James Silbernagel (CRD# 1503045) is an Investment Advisor Representative working at Concorde Asset Management, LLC in Kewaskum, WI and has over 37 years of experience in the finance industry. James Silbernagel has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.
CRD# 5809177
Osaic Wealth, Inc.
CRD# 2186552
Commonwealth Financial Network
CRD# 2042816
Commonwealth Financial Network
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Concorde Investment Services | Livonia, MI | Mar 2019 - Current | 5 |
| Concorde Asset Management | Livonia, MI | Mar 2019 - Current | 5 |
| The Silbernagel Group Inc. | Kewaskum, WI | Jul 1997 - Current | 26 |
| Woodbury Financial Services Inc. | Kewaskum, WI | Apr 2001 - Mar 2019 | 17 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S63 | Uniform Securities State Law Examination | Jul 1986 |
| S66 | NASAA Uniform Combined State Law Examination | Aug 2002 |
Financial Advisors are obligated to disclose any events that may influence their professional conduct or ability to advise their clients. Disclosure events are certain criminal matters, regulatory actions, civil judicial proceedings, customer complaints, arbitrations, or civil litigations, employment terminations, financial matters, and other matters required to be disclosed in which the advisor has been involved.
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Total Assets Under Management395MILLIONS
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Total Number of Accounts2,510ACCOUNTS
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Average Account Value$157,415
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