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Matt Branstetter

Concorde Asset Management, LLC

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About Matt Branstetter

Matt Branstetter is an investment advisor representative at Concorde Asset Management, LLC. Matt has been in the financial services industry for over 30 years. Matt is a registered investment advisor in Arkansas, Georgia, Kansas, Oklahoma and Texas. Matt is also a registered representative with FINRA. Matt has a broad range of experience in the financial services industry, including investment advisory, securities brokerage and insurance. Matt is committed to providing his clients with personalized financial advice and guidance.

Firm Information

Matt Branstetter 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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Matt Branstetter’s Registration & Firm History

OK

07/09/2018 - Present

Concorde Asset Management, LLC (NOBLE OK)

OK

03/15/2007 - 11/29/2010

J.W. COLE FINANCIAL, INC. (NOBLE OK)

OK

10/27/2000 - 03/22/2007

QUESTAR CAPITAL CORPORATION (NOBLE OK)

MO

02/25/1992 - 11/02/2000

FFP SECURITIES, INC. (CHESTERFIELD MO)

NJ

08/17/1991 - 01/22/1992

FIRST INVESTORS CORPORATION (EDISON NJ)

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Licenses & Designations

IA

Issued 07/01/1992

Series 65 - Uniform Investment Adviser Law Examination

BC

Issued 08/15/1991

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 10/12/2000

Series 24 - General Securities Principal Examination

BC

Issued 01/20/1998

Series 26 - Investment Company Products/Variable Contracts Principal Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 12/15/1999

Series 7 - General Securities Representative Examination

BC

Issued 03/25/1997

Series 22 - Direct Participation Programs Representative Examination

BC

Issued 08/14/1991

Series 6 - Investment Company Products/Variable Contracts Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are 2 public disclosures for Matt Branstetter. Review regulatory record here.
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