Concorde Asset Management, LLC

Concorde Asset Management, LLC (CRD# 140367) is a financial advisory firm headquartered in Livonia, MI. They manage $235,503,214 in 2,048 accounts and serve the financial needs of clients across 39 states (or territories).

By the Numbers
  • Total Assets Under Management
    236
    MILLION
  • Total Number of Accounts
    2,048
    ACCOUNTS
  • Average Account Value
    $114,992
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
  • 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.

AK, AL, AR, AZ, CA, CO, CT, DC, FL, GA, HI, IA, IL, IN, KS, KY, MA, MD, MI, MN, MO, NC, ND, NE, NH, NJ, NV, OH, OK, OR, PA, RI, SC, SD, TN, TX, VA, WA, WI

Financial Advisors at Concorde Asset Management, LLC
Showing 1 - 10 of 60 top financial advisors.
1
Jennifer L. Donais
CRD#: 5854794
74900 Hwy. 111, Suite 111, Indian Wells, CA 92210
96
Wealthminder
score

Jennifer Donais (CRD# 5854794) is an Investment Advisor Representative working at Concorde Asset Management, LLC in Indian Wells, CA and has over 6 years of experience in the finance industry. Jennifer Donais 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.

2
John H. Gakenheimer
CRD#: 810171
1120 E. Long Lake Rd., Suite 100, Troy, MI 48085
96
Wealthminder
score

John Gakenheimer (CRD# 810171) is an Investment Advisor Representative working at Concorde Asset Management, LLC in Troy, MI and has over 33 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.

3
David R. Kern
CRD#: 1210234
11617 Coldwater Road, Suite 103, Fort Wayne, IN 46845
96
Wealthminder
score

David Kern (CRD# 1210234) is an Investment Advisor Representative working at Concorde Asset Management, LLC in Fort Wayne, IN and has over 33 years of experience in the finance industry.

4
Marc G. Linsky
CRD#: 1450006
14255 U.s. Highway One, Suite 232, Juno Beach, FL 33408
96
Wealthminder
score

Marc Linsky (CRD# 1450006) is an Investment Advisor Representative working at Concorde Asset Management, LLC in Juno Beach, FL and has over 30 years of experience in the finance industry. Marc Linsky 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.

5
Jay D. McClellan
CRD#: 1360920
8801 N. Main Street, Ste. 201, Dayton, OH 45415
96
Wealthminder
score

Jay McClellan (CRD# 1360920) is an Investment Advisor Representative working at Concorde Asset Management, LLC in Dayton, OH and has over 23 years of experience in the finance industry. Jay McClellan 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.

6
Michael J. O'callaghan
CRD#: 2245214
1599 Washington Street, Suite 2c, Braintree, MA 02184
96
Wealthminder
score

Michael O'callaghan (CRD# 2245214) is an Investment Advisor Representative working at Concorde Asset Management, LLC in Braintree, MA and has over 24 years of experience in the finance industry. Michael O'callaghan 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.

7
Roger W. Bowlin
CRD#: 1905652
Issaquah, WA
93
Wealthminder
score

Roger Bowlin (CRD# 1905652) is an Investment Advisor Representative working at Concorde Asset Management, LLC in Issaquah, WA and has over 27 years of experience in the finance industry.

8
Michele F. Boyer
CRD#: 5046676
19500 Victor Parkway, Suite 550, Livonia, MI 48152
93
Wealthminder
score

Michele Boyer (CRD# 5046676) is an Investment Advisor Representative working at Concorde Asset Management, LLC in Livonia, MI and has over 10 years of experience in the finance industry.

9
Jonathan R. Creighton
CRD#: 1495897
350 Lincoln Street, Suite 2400, Hingham, MA 02043
93
Wealthminder
score

Jonathan Creighton (CRD# 1495897) is an Investment Advisor Representative working at Concorde Asset Management, LLC in Hingham, MA and has over 7 years of experience in the finance industry.

10
Richard M. Crouch
CRD#: 5744641
Tucson, AZ
93
Wealthminder
score

Richard Crouch (CRD# 5744641) is an Investment Advisor Representative working at Concorde Asset Management, LLC in Tucson, AZ and has over 6 years of experience in the finance industry.

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