Concorde Asset Management, LLC

Erkki Peippo is a financial advisor with Concorde Asset Management, LLC in Ann Arbor, MI, holding Series 63 and Series 65 licenses and bringing 24 years of industry experience. He previously worked at Sagepoint Financial Inc. for 14 years and operates Erkki M. Peippo, CPA, PC, providing accounting and insurance services. Outside of advising, he owns and manages Peippo Farms, a farming operation in Gladstone, MI. Concorde Asset Management serves individual, corporate, and retirement-plan clients with discretionary and non-discretionary portfolio management and tailored financial planning. The firm uses model portfolios and third-party strategists, including its Concorde UMA program on Envestnet, to build individualized portfolios and offers ERISA retirement-plan advisory services.

Gary Glover is a financial advisor with Concorde Asset Management, LLC, holding Series 63 and Series 65 licenses and bringing 38 years of industry experience. He has worked with Concorde Asset Management and Concorde Investment Services since 2016. Outside of his advisory role, he serves as local service chair and foundation chair for Rotary International, organizing community events and managing grant writing and volunteer efforts. Concorde Asset Management provides discretionary and non-discretionary investment management, financial planning, and access to third-party asset management programs for a diverse client base, including individuals, corporate and charitable clients, and retirement plans. The firm utilizes individualized asset allocation and model-based portfolio construction, offering a range of investment products and ERISA fiduciary services.

David Talbot is a CFP® and Series 66 holder with 20 years of industry experience. He has been with Concorde Asset Management, LLC since 2019 and has prior experience with firms including Woodbury Financial Services and Jasen Wealth Advisors. Outside of his advisory role, Talbot helps host a weekly online radio show aimed at financial and insurance professionals and consults families on college financial planning through The Silbernagel Group, Inc. He is also involved in charitable activities with the Knights of Columbus. Concorde Asset Management serves a diverse client base including high-net-worth individuals, corporations, and retirement plans. The firm offers discretionary and non-discretionary portfolio management, tailored financial planning, and access to third-party asset managers, employing model-based and individualized portfolio strategies across multiple platforms.

Justin Kiehne is a financial advisor at Concorde Asset Management, LLC with seven years of industry experience. He holds the Series 66 designation and has previously worked at Agilis Engineering, Inc. Outside of his advisory role, he is also involved in real estate sales and leasing through eXp Commercial Real Estate. Concorde Asset Management serves individual, corporate, and retirement-plan clients by providing discretionary and non-discretionary portfolio management, tailored financial planning, and access to third-party asset managers and wrap fee programs. The firm builds individualized portfolios using model-based strategies across proprietary and third-party platforms and offers ERISA retirement-plan advisory services.

John Chess is a financial advisor at Concorde Asset Management, LLC with 21 years of industry experience. He holds the Series 63 and Series 65 licenses and has worked with firms including Securities America Advisors, Inc. and Investacorp Advisory Services. Outside of advisory roles, he is president of Realty Invest, a real estate brokerage based in Columbus, OH. 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-based strategies and acts as an overlay manager, tailoring portfolios according to client objectives and risk tolerances.

Mc Clain Marks is a financial advisor at Concorde Asset Management, LLC with three years of industry experience. He holds a Series 66 designation and has worked at Concorde Asset Management and Concorde Investment Services since 2023. Marks is also associated with Sequent Real Estate + Wealth Management and has experience in the coffee industry through his involvement with Sodoi Coffee Tasting House. Concorde Asset Management serves individual, corporate, and retirement-plan clients by offering portfolio management, financial planning, and access to third-party asset managers. The firm builds individualized portfolios using asset-allocation and model-based strategies across proprietary and third-party platforms.

Jose Perich is a financial advisor with Concorde Asset Management, LLC in Ann Arbor, MI. He holds Series 63 and Series 65 licenses and has 20 years of industry experience. His prior roles include positions at Citigroup, A.G.P. / Alliance Global Partners, and Hapoalim Securities USA. Concorde Asset Management serves individual, corporate, and retirement-plan clients by providing discretionary and non-discretionary portfolio management, tailored financial planning, and access to third-party asset managers. The firm builds individualized portfolios using asset allocation and model-based strategies across proprietary and third-party platforms, including its Concorde UMA program on Envestnet.

Kyla Mc Moran is a financial advisor with Concorde Asset Management, LLC, holding Series 63 and Series 65 licenses and five years of industry experience. She has worked with Concorde since 2021 and is also involved with Bravest Wealth Management. Outside of her advisory roles, she serves as president of the local Legacy Rotary chapter, where she leads club meetings and chairs the annual fundraiser. Concorde Asset Management serves individual, corporate, and retirement-plan clients by providing discretionary and non-discretionary portfolio management and tailored financial planning. The firm uses model portfolios and third-party strategists to build individualized investment solutions and offers ERISA retirement-plan advisory services.

Adam Simon is a financial advisor at Concorde Asset Management, LLC with two years of industry experience. He holds Series 63 and Series 65 licenses and has worked at firms including Realized Financial, Inc. and Mosser Capital Management LLC. Outside of securities trading, he serves as president of Nomisimon, Inc., a real estate consulting company. Concorde Asset Management provides discretionary and non-discretionary investment management, financial planning, and access to third-party asset management programs for a diverse client base, including individuals, corporate and charitable clients, and retirement plans. The firm emphasizes individualized asset allocation and model-based portfolio construction, offering a range of investment products and ERISA fiduciary services.

Samuel Scarpone is a financial advisor at Concorde Asset Management, LLC with nine years of industry experience. Prior to joining Concorde in 2023, he worked at JP Morgan Securities LLC and J.P. Morgan Chase Bank from 2016 to 2023. Outside of his advisory role, he serves as Vice Chair of the Wilsonville-Kitakata Sister City Advisory Board, facilitating economic and academic exchanges between Wilsonville, Oregon, and Kitakata, Japan. 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 builds individualized portfolios based on client objectives and uses model portfolios and third-party strategists, including its Concorde UMA program on Envestnet, while offering ERISA retirement-plan advisory services.

David Kern is a ChFC® credentialed financial advisor with 42 years of industry experience. He has been with Concorde Asset Management, LLC since 2014 and also has longstanding ties to Advantage Financial Planning dating back to 1987. Outside of his advisory roles, Kern is a member of The Flying Circuits, a remote control flying club. Concorde Asset Management provides discretionary and non-discretionary investment management, financial planning, and access to third-party asset management programs for a diverse client base that includes individuals, corporate and charitable clients, and retirement plans. The firm emphasizes individualized asset allocation and model-based portfolio construction, offering a range of services including wrap fee programs and ERISA plan advisory.

Ryan Edde is a financial advisor with Concorde Asset Management, LLC in Reno, NV, holding Series 63 and Series 65 licenses and having 16 years of industry experience. Prior to joining Concorde, he spent 15 years at Wells Fargo Securities, LLC and an additional 26 years at Wells Fargo Bank. He is the sole owner of Consulting NV, LLC, providing ad-hoc consulting on rent strategy and property maintenance. Concorde Asset Management serves individual, corporate, and retirement-plan clients with tailored financial planning and portfolio management, utilizing model-based strategies and third-party platforms. The firm also offers ERISA retirement-plan advisory services and manages variable annuity separate accounts.

Delmar Mckinney II is a financial advisor at Concorde Asset Management, LLC with 43 years of industry experience. He holds Series 63 and Series 66 licenses and has been with Concorde since 2016. Concorde Asset Management serves individual, corporate, and retirement-plan clients by providing discretionary and non-discretionary portfolio management, tailored financial planning, and access to third-party asset managers. The firm builds individualized portfolios using asset allocation and model-based strategies across proprietary and third-party platforms while offering ERISA retirement-plan advisory services and participant advice.

Stacy Hunt is a financial advisor at Concorde Asset Management, LLC with three years of industry experience. She holds a Series 66 designation and previously worked at Edward Jones, Safco Products, and Transitions Home Care. Concorde Asset Management serves individual, corporate, and retirement-plan clients by providing portfolio management, financial planning, and access to third-party asset managers. The firm builds personalized portfolios through asset allocation and model-based strategies, using proprietary and third-party platforms, and offers ERISA retirement-plan advisory services.

Young Rah is a financial advisor at Concorde Asset Management, LLC with 20 years of industry experience. He holds Series 63 and Series 65 credentials and has worked at firms including Prudential and Ameritas. Rah is also president of EMP Financial Network, Inc., where he manages office operations. Concorde Asset Management serves individual, corporate, and retirement-plan clients, offering a range of portfolio management and financial planning services. The firm builds customized portfolios using both proprietary and third-party model strategies and provides ERISA retirement-plan advisory services.