Concorde Asset Management, LLC

Concorde Asset Management, LLC (CRD# 140367) is a financial advisory firm headquartered in Livonia, MI. They manage $305,690,467 in 2,371 accounts and serve the financial needs of clients across 48 states (or territories).

By the Numbers
  • Total Assets Under Management
    306
    MILLION
  • Total Number of Accounts
    2,371
    ACCOUNTS
  • Average Account Value
    $128,929
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
  • Other
Advisory Services Offered
  • 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)
Types of Clients
Registered States
The map below shows states where this firm has explicit registration only.

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

Financial Advisors at Concorde Asset Management, LLC
Showing 1 - 10 of 73 top financial advisors.
1
Amy P. Arnold
CRD#: 3037672
19500 Victor Parkway, Suite 550, Livonia, MI 48152

Amy Arnold (CRD# 3037672) is an Investment Advisor Representative working at Concorde Asset Management, LLC in Livonia, MI and has over 20 years of experience in the finance industry.

2
Steven I. Balaban
CRD#: 1380366
5075 Shoreham Place, Suite 200, San Diego, CA 92122

Steven Balaban (CRD# 1380366) is an Investment Advisor Representative working at Concorde Asset Management, LLC in San Diego, CA and has over 38 years of experience in the finance industry. Steven Balaban 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.

3
Jeffrey L. Bangerter
CRD#: 1687028
1380 Lead Hill Blvd., Suite 180, Roseville, CA 95661

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.

4
Clemont L. Bevill
CRD#: 1790971
19500 Victor Parkway, Suite 550, Livonia, MI 48152

Clemont Bevill (CRD# 1790971) is an Investment Advisor Representative working at Concorde Asset Management, LLC in Livonia, MI and has over 36 years of experience in the finance industry.

5
Terry A. Bonnett
CRD#: 1502923
19500 Victor Parkway, Suite 550, Livonia, MI 48152

Terry Bonnett (CRD# 1502923) is an Investment Advisor Representative working at Concorde Asset Management, LLC in Livonia, MI and has over 37 years of experience in the finance industry.

6
Matt Branstetter
CRD#: 2169050
111 S. Main Street, Noble, OK 73068

Matt Branstetter (CRD# 2169050) is an Investment Advisor Representative working at Concorde Asset Management, LLC in Noble, OK and has over 32 years of experience in the finance industry.

7
Robert R. Butts
CRD#: 2684500
19500 Victor Parkway, Suite 550, Livonia, MI 48152

Robert Butts (CRD# 2684500) is an Investment Advisor Representative working at Concorde Asset Management, LLC in Livonia, MI and has over 6 years of experience in the finance industry.

8
Daniel K. Charley
CRD#: 6457442
19500 Victor Parkway, Suite 550, Livonia, MI 48152

Daniel Charley (CRD# 6457442) is an Investment Advisor Representative working at Concorde Asset Management, LLC in Livonia, MI and has over 7 years of experience in the finance industry.

9
John G. Chess
CRD#: 4812430
Columbus, OH

John Chess (CRD# 4812430) is an Investment Advisor Representative working at Concorde Asset Management, LLC in Columbus, OH and has over 19 years of experience in the finance industry.

10
Danielle L. Delongchamp
CRD#: 4901901
19500 Victor Parkway, Suite 550, Livonia, MI 48152

Danielle Delongchamp (CRD# 4901901) is an Investment Advisor Representative working at Concorde Asset Management, LLC in Livonia, MI and has over 12 years of experience in the finance industry.

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