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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you John? Claim Your ProfileJohn Herbert Gakenheimer is an Investment Advisor Representative with Concorde Asset Management, LLC. John has over 47 years of experience in the financial services industry and has worked with a variety of clients, including individuals, businesses, and retirement plans. John is a Certified Financial Planner® professional. John has a long history of experience working with a wide range of investment firms. Prior to joining Concorde Asset Management, John worked for Equitas America, LLC, Questar Capital Corporation, and Magellan Securities Inc. John has a broad background in financial services including investment advisory, portfolio management, insurance, and business development.
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.
Comprehensive financial plans to help you achieve your personal and business goals.
Guidance on pension options to ensure a secure financial future.
Helps you choose top advisors aligned with your financial goals.
Custom portfolio management strategies for businesses to achieve long-term growth.
Personalized portfolio management to meet individual financial objectives.
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.
Set rates for specific services, regardless of time or assets managed.
A percentage of the total value of assets under management is charged.
Promoter fees from other advisors
1
2
MI
05/10/2018 - Present
Concorde Asset Management, LLC (ANN ARBOR MI)
MI
07/06/2022 - 02/28/2024
AMERICAN ALTERNATIVE CAPITAL, LLC (ANN ARBOR MI)
MI
09/08/2010 - 07/13/2022
CONCORDE INVESTMENT SERVICES, LLC (Livonia MI)
MI
08/31/2009 - 07/23/2010
EQUITAS AMERICA, LLC (FARMINGTON HILLS MI)
MI
07/28/1997 - 04/09/2008
QUESTAR CAPITAL CORPORATION (MONROE MI)
MI
07/12/1996 - 08/25/1997
MAGELLAN SECURITIES INC (HARPER WOODS MI)
FL
07/13/1983 - 07/16/1996
MONEY CONCEPTS CAPITAL CORP (PALM BEACH GARDENS FL)
NA
07/23/1975 - 03/21/1985
MILBROOK SECURITIES CO., INC.
IA
Issued 12/17/1997
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 04/19/1983
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 07/20/1999
Series 53 - Municipal Securities Principal Examination
BC
Issued 05/01/1997
Series 4 - Registered Options Principal Examination
BC
Issued 02/07/1997
Series 24 - General Securities Principal Examination
BC
Issued 01/02/2023
Series 52TO - Municipal Securities Representative Examination
BC
Issued 01/02/2023
Series 99TO - Operations Professional Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 07/19/1975
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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