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Brent Wayne Lee

Concorde Asset Management, LLC

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About Brent Wayne Lee

Brent Wayne Lee is a registered investment advisor representative with Concorde Asset Management, LLC. Brent is a financial professional with over 15 years of experience in the industry. Brent has held previous roles with LEBENTHAL & CO., LLC, VOYA FINANCIAL ADVISORS, INC., CRI SECURITIES, LLC, and SECURIAN FINANCIAL SERVICES, INC. Brent holds Series 66 and Series 7 licenses and is registered in multiple states. Brent specializes in providing financial planning, pension consulting, and portfolio management for individuals and businesses.

Firm Information

Brent Lee is currently registered with Concorde Asset Management, LLC. Concorde Asset Management, LLC is an investment advisory firm headquartered in Ann Arbor, MI. The firm provides financial planning, pension consulting, and portfolio management services to individuals, businesses, corporations, pension and profit-sharing plans, and charitable organizations. They manage approximately $395 million in assets for over 2,500 clients.
Concorde Asset Management, LLC

3909 RESEARCH PARK DRIVE

ANN ARBOR, MI 48108

$395.11M

Assets Under Management

1,327

Total Clients

78

Total Financial Advisors

Services Offered

Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.

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financial planning services

Comprehensive financial plans to help you achieve your personal and business goals.

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pension consulting services

Guidance on pension options to ensure a secure financial future.

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selection of other advisors

Helps you choose top advisors aligned with your financial goals.

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portfolio management for businesses

Custom portfolio management strategies for businesses to achieve long-term growth.

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portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

Fee Structure

Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.

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fixed fees

Set rates for specific services, regardless of time or assets managed.

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percentage of assets

A percentage of the total value of assets under management is charged.

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other

Promoter fees from other advisors

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Brent Lee’s Registration & Firm History

ND

04/09/2020 - Present

Concorde Asset Management, LLC (Williston ND)

ND

10/30/2014 - 07/27/2016

LEBENTHAL & CO., LLC (Williston ND)

ND

07/27/2011 - 10/30/2014

VOYA FINANCIAL ADVISORS, INC. (WILLISTON ND)

MN

11/02/2007 - 06/10/2011

CRI SECURITIES, LLC (MINNETONKA MN)

MN

11/02/2007 - 06/10/2011

SECURIAN FINANCIAL SERVICES, INC. (MINNETONKA MN)

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Licenses & Designations

BOTH

Issued 11/20/2007

Series 66 - Uniform Combined State Law Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 11/01/2007

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Brent Wayne Lee.
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