Erica
Traulsen
Concorde Asset Management, LLC
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About this Advisor
Erica Traulsen is a financial advisor based in Sacramento, California, working with Concorde Asset Management, LLC. Erica has previously held positions at Concorde Investment Services, University Of Chicago, Daniel Danker, Chicago Folks Operetta, Private Estates/Households, Dream, Inc, Watanabe, LLC, and Bioriginal Food & Science. Erica has passed the Series 66 regulatory exam and is registered to provide services in California. Currently, Erica is part of Concorde Asset Management, LLC, which operates out of Sacramento, California. The firm has 40 offices and 82 employees. The firm manages assets totaling $395.1 million and serves a variety of clients, including charitable organizations and high-net-worth individuals. The services offered by the firm include financial planning services, portfolio management for individuals and small businesses, portfolio management for institutional clients, pension consulting services, and selection of other advisers. The fee structure at Concorde Asset Management, LLC includes asset-based, hourly, fixed, and other fees.
Certifications and Registrations
Services Offered
Fee Structure
Office Location
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Concorde Asset Management, LLC Brokerage Details
$395,111,243
82
2,510
$157,415
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses or institutional clients
- Pension consulting services
- Selection of other advisers
Erica Traulsen Work History
Concorde Investment Services
Bioriginal Food & Science
Watanabe, LLC
Daniel Danker
Dream, Inc
Private Estates/ Households
Chicago Folks Operetta
University Of Chicago
Disclosures
Please visit the SEC profile of Erica Traulsen to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.
Financial Advisors at Concorde Asset Management, LLC
Sacramento, CA
Ann Arbor, MI
Hanford, CA
Fort Wayne, IN
San Diego, CA
Ann Arbor, MI
Williston, ND
Ann Arbor, MI
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