Kewaskum, WI Office
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Concorde Asset Management, LLC
Multi-team
Firm-wide stats for Concorde Asset Management, LLC
About
Concorde Asset Management serves a mix of individual clients (including high-net-worth households), corporate and retirement-plan clients, offering discretionary and non-discretionary portfolio management, tailored financial planning, and access to third‑party asset managers and sponsored wrap fee programs. The firm also provides ERISA retirement-plan advisory services, participant advice, and management of variable annuity separate accounts as part of its advisory menu.
Concorde builds individualized portfolios by gathering client objectives, timelines, and risk tolerances, then implementing asset‑allocation and model‑based strategies across proprietary and third‑party platforms. The firm uses model portfolios and third‑party strategists (including its Concorde UMA program on Envestnet and integrations with Orion, Simplicity Group, and other providers) and serves as an overlay manager where it assumes discretionary trading and allocation responsibilities.
A distinctive feature disclosed in the brochure is that some representatives maintain separate outside businesses that provide legal and real‑estate services, and the firm has affiliated entities including a broker‑dealer and an insurance agency, which the brochure describes as creating potential conflicts that are mitigated through supervision and documented policies. The firm also highlights specific operational relationships (back‑office support from Envestnet, Simplicity Group, and GeoWealth), its role as a promoter and sub‑advisor in third‑party programs, and its formal ERISA conflict oversight and supervisory procedures.
Based on Concorde Asset Management, LLC
Expertise
Based on Concorde Asset Management, LLC
Location
114 Main Street, Po Box 427
Kewaskum WI 53040
Advisors at this office
2
Advisors at this office
David T
CFP®, Series 66
Kewaskum, WI
Concorde Asset Management, LLC
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.
Logan W
Series 66
Kewaskum, WI
Concorde Asset Management, LLC
Logan Wild is a financial advisor with Concorde Asset Management, LLC, holding a Series 66 designation and eight years of industry experience. He has worked at Concorde Investment Services and Concorde Asset Management since 2019 and was previously with Woodbury Financial Services. Outside of advising, he helps run youth basketball tournaments through Blue Diamond Athletics in Mayville, WI. Concorde Asset Management serves individual, corporate, and retirement-plan clients by offering discretionary and non-discretionary portfolio management, financial planning, and access to third-party asset managers. The firm uses model portfolios and proprietary strategies to create individualized investment solutions and provides ERISA retirement-plan advisory services.
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