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Matthew Kredit

Concorde Asset Management, LLC

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About Matthew Kredit

Matthew Kredit is a financial advisor associated with Concorde Asset Management, LLC. Matthew has been in the financial industry since 2022. Matthew holds Series 7TO, SIE, and Series 66 licenses. Matthew is registered as a broker-dealer and investment advisor in California. Matthew has experience in financial planning, pension consulting, selection of other advisors, and portfolio management for businesses and individuals.

Firm Information

Matthew Kredit 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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Matthew Kredit’s Registration & Firm History

CA

02/21/2024 - Present

Concorde Asset Management, LLC (Hanford CA)

CA

03/01/2023 - 02/21/2024

LPL FINANCIAL LLC (KINGSBURG CA)

CA

05/07/2022 - 03/08/2023

PRINCIPAL SECURITIES, INC. (Fresno CA)

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Licenses & Designations

BOTH

Issued 05/27/2022

Series 66 - Uniform Combined State Law Examination

BC

Issued 05/06/2022

Series 7TO - General Securities Representative Examination

BC

Issued 03/18/2022

SIE - Securities Industry Essentials Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Matthew Kredit.
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