Grosse Pointe, MI Office
TeamData sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Concurrent Investment Advisors, LLC
Enterprise
Firm-wide stats for Concurrent Investment Advisors, LLC
About
Concurrent Investment Advisors, LLC is an SEC-registered, multi‑team advisory firm that serves individuals, high‑net‑worth clients, families, trusts, estates, businesses, and retirement plans. The firm provides wealth and investment management (discretionary and non‑discretionary), financial planning (ongoing and project‑based), retirement plan and participant advisory services, and sponsors a wrap fee program, supported by a network of roughly 286 advisors serving over 13,000 clients.
Concurrent’s investment process is centered on customized, primarily long‑term portfolios that typically use ETFs and mutual funds and may include individual securities, bonds, alternative investments, and independent sub‑advisers. The firm conducts internal due diligence, constructs strategic asset allocations, and offers operational tools for held‑away accounts (including an order‑management integration) as well as cash management and mortgage‑platform options made available through third‑party providers, with client consent and disclosure of related operational and cybersecurity considerations.
What distinguishes Concurrent from many peers are its affiliated sub‑advisory arrangements and platform integrations: the firm may utilize Concurrent Asset Management, LLC (CAM) as a sub‑advisor and discloses that CAM’s use can involve fee sharing and potential equity interests for IARs, creating a material affiliation to consider. Concurrent also makes available third‑party solutions (for cash management and mortgage access) and maintains institutional relationships with multiple custodial platforms, and it explicitly oversees delegated retirement plan model managers and participant‑level implementation.
Based on Concurrent Investment Advisors, LLC
Location
17266 Mack Ave, Suite A
Grosse Pointe MI 48230
Advisors at this office
5
Advisors at this office
Michelle K
Series 63, Series 66
Grosse Pointe, MI
Concurrent Investment Advisors, LLC
Michelle Kreda is a financial advisor with Concurrent Investment Advisors, LLC, holding Series 63 and Series 66 designations and 15 years of industry experience. Her prior experience includes ten years at Wells Fargo Advisors and Wells Fargo Clearing, as well as time at Ameriprise. She is also involved in retail outside the financial sector as a representative for Avon, selling cosmetic products, skincare, and perfumes. Concurrent Investment Advisors is a multi-team SEC-registered advisory firm serving individuals, high-net-worth clients, families, trusts, estates, businesses, and retirement plans. The firm offers wealth and investment management, financial planning, and retirement advisory services, focusing on customized, primarily long-term portfolios using ETFs, mutual funds, and other investment vehicles, supported by a network of approximately 286 advisors serving over 13,000 clients.
Michael B
Series 66
Grosse Pointe, MI
Concurrent Investment Advisors, LLC
Michael Bauer is a financial advisor with Concurrent Investment Advisors, LLC and holds a Series 66 designation. He has 24 years of industry experience, including roles at Raymond James Financial Services and Wells Fargo Advisors. Bauer is also the owner of BMR Retirement, a non-variable insurance business. Concurrent Investment Advisors, LLC is a multi-team advisory firm serving individuals, high-net-worth clients, families, trusts, estates, businesses, and retirement plans. The firm offers customized, primarily long-term investment portfolios alongside wealth management and financial planning services, supported by a network of approximately 286 advisors.
Katrina W
Series 63, Series 65
Grosse Pointe, MI
Concurrent Investment Advisors, LLC
Katrina Wilson is a financial advisor with Concurrent Investment Advisors, LLC based in Grosse Pointe, MI. She holds Series 63 and Series 65 licenses and has 28 years of industry experience. Her prior experience includes roles at Wells Fargo Advisors and Raymond James Financial Services. Wilson also serves as a Compliance Manager for BMR Retirement Group LLC. Concurrent Investment Advisors, LLC is a multi-team advisory firm serving individuals, high-net-worth clients, families, trusts, estates, businesses, and retirement plans. The firm offers wealth management, financial planning, and retirement plan advisory services, with an investment approach focused on customized, primarily long-term portfolios incorporating ETFs, mutual funds, and other securities.
Elizabeth M
Series 63, Series 65
Grosse Pointe, MI
Concurrent Investment Advisors, LLC
Elizabeth Meagher is a financial advisor with Concurrent Investment Advisors, LLC, holding Series 63 and Series 65 licenses and bringing 33 years of industry experience. Her career includes roles at Purshe Kaplan Sterling Investments, BMR Retirement Group, Next Retirement Solutions, Raymond James Financial Services, and Wells Fargo Clearing. She also provides insurance advice related to fixed insurance and annuities. Concurrent Investment Advisors, LLC is a multi-team firm serving individuals, high-net-worth clients, families, trusts, estates, businesses, and retirement plans. The firm focuses on customized, primarily long-term portfolios using ETFs, mutual funds, and other investment vehicles, supported by a network of approximately 286 advisors and integrated platform solutions.
John R
Series 66
Grosse Pointe, MI
Concurrent Investment Advisors, LLC
John Reeber is a financial advisor at Concurrent Investment Advisors, LLC with 12 years of industry experience. He holds the Series 66 designation and has previously worked at Raymond James Financial Services and Wells Fargo Advisors. Reeber is also involved in advising clients and managing assets through a business activity under Concurrent Investment Advisors known as BMR Retirement Group. Concurrent Investment Advisors, LLC is a multi-team advisory firm serving individuals, high-net-worth clients, families, trusts, estates, businesses, and retirement plans. The firm offers wealth and investment management, financial planning, and retirement plan advisory services, utilizing customized, primarily long-term portfolios with a range of investment options and affiliated sub-advisory arrangements.
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.
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”)