 2018 - Jan 2019 | < 1 |
| Bison Witches | Lincoln, NE | Jan 2015 - Jan 2019 | 4 |
| Jersey Mike's Subs | Lincoln, NE | Dec 2012 - Jan 2015 | 2 |
| Chipotle Mexican Grill | Lincoln, NE | Jun 2014 - Sep 2014 | < 1 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S66 | NASAA Uniform Combined State Law Examination | Jun 2023 |
| S63 | Uniform Securities State Law Examination | Apr 2019 |
- MI
- MN
-
Total Assets Under Management395MILLIONS
-
Total Number of Accounts2,510ACCOUNTS
-
Average Account Value$157,415
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Other
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses (other than small businesses) or institutional clients
- Pension consulting services
- Selection of other advisers (including private fund managers)
AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, MA, MD, ME, MI, MN, MO, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, RI, SC, SD, TN, TX, UT, VA, VT, WA, WI, WY
About Wealthminder
Wealthminder was created for one simple reason: To help people get the financial assistance they need to achieve their long-term financial goals.
Wealthminder is a database derived from SEC.gov data covering every Investment Advisor Representative in the country. We work hard to collect and provide you the information you need to find a financial advisor who’s right for you.
Finding a Financial Advisor through Wealthminder
Historically finding and hiring a financial advisor was hard. Wealthminder was built to make the process much easier.
The best way to use Wealthminder is to take advantage of our free proposal system. All you have to do is take a few minutes of your time to describe your situation and the assistance you are looking for.
Wealthminder then sends your request to our network of prescreened financial advisors. If a financial advisor is interested in your business, they will submit a proposal to you.
You review the proposals you receive and decide if you’d like to have a follow-up call with one or more of the financial advisors.
Throughout the process, you maintain control. We only share your contact information with a financial advisor once you ask for an introduction.