Jeffrey
Proeh
Concorde Asset Management, LLC
Answer a few questions and
get matched with an advisor.
About this Advisor
Jeffrey Proeh is a financial advisor based in Ann Arbor, Michigan, working with Concorde Asset Management, LLC. Jeffrey has previously held positions at Self Employed Commodities Trader, Minnesota Life Ins Co, Securian Financial Services, Inc, Gcg Financial, Diamond Wealth Strategies, Jd Mellberg Financial, LLC, Secure Investment Management, Allied Tree Care, LLC, Specialized Advisors, LLC, Smi, LLC, Great Point Capital, LLC, Great Point Advisors, LLC, Concorde Asset Management, LLC, Concorde Investment Services, LLC, Fortitude Investment Group, LLC, 1031 Securities, Inc, and 1031 Financial. Jeffrey has passed the Series 66 and Series 63 regulatory exams and is registered to provide services in Illinois. Currently, Jeffrey is part of Concorde Asset Management, LLC, which operates out of Ann Arbor, Michigan. 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
Not sure which advisor is right for you? Use our matching tool.
Our matching tool simplifies the process of finding a financial advisor. To match you with top financial advisors nearby, we ask you a series of questions about your retirement plans, life status, investment goals and advisor preferences, which are all important topics to consider when choosing a financial advisor. Based on that information, we match you with financial advisors near you who suit your needs. Our matching tool has connected more individuals with financial advisors than any other service in the U.S. Click here to get matched with an advisor today.
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
Jeffrey Proeh Work History
1031 Securities, Inc
1031 Financial
Concorde Asset Management, LLC
Concorde Investment Services, LLC
Fortitude Investment Group, LLC
Allied Tree Care, LLC
Great Point Capital, LLC
Great Point Advisors, LLC
Specialized Advisors, LLC
Smi, LLC
Jd Mellberg Financial, LLC
Secure Investment Management
Minnesota Life Ins Co
Securian Financial Services, Inc
Gcg Financial
Diamond Wealth Strategies
Self Employed Commodities Trader
Disclosures
Please visit the SEC profile of Jeffrey Proeh 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
Hanford, CA
San Diego, CA
Ann Arbor, MI
Sacramento, CA
Fort Wayne, IN
Roseville, CA
Ann Arbor, MI
Ann Arbor, MI
The content in this profile was updated by SmartAsset on 6/19/2024. 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.
The named financial professional and firm have not reviewed, approved, or endorsed this profile and are not responsible for its accuracy. Profile content is produced by SmartAsset independently of any business relationships that might exist between SmartAsset and the named financial professional and firm. Financial professionals and firms having business relationships with SmartAsset receive no special treatment or consideration in SmartAsset’s profiles.
This profile may include a firm or advisor that has a business relationship with SmartAsset, in which SmartAsset is compensated for lead referrals. SmartAsset is not a client of the aforementioned firms or advisors. SmartAsset did not receive compensation for including any of the firms or advisors in the aforementioned profile.
This page contains links to SmartAsset’s financial advisor matching tool, which may or may not match you with the advisor or firm mentioned in this profile. The matching tool does not include all available advisors and firms and matches based on specific criteria (investable assets, geography, and willingness to work with a remote advisor).
Certified Financial Planner Board of Standards, Inc. (CFP Board) owns the certification marks CFP® and CERTIFIED FINANCIAL PLANNER™ in the United States, which it authorizes the use of by individuals who successfully complete CFP Board’s initial and ongoing certification requirements.
