Carson
Stoltz
Concorde Asset Management, LLC
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About this Advisor
Carson Stoltz is a financial advisor based in Livonia, Michigan with 1 year of relevant experience. Stoltz currently works for Concorde Asset Management, LLC. Their career trajectory has included roles at Findlay Honda, Professional Student, Clear Direction Investments, Concorde Investment Services, LLC and Concorde Asset Management. Stoltz holds Series 65 and Series 63 licenses, qualifying them as both a securities agent and an investment advisor representative, and is approved to serve investors in Arizona and Idaho. Concorde Asset Management, LLC is a registered investment firm headquartered in Livonia, MI. The firm has offices in 40 locations and a total of 74 employees. It manages $306 million in assets between its 2,371 client accounts, making it one of the mid-sized firms in the country by assets under management. Of its 2,371 client accounts, just 2% are associated with high-net-worth clients who have greater than $1 million in assets available to invest. Concorde Asset Management, LLC provides a diverse range of services, such as financial planning services, portfolio management for individuals and small businesses, portfolio management for institutional clients, pension consulting services and selection of other advisers. Financial advisory fees depend on the financial services provided. However, fee types billed by Concorde Asset Management, LLC may include 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
Carson Stoltz Work History
Carson has been registered as a financial advisor for 1 years.*
Concorde Asset Management
Concorde Investment Services, LLC
Clear Direction Investments
Findlay Honda
Professional Student
*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 Carson Stoltz 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
East Setauket, NY
Livonia, MI
Livonia, MI
Livonia, MI
Livonia, MI
Livonia, MI
Livonia, MI
Livonia, MI
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