Jeffrey Bangerter (CRD# 1687028) is an Investment Advisor Representative working at Concorde Asset Management, LLC in Roseville, CA and has over 29 years of experience in the finance industry.
CRD# 2464546
Capital Planning Advisors LLC
CRD# 5156625
Dynamic Wealth Strategies, LLC
CRD# 2923073
Captrust
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Concorde Asset Management, LLC | Livonia, MI | May 2023 - Current | < 1 |
| Mid Valley Funding | Fair Oaks, CA | Jul 2022 - Current | < 1 |
| Concorde Investment Service, LLC | Livonia, MI | Feb 2019 - Current | 4 |
| Bangerter Financial Services, Inc. | Roseville, CA | Oct 2014 - Current | 8 |
| Coordinated Concepts, LLC | Citrus Heights, CA | Mar 1984 - Current | 39 |
| Berthel Fisher & Company Financial Services, Inc. | Citrus Heights, CA | Mar 2015 - Feb 2019 | 3 |
| Rare Coins Of New Hampshire | Citrus Heights, CA | Nov 2016 - Dec 2017 | 1 |
| High Tech Lending | Citrus Heights, CA | Oct 2012 - Dec 2017 | 5 |
| Dfpg Investments, Inc. | South Jordan, UT | Jun 2014 - Feb 2015 | < 1 |
| Global Financial Private Capital, LLC | Sarasota, FL | Nov 2011 - Aug 2014 | 2 |
| Gf Investment Services, LLC | Sarasota, FL | Nov 2011 - Jun 2014 | 2 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S63 | Uniform Securities State Law Examination | Jun 1994 |
| S65 | NASAA Investment Advisors Law Examination | Jan 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, and financial matters in which the advisor has been involved.
Get Details on the FINRA Advisor Check site- CA
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Total Assets Under Management306MILLIONS
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Total Number of Accounts2,371ACCOUNTS
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Average Account Value$128,929
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