St Louis, MN Office
TeamData sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
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
5775 Wayzata Blvd, Suite 700
St Louis MN 55416
Advisors at this office
2
Advisors at this office
Stacy H
Series 66
St. Louis Park, MN
Concorde Asset Management, LLC
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.
Robin E
Series 63, Series 65
St Louis, MN
Concorde Asset Management, LLC
Robin Edgar is a financial advisor with Concorde Asset Management, LLC, holding Series 63 and Series 65 licenses and bringing 35 years of industry experience. He has been with Concorde Asset Management and Concorde Investment Services since 2013. Outside of his advisory role, Edgar is involved in several business activities including ownership of a consulting and coaching firm focused on exit planning and business succession, participation on a University of Minnesota nonprofit board supporting MIS students, and engagement in health and wellness product distribution. Concorde Asset Management provides discretionary and non-discretionary investment management, financial planning, and access to third-party asset management programs for 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 plan services tailored to client objectives.
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