John
Gakenheimer
Concorde Asset Management, LLC
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About this Advisor
John Gakenheimer is a certified financial planner based out of Livonia, Michigan who has 12 years of relevant experience. Gakenheimer is currently employed by Concorde Asset Management, LLC. During their career, Gakenheimer has held roles at Fipar, LLC, Concorde Investment Services, LLC, Concorde Insurance Agency, Inc, Concorde Holding Company, Concorde Asset Management, Concorde Asset Management, LLC and Link Alts Capital, LLC. Gakenheimer has Series 63 and Series 65 licenses, which qualify them as both a securities agent and an investment advisor representative, and can advise clients in California, Delaware, Michigan, Ohio, Oklahoma, Oregon, Virginia and Washington. Concorde Asset Management, LLC is a financial advisory firm operating out of Livonia, MI. The firm has offices in 40 locations and a total of 74 employees. It oversees $306 million in total assets between its 2,371 accounts, placing it among the mid-sized investment advisory firms in the country by assets under management. Of its 2,371 customer accounts, just 2% are associated with high-net-worth investors who have greater than $1 million in investable assets. Concorde Asset Management, LLC offers a wide set 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. Financial advisory fees usually are based on which services are provided. Fee types billed by Concorde Asset Management, LLC can 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
John Gakenheimer Work History
John has been registered as a financial advisor for 12 years.*
Link Alts Capital, LLC
Concorde Asset Management, LLC
Concorde Investment Services, LLC
Concorde Investment Services, LLC
Concorde Insurance Agency, Inc
Concorde Holding Company
Concorde Asset Management
Fipar, LLC
*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 John Gakenheimer 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
Livonia, MI
Livonia, MI
Livonia, MI
East Setauket, NY
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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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.
