Financial ADVSR advisor directory · SEC adviser records
Concorde Asset Management, LLC financial advisors in Kewaskum, WI
Every SEC-registered investment adviser representative at a Concorde Asset Management, LLC office in Kewaskum, A to Z.
The short answer
3 registered advisors work at Concorde Asset Management, LLC in Kewaskum, out of 80 at the firm nationwide; it ranks number 1 in the city by advisors. 2 list the CFP designation and 3 are also registered broker representatives.
Concorde Asset Management, LLC advisors in Kewaskum, A to Z
Every Concorde Asset Management, LLC advisor →- James J. SilbernagelCertified Financial Planner · Also a broker rep
- David J. TalbotCertified Financial Planner · Also a broker rep
- Logan P. WildAlso a broker rep
Concorde Asset Management, LLC advisors in every city and state →Concorde Asset Management, LLC: assets, clients and custodians →Advisor Moves: who changed firms this week →
Concorde Asset Management, LLC advisors in other cities
Ann Arbor, MI 39San Diego, CA 5San Francisco, CA 3Lawrenceville, GA 2Scottsdale, AZ 2Setauket, NY 2Williston, ND 2Bainbridge Island, WA 1Boca Raton, FL 1Buda, TX 1Columbus, OH 1Elk Grove, CA 1Farmington Hills, MI 1Fort Wayne, IN 1Greenville, DE 1
Questions
How many financial advisors does Concorde Asset Management, LLC have in Kewaskum?
3 investment adviser representatives are registered at Concorde Asset Management, LLC offices in Kewaskum, Wisconsin, according to the SEC's Investment Adviser Public Disclosure records, out of 80 nationwide. 2 list the CFP designation and 3 are also registered as broker representatives.
Is Concorde Asset Management, LLC one of the largest advisor employers in Kewaskum?
Concorde Asset Management, LLC ranks number 1 in Kewaskum by registered advisors, ahead of every other firm.
How do I check a Concorde Asset Management, LLC advisor in Kewaskum?
Each advisor below links to a profile with their registrations, exams, designations and how long they've been registered, plus links to the SEC's adviser search and FINRA BrokerCheck, where any disclosures are listed in full.
Source: the SEC's Investment Adviser Public Disclosure daily file. Advisors are listed at the city of the Concorde Asset Management, LLC office they're registered at; broker-only representatives (FINRA BrokerCheck) aren't included. Weighing a move? Compare payouts by firm or value a recruiting offer.