John Gakenheimer (CRD# 810171) is an Investment Advisor Representative working at Concorde Asset Management, LLC in Ann Arbor, MI and has over 41 years of experience in the finance industry. John Gakenheimer 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# 4511557
Savant Wealth Management
CRD# 4216990
Strategic Blueprint, LLC
CRD# 4272290
Merrill Lynch, Pierce, Fenner & Smith Incorporated
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Concorde Investment Services, LLC | Livonia, MI | Feb 2024 - Current | < 1 |
| Concorde Insurance Agency, Inc. | Livonia, MI | Nov 2023 - Current | < 1 |
| Concorde Asset Management, LLC | Livonia, MI | Feb 2016 - Current | 8 |
| American Alternative Capital, LLC | Livonia, MI | Dec 2023 - Feb 2024 | < 1 |
| American Alternative Capital, LLC | Livonia, MI | Jul 2022 - Dec 2023 | 1 |
| Concorde Investment Services, LLC | Livonia, MI | Jan 2020 - Jul 2022 | 2 |
| Concorde Investment Services, LLC | Troy, MI | Aug 2010 - Jan 2020 | 9 |
| Concorde Insurance Agency, Inc. | Troy, MI | Aug 2010 - Jan 2020 | 9 |
| Concorde Holding Company | Troy, MI | Aug 2010 - Jan 2020 | 9 |
| Fipar, LLC | Monroe, MI | Apr 2008 - Dec 2019 | 11 |
| Concorde Asset Management | Troy, MI | Aug 2010 - Feb 2016 | 5 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S63 | Uniform Securities State Law Examination | Apr 1983 |
| S65 | NASAA Investment Advisors Law Examination | Dec 1997 |
- CA
- DE
- MI
- OH
- OK
- OR
- VA
- WA
-
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.