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Peter A
Series 63, Series 65
Knoxville, TN
Concorde Asset Management, LLC
Peter Amrein is a financial advisor with Concorde Asset Management, LLC, holding Series 63 and Series 65 licenses and bringing nine years of industry experience. His prior roles include positions at The Benefits Group, LLC, M Holdings Securities, Inc., and Northwestern Mutual. Outside of his advisory work, he serves as Creative Director and Co-Producer for Oh Balls, LLC, an animated comedy production company. Concorde Asset Management serves individual, corporate, and retirement-plan clients by providing discretionary and non-discretionary portfolio management, financial planning, and access to third-party asset managers. The firm employs model portfolios and third-party strategists, tailoring investment solutions based on client objectives, timelines, and risk tolerances.
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