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Lauri Ranae Grovich

Concorde Asset Management, LLC

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About Lauri Ranae Grovich

Lauri Grovich is an investment advisor representative currently registered with Concorde Asset Management, LLC. Lauri has been in the industry since October 2016 and has a variety of experience working with individuals, corporations, charitable organizations, and pension and profit-sharing plans. Lauri is a licensed investment advisor representative and holds the Series 63, 65, 7TO and SIE licenses. Lauri has a strong understanding of financial markets and investment strategies, and is committed to providing her clients with personalized financial advice that helps them reach their goals.

Firm Information

Lauri Grovich 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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Lauri Grovich’s Registration & Firm History

MI

01/24/2024 - Present

Concorde Asset Management, LLC (ANN ARBOR MI)

AZ

05/22/2019 - 08/01/2023

LPL FINANCIAL LLC (PHOENIX AZ)

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Licenses & Designations

IA

Issued 10/25/2023

Series 65 - Uniform Investment Adviser Law Examination

BC

Issued 08/26/2020

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 05/22/2019

Series 7TO - General Securities Representative Examination

BC

Issued 03/01/2019

SIE - Securities Industry Essentials Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are 3 public disclosures for Lauri Ranae Grovich. Review regulatory record here.
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