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Daniel Kenneth Charley

Concorde Asset Management, LLC

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About Daniel Kenneth Charley

Daniel Kenneth Charley is a financial advisor registered with Concorde Asset Management, LLC. Daniel Charley has been in the industry since June 7, 2016 and has been registered with the firm since July 2016. He is licensed to provide investment advice in Florida, New Jersey, North Dakota and Pennsylvania. Daniel Charley provides financial planning, pension consulting and selection of other advisors. He also manages portfolios for individuals and businesses.

Firm Information

Daniel Charley 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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Daniel Charley’s Registration & Firm History

MI

07/13/2016 - Present

Concorde Asset Management, LLC (ANN ARBOR MI)

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Licenses & Designations

BOTH

Issued 06/28/2016

Series 66 - Uniform Combined State Law Examination

BC

Issued 12/01/2022

Series 24 - General Securities Principal Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 06/04/2016

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There is public disclosure for Daniel Kenneth Charley. Review regulatory record here.
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