Overwhelmed by options?

Answer a few questions to see advisors matched to you.

Filters 1

Find a financial advisor

Based on your filters

user avatar
firm logo

Aaron O

Series 63, Series 66

Boulder City, NV

Concorde Asset Management, LLC

Aaron Oborn is a financial advisor at Concorde Asset Management, LLC with 10 years of industry experience. He holds Series 63 and Series 66 licenses and has previously worked at firms including Bangerter Financial Services, Inc. and Yalecrest Capital Management LLC. Outside of advising, Oborn is Managing Director at ReMax Commercial Solutions, focusing on commercial real estate brokering. Concorde Asset Management serves individual, corporate, and retirement-plan clients, offering portfolio management, financial planning, and access to third-party asset managers. The firm constructs customized portfolios using model-based strategies and serves as an overlay manager with discretionary trading responsibilities.

Retirement income strategy Wealth management Active portfolio management Tax-loss harvesting Business ownership considerations Founder/Business Owner Executive Retired
Warmer team member

Not sure where to start?

We'll help you think it through—whether you ultimately need an advisor or not. Warmer helps you compare advisors clearly, so you can choose with confidence.

Find your advisor

For advisor listings, we rely on sources including public filings and data provided by advisors, and we cannot guarantee that all information is current or accurate. Advisors are independent and may not have reviewed or updated this information. Please review an advisor’s Form ADV and do your own diligence before deciding whether to work with them.

Advisor matching and introductions are provided by FinanceHQ LLC (“FHQ”), a wholly-owned subsidiary of Warmer and an SEC-registered investment advisor. We receive compensation from certain participating advisors for introductions or referrals. This creates a conflict of interest because we have an incentive to recommend advisors who compensate us, including those who pay us more. You pay no fee to use our matching service, and advisor fees are not increased because of a referral or introduction. We do not review the ongoing performance of advisors, manage or hold assets, guarantee performance, or provide advice about specific investments.

By using our service, you agree to our Terms of Service and Advisory Agreement, and acknowledge our Privacy Policy. Please review FHQ’s ADV Part 2A and Form CRS. Logos provided by Logo.dev

© 2026 Warmer Holdings Inc. (“Warmer”)