Jeffrey BangerterCRD Number: 1687028
Current Firm: Concorde Asset Management, LLC
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.
Capital Planning Advisors LLC
Dynamic Wealth Strategies, LLC
|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
Total Assets Under Management306MILLIONS
Total Number of Accounts2,371ACCOUNTS
Average Account Value$128,929
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- 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
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