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Mark Huber

Concorde Asset Management, LLC

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About Mark Huber

Mark Huber is an investment advisor representative registered with Concorde Asset Management, LLC. Mark Huber has been in the securities industry since October 5, 2011. Mark Huber is a registered investment advisor representative in 17 states. Mark Huber is also a registered representative in 26 states. Mark Huber's firm provides financial planning, pension consulting and selection of other advisors. Mark Huber has been employed by Concorde Asset Management, LLC, since March 2012. Mark Huber is also a partner with TADA Wealth Advisors. Mark Huber is the owner of Thornwood Financial, a DBA for financial advisory services and securities business activities. Mark Huber provides small business consulting, exit & succession planning, life insurance sales (not variable), college planning and debt management consulting. Mark Huber also owns Neighborhood Direct and Painless Tax Solutions.

Firm Information

Mark Huber 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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Mark Huber’s Registration & Firm History

MI

05/08/2017 - Present

Concorde Asset Management, LLC (ANN ARBOR MI)

IL

10/06/2011 - 03/02/2012

WORLD EQUITY GROUP, INC. (ARLINGTON HEIGHTS IL)

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Licenses & Designations

IA

Issued 06/20/2013

Series 65 - Uniform Investment Adviser Law Examination

BC

Issued 10/19/2011

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 10/05/2011

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are 2 public disclosures for Mark Huber. Review regulatory record here.
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