Frank
Kuiper
Concorde Asset Management, LLC
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About this Advisor
Frank Kuiper is a chartered financial consultant working out of San Diego, California who has 5 years of industry experience. Kuiper works at Concorde Asset Management, LLC. Throughout their career, Kuiper has worked at Independent Financial Group, Financial Designs LTD, Concorde Investment Services, LLC and Concorde Asset Management, LLC. Kuiper holds Series 63 and Series 65 licenses, certifying them as both a securities agent and an investment advisor representative, and can serve investors in Alaska, Arizona, Arkansas, California, Colorado, Connecticut, Florida, Idaho, Illinois, North Carolina, Oregon, Rhode Island, Virginia and Washington. Concorde Asset Management, LLC is a firm that has its headquarters in Livonia, MI. The firm has offices in 40 locations and a total of 74 advisors. It oversees $306 million in assets under management between its 2,371 client accounts, making it one of the mid-sized investment advisory firms in the nation by assets under management. Of its 2,371 accounts, just 2% are associated with high-net-worth investors who have more than $1 million in investable assets. The firm provides a broad range of services, including financial planning services, portfolio management for individuals and small businesses, portfolio management for institutional clients, pension consulting services and selection of other advisers. A financial advisor's fees vary depending on the services provided. However, fee types billed by Concorde Asset Management, LLC can be comprised of some blend of asset-based, hourly, fixed and other fees.
Certifications and Registrations
Years Registered*
Services Offered
Fee Structure
Office Location
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Concorde Asset Management, LLC Brokerage Details
$305,690,467
74
2,371
$128,929
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
Frank Kuiper Work History
Frank has been registered as a financial advisor for 5 years.*
Concorde Investment Services, LLC
Concorde Asset Management, LLC
Financial Designs LTD
Independent Financial Group
*The number of years registered in this profile is calculated by taking the year of an advisor's first active registration and subtracting it from the current year.
Disclosures
Please visit the SEC profile of Frank Kuiper 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
Livonia, MI
Livonia, MI
East Setauket, NY
Livonia, MI
Livonia, MI
Livonia, MI
Livonia, MI
Livonia, MI
The content in this profile was updated by SmartAsset on 4/16/2023. All advisor details come from publicly available data, and we cannot guarantee the accuracy of the content. We are unable to make individual profile updates. If you want your profile removed temporarily or permanently, please contact profile-compliance@smartasset.com.
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