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Erica Maureen Traulsen

Concorde Asset Management, LLC

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About Erica Maureen Traulsen

Erica Maureen Traulsen is a registered investment advisor representative with Concorde Asset Management, LLC. Erica is based in Sacramento, CA and has been in the industry since 2023. Erica holds the Series 66, Series 7TO and SIE licenses. Erica has previously worked at various firms in the financial services industry, including Daniel Danker and WATANABE, LLC. In addition to her work at Concorde Asset Management, LLC, Erica is also a director of membership for the Financial Planning Association of Northern California.

Firm Information

Erica Traulsen 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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Erica Traulsen’s Registration & Firm History

CA

10/17/2023 - Present

Concorde Asset Management, LLC (Sacramento CA)

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Licenses & Designations

BOTH

Issued 09/18/2023

Series 66 - Uniform Combined State Law Examination

BC

Issued 04/12/2023

Series 7TO - General Securities Representative Examination

BC

Issued 01/24/2023

SIE - Securities Industry Essentials Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Erica Maureen Traulsen.
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