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David Joseph Talbot

Concorde Asset Management, LLC

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About David Joseph Talbot

David Talbot is a financial advisor with over 17 years of experience in the industry. David is a registered representative with Concorde Asset Management, LLC and holds a Series 7, Series 66, and SIE license. David is also a Certified Financial Planner™ professional. David provides financial planning and investment advisory services to individuals, families, and businesses.

Firm Information

David Talbot 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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David Talbot’s Registration & Firm History

WI

04/01/2019 - Present

Concorde Asset Management, LLC (Kewaskum WI)

WI

02/14/2019 - 04/05/2019

WOODBURY FINANCIAL SERVICES, INC. (KEWASKUM WI)

WI

09/26/2006 - 12/17/2018

WOODBURY FINANCIAL SERVICES, INC. (WEST BEND WI)

WI

01/26/2006 - 07/26/2006

AXA ADVISORS, LLC (MILWAUKEE WI)

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Licenses & Designations

BOTH

Issued 02/23/2006

Series 66 - Uniform Combined State Law Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 01/25/2006

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for David Joseph Talbot.
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