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John Arthur Stetter

Concorde Investment Management

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About John Arthur Stetter

John Arthur Stetter is an investment advisor representative at Concorde Investment Management. John has been in the industry since April 1994. John is registered with the state of Texas as an Investment Advisor Representative. John holds the Series 63 and Series 65 licenses. John's professional experience includes providing advisory services to other investment advisors, as well as portfolio management for individuals, businesses, and investment companies.

Firm Information

John Stetter is currently registered with Concorde Investment Management. Concorde Investment Management is a Dallas, TX-based investment advisor with $358.7 million in regulatory assets under management. They offer advisory services to individuals, businesses, investment companies, and other investment advisors. Their services include financial planning, portfolio management for individuals, businesses, and investment companies, and advisory services to other investment advisors.
Concorde Investment Management

8383 PRESTON CENTER PLAZA DRIVE

DALLAS, TX 75225

$358.71M

Assets Under Management

Not reported

Total Clients

4

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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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.

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portfolio management for investment companies

Strategic management for diversified investment portfolios.

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advisory services to other investment advisers

Advisory services to other investment advisers

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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percentage of assets

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

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John Stetter’s Registration & Firm History

TX

06/18/2004 - Present

Concorde Investment Management (DALLAS TX)

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Licenses & Designations

IA

Issued 06/17/2004

Series 65 - Uniform Investment Adviser Law Examination

BC

Issued 10/26/1988

Series 63 - Uniform Securities Agent State Law Examination

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are no public disclosures for John Arthur Stetter.
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