Concert Wealth Management

Concert Wealth Management (CRD# 141253) is a financial advisory firm headquartered in San Jose, CA. They manage $200,986,258 in 350 accounts and serve the financial needs of clients across 32 states (or territories).

By the Numbers
  • Total Assets Under Management
    201
    MILLION
  • Total Number of Accounts
    350
    ACCOUNTS
  • Average Account Value
    $574,246
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Pension consulting services
  • Selection of other advisers (including private fund managers)
Types of Clients
Registered States
Advisors affiliated with a RIA are permitted to work with up to five clients in nearly-all states* without explicit registration. The map below shows states where this firm has explicit registration only.

AL, AR, AZ, CA, CO, CT, DC, FL, GA, ID, IL, KS, MA, MD, MI, MO, NC, NJ, NV, NY, OH, OR, PA, RI, SC, SD, TN, TX, UT, VA, WA, WI

Financial Advisors at Concert Wealth Management
Showing 1 - 10 of 19 top financial advisors.
1
Jeffrey G. Pietsch
CRD#: 6011071
Eastsound, WA 98245
101
Wealthminder
score

Jeffrey Pietsch (CRD# 6011071) is an Investment Advisor Representative working at Eastsound Capital Advisors LLC in Eastsound, WA and has 14 years of experience in the finance industry.

 

The adviser may not transact business in states where it is not appropriately registered, excluded or exempted from registration. Individualized responses to persons that involve either the effecting of transaction in securities, or the rendering of personalized investment advice for compensation, will not be made without registration or exemption. Mr. Pietsch is also a co-registered representative of CONCERT Wealth Management, Inc.

 

2
Brian R. Dunhill
CRD#: 4686593
1900 The Alameda, 1st Floor, San Jose, CA 95126
98
Wealthminder
score

Brian Dunhill (CRD# 4686593) is an Investment Advisor Representative working at Concert Wealth Management in San Jose, CA and has over 14 years of experience in the finance industry.

3
Eric M. Flaten
CRD#: 2816498
Port Oakland, WA
98
Wealthminder
score

Eric Flaten (CRD# 2816498) is an Investment Advisor Representative working at Concert Wealth Management in Port Oakland, WA and has over 21 years of experience in the finance industry.

4
Mark D. Buis
CRD#: 5289783
301 Commerce Street, Suite 1450, Fort Worth, TX 76102
93
Wealthminder
score

Mark Buis (CRD# 5289783) is an Investment Advisor Representative working at Concert Wealth Management in Fort Worth, TX and has over 10 years of experience in the finance industry.

5
James E. Butler
CRD#: 832138
1900 The Alameda, 1st Floor, San Jose, CA 95126
93
Wealthminder
score

James Butler (CRD# 832138) is an Investment Advisor Representative working at Concert Wealth Management in San Jose, CA and has over 20 years of experience in the finance industry.

6
Ross D. Donnelly
CRD#: 5572731
1201 3rd Avenue, Suite 5040, Seattle, WA 98101
93
Wealthminder
score

Ross Donnelly (CRD# 5572731) is an Investment Advisor Representative working at Concert Wealth Management in Seattle, WA and has over 7 years of experience in the finance industry.

7
Adriana P. Hammond
CRD#: 6042713
1900 The Alameda, 1st Floor, San Jose, CA 95126
93
Wealthminder
score

Adriana Hammond (CRD# 6042713) is an Investment Advisor Representative working at Concert Wealth Management in San Jose, CA and has over 6 years of experience in the finance industry.

8
Joseph A. Harris
CRD#: 5769203
1900 The Alameda, 1st Floor, San Jose, CA 95126
93
Wealthminder
score

Joseph Harris (CRD# 5769203) is an Investment Advisor Representative working at Concert Wealth Management in San Jose, CA and has over 8 years of experience in the finance industry.

9
Jeanne M. Juricka
CRD#: 4057591
21622 Marguerite Pkwy, #26, Mission Viejo, CA 92692
93
Wealthminder
score

Jeanne Juricka (CRD# 4057591) is an Investment Advisor Representative working at Concert Wealth Management in Mission Viejo, CA and has over 17 years of experience in the finance industry.

10
Joseph S. Lawrence
CRD#: 2457893
1900 The Alameda, 1st Floor, San Jose, CA 95126
93
Wealthminder
score

Joseph Lawrence (CRD# 2457893) is an Investment Advisor Representative working at Concert Wealth Management in San Jose, CA and has over 24 years of experience in the finance industry.

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