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Damian Jude Dering

Concorde Asset Management, LLC

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About Damian Jude Dering

Damian Dering is a financial professional with over 25 years of experience in the financial services industry. Damian is a registered representative of Concorde Asset Management, LLC, with offices in El Segundo, CA and Ann Arbor, MI. Prior to joining Concorde Asset Management, LLC, Damian was associated with several other firms, including INDEPENDENT FINANCIAL GROUP, LLC, EPLANNING SECURITIES, INC., LINSCO/PRIVATE LEDGER CORP. and SUNAMERICA SECURITIES, INC. Damian holds the Series 7, Series 24, Series 63 and Series 66 licenses. Damian has been a financial advisor since 1997, working to provide sound financial advice and investment management solutions to individuals, families and businesses. Damian is also a Chartered Financial Consultant.

Firm Information

Damian Dering 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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Damian Dering’s Registration & Firm History

MI

01/25/2023 - Present

Concorde Asset Management, LLC (ANN ARBOR MI)

CA

12/18/2008 - 09/04/2014

INDEPENDENT FINANCIAL GROUP, LLC (Los Angeles CA)

CA

11/02/2007 - 12/22/2008

EPLANNING SECURITIES, INC. (LOS ANGELES CA)

NV

07/19/2004 - 11/20/2007

LINSCO/PRIVATE LEDGER CORP. (HENDERSON NV)

AZ

01/09/2003 - 07/23/2004

SUNAMERICA SECURITIES, INC. (PHOENIX AZ)

MN

03/05/1997 - 01/27/2003

AMERICAN EXPRESS FINANCIAL ADVISORS INC. (MINNEAPOLIS MN)

MN

03/05/1997 - 01/27/2003

IDS LIFE INSURANCE COMPANY (MINNEAPOLIS MN)

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Licenses & Designations

BOTH

Issued 07/29/2003

Series 66 - Uniform Combined State Law Examination

BC

Issued 03/11/1997

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 06/20/2000

Series 24 - General Securities Principal Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 03/04/1997

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Damian Jude Dering.
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