Concorde Asset Management, LLC

Erkki Peippo is a financial advisor at Concorde Asset Management, LLC with 23 years of industry experience. He holds Series 63 and Series 65 licenses and has worked previously at Sagepoint Financial Inc. and through his own CPA firm. Outside of advisory work, he is involved in farming through Peippo Farms and operates as an insurance agent. 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 uses a model-based portfolio construction approach with in-house and external strategists, offering alternative investments and ERISA plan 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® with 19 years of experience in the financial services industry. He is currently with Concorde Asset Management, LLC, where he has worked since 2019, and has prior experience at Woodbury Financial Services and Jasen Wealth Advisors. Outside of his advisory role, Talbot is involved in several related activities including hosting a weekly online radio show for financial professionals, consulting families on college financial planning, and participating in charitable efforts with the Knights of Columbus. 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, incorporating both in-house and external strategies, and offers alternative investment products alongside traditional portfolios.

Justin Kiehne is a financial advisor at Concorde Asset Management, LLC with seven years of industry experience. He holds a Series 66 credential and has previously worked at Agilis Engineering, Inc. and the University of Florida Interdisciplinary Microsystems Group. Outside of his advisory role, he is involved in commercial real estate sales and leasing as a sales associate with eXp Commercial Real Estate. 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 uses individualized asset allocation and model-based portfolio construction, incorporating both in-house and external strategist models, and offers alternative investment products alongside traditional portfolios.

John Chess is a financial advisor with Concorde Asset Management, LLC, holding Series 63 and Series 65 licenses and over 21 years of industry experience. He has worked with firms including Securities America Advisors, Inc. and Investacorp Advisory Services. Outside of his advisory role, he is president of Realty Invest, a real estate brokerage and related business. 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, corporations, charitable organizations, and retirement plans. The firm uses individualized asset allocation and model-based portfolio construction, offering alternative products and ERISA plan services.

Mc Clain Marks is a Series 66-licensed financial advisor at Concorde Asset Management, LLC with three years of industry experience. His prior roles include positions at Sequent Real Estate + Wealth Management and Concorde Investment Services, LLC. Marks also worked at Sodoi Coffee Tasting House and has experience in educational settings including the University of California and Miramonte High School. 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, utilizing both in-house and external strategists on platforms such as Envestnet and Orion.

Kyla Mc Moran is an investment advisor representative with Concorde Asset Management, LLC, holding Series 63 and Series 65 licenses and five years of industry experience. She has worked at Concorde Asset Management since 2021 and is also associated with Bravest Wealth Management and Concorde Investment Services. Outside of her advisory roles, Mc Moran is active in her community as president of the Legacy Rotary club, where she leads meetings and chairs the annual fundraiser. 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, utilizing both in-house and external strategies, and offers a range of investment products alongside ERISA fiduciary 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 with Concorde Asset Management, LLC, holding Series 63 and Series 66 licenses and eight years of industry experience. Prior to joining Concorde in 2023, he worked at JP Morgan Securities LLC and J.P. Morgan Chase Bank. 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 offers 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, utilizing both in-house and external strategists.

Amy Arnold is a financial advisor at Concorde Asset Management, LLC in Ann Arbor, MI, with 23 years of industry experience. She holds a Series 66 designation and has worked at firms including American Alternative Capital, LLC and Proequities, Inc. Outside of her advisory role, Arnold is a part owner of L&A Outdoors, an RV rental and park business on Lewis Smith Lake. She also serves on the board of ADISA, providing oversight on independent broker-dealers and due diligence practices. Concorde Asset Management offers discretionary and non-discretionary investment management, financial planning, and access to third-party asset management programs for individual, corporate, charitable, and retirement clients. The firm emphasizes individualized asset allocation and model-based portfolio construction, utilizing both in-house and external strategists, and provides a range of investment options including alternatives and ERISA plan 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.

Delmar Mckinney II is a financial advisor at Concorde Asset Management, LLC with 42 years of industry experience. He holds Series 63 and Series 66 licenses and has been with Concorde since 2016. 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’s investment process emphasizes individualized asset allocation and model-based portfolio construction, utilizing in-house models and external strategists on platforms such as Envestnet and Orion.

Young Rah is a financial advisor with Concorde Asset Management, LLC, holding Series 63 and Series 65 licenses and bringing 20 years of industry experience. He has worked at several firms including Prudential and Ameritas, and currently serves as president of EMP Financial Network, Inc., where he manages the office. 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, utilizing both in-house and external strategist models, and offers a range of services including ERISA plan advisory.

Frank Kuiper is a financial advisor with Concorde Asset Management, LLC in San Diego, CA, holding the ChFC® designation and Series 63 and 65 licenses. He has 37 years of industry experience, including roles at Concorde Asset Management since 2018 and Financial Designs LTD. since 2011. Kuiper is also licensed as a life and long-term care insurance agent. 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, utilizing in-house and external strategies across multiple platforms.

Andrew Kraffert Gora 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 several firms including Bangerter Financial Services, Emerson Equity LLC, and Compass. Outside of his advisory role, Gora serves as a San Diego board member of CCIM, where he helps organize events and supports chapter growth. Concorde Asset Management provides discretionary and non-discretionary investment management, financial planning, and access to third-party asset management programs. The firm serves a broad client base including individuals, corporate and charitable clients, and retirement plans, using individualized asset allocation and model-based portfolio construction with both in-house and external strategists.