Courtney
Eisenbraun
Concorde Asset Management, LLC
Answer a few questions and
get matched with an advisor.
About this Advisor
Courtney Eisenbraun is a financial advisor based out of Livonia, Michigan with a total of 1 year of industry experience. Eisenbraun is on the advisory team at Concorde Asset Management, LLC. Throughout their career, they have worked at Saint Francis High School, Bemidji State University, Saint Cloud State University, Anoka Ramsey Community, Dermatology Pa, Brooklyn Chiropractic, Central Pediatrics, Thrivent Investment Management Inc, Thrivent Financial, Concorde Investment Services, LLC, Concorde Asset Management, LLC and Wealth Progression Group. Eisenbraun has Series 63 and Series 65 licenses, designating them as both a securities agent and an investment advisor representative, and is registered to serve investors in Minnesota. Concorde Asset Management, LLC is an advisory business that has its headquarters in Livonia, MI. It has offices in 40 locations and a total of 74 financial advisors. It administers $306 million in total assets across its 2,371 customer accounts, making it one of the mid-sized firms in the United States by assets under management. Of its 2,371 customer accounts, just 2% are associated with high-net-worth clients who have greater than $1 million in assets. Concorde Asset Management, LLC performs a number 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 management fee schedules typically depend on which services are provided. Fees charged by Concorde Asset Management, LLC can be comprised of some combination of asset-based, hourly, fixed and other fees.
Certifications and Registrations
Years Registered*
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
$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
Courtney Eisenbraun Work History
Courtney has been registered as a financial advisor for 1 years.*
Concorde Investment Services, LLC
Concorde Asset Management, LLC
Wealth Progression Group
Thrivent Financial
Thrivent Investment Management Inc
Bemidji State University
Dermatology Pa
Anoka Ramsey Community
Brooklyn Chiropractic
Central Pediatrics
Saint Cloud State University
Bemidji State University
Saint Francis High School
*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 Courtney Eisenbraun 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
East Setauket, NY
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.
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.
