Unclaimed
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.
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
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)
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
Active
Inactive
F
FINRA
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