Concorde Asset Management, LLC

Concorde Asset Management, LLC (CRD# 140367) is a financial advisory firm headquartered in Livonia, MI. They manage $195,246,361 in 1,729 accounts and serve the financial needs of clients across 41 states (or territories).

By the Numbers
  • Total Assets Under Management
    195
    MILLION
  • Total Number of Accounts
    1,729
    ACCOUNTS
  • Average Account Value
    $112,924
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, ME, MI, MN, MO, NC, ND, NE, NH, NJ, NV, NY, OH, OK, OR, PA, RI, SC, SD, TN, TX, VA, WA, WI

Financial Advisors at Concorde Asset Management, LLC
Showing 1 - 10 of 63 top financial advisors.
1
Jennifer L. Donais
CRD#: 5854794
125 Main Street, Suite 250, Williston, ND 58801
96
Wealthminder
score

Jennifer Donais (CRD# 5854794) is an Investment Advisor Representative working at Concorde Asset Management, LLC in Williston, ND and has over 7 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
Rebecca C. Freeman
CRD#: 1778801
125 High Rock Avenue, Suite 103, Saratoga Springs, NY 12866
96
Wealthminder
score

Rebecca Freeman (CRD# 1778801) is an Investment Advisor Representative working at Concorde Asset Management, LLC in Saratoga Springs, NY and has over 20 years of experience in the finance industry. Rebecca Freeman 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
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 35 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.

4
David R. Kern
CRD#: 1210234
4321 Flagstaff Cove, Fort Wayne, IN 46815
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 34 years of experience in the finance industry.

5
Marc G. Linsky
CRD#: 1450006
104 B Centre Blvd, Marlton, NJ 08053
96
Wealthminder
score

Marc Linsky (CRD# 1450006) is an Investment Advisor Representative working at Concorde Asset Management, LLC in Marlton, NJ and has over 32 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.

6
Tracy A. Anton
CRD#: 3178051
19500 Victor Parkway, Suite 550, Livonia, MI 48152
93
Wealthminder
score

Tracy Anton (CRD# 3178051) is an Investment Advisor Representative working at Concorde Asset Management, LLC in Livonia, MI and has over 8 years of experience in the finance industry.

7
Roger W. Bowlin
CRD#: 1905652
19500 Victor Parkway, Suite 550, Livonia, MI 48152
93
Wealthminder
score

Roger Bowlin (CRD# 1905652) is an Investment Advisor Representative working at Concorde Asset Management, LLC in Livonia, MI and has over 29 years of experience in the finance industry.

8
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 8 years of experience in the finance industry.

9
Debalina Das
CRD#: 4180541
19500 Victor Parkway, Suite 550, Livonia, MI 48152
93
Wealthminder
score

Debalina Das (CRD# 4180541) is an Investment Advisor Representative working at Concorde Asset Management, LLC in Livonia, MI and has over 16 years of experience in the finance industry.

10
Daniel P. Dunn
CRD#: 4895488
19500 Victor Parkway, Suite 550, Livonia, MI 48152
93
Wealthminder
score

Daniel Dunn (CRD# 4895488) is an Investment Advisor Representative working at Concorde Asset Management, LLC in Livonia, MI and has over 13 years of experience in the finance industry.

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