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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Nicholas? Claim Your ProfileNicholas Loberg is an investment advisor representative with Concorde Asset Management, LLC in Ann Arbor, Michigan. Nicholas has been in the industry since March 2018. Nicholas is registered with the state of Michigan as an investment advisor representative and a broker-dealer. He has passed the Series 6, 7, 24, 63 and 65 exams. Nicholas has experience working with individuals, corporations, high-net-worth individuals, charitable organizations, pension and profit-sharing plans, and other investment advisors. Nicholas provides financial planning, pension consulting, selection of other advisors, and portfolio management services to clients.
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
MI
07/12/2024 - Present
Concorde Asset Management, LLC (ANN ARBOR MI)
MI
05/23/2022 - 07/12/2024
UNITED PLANNERS' FINANCIAL SERVICES OF AMERICA A LIMITED PARTNER (TROY MI)
MI
08/13/2021 - 05/05/2022
CORECAP INVESTMENTS, LLC (SOUTHFIELD MI)
NE
07/20/2017 - 08/16/2019
GWN SECURITIES INC. (OMAHA NE)
IA
Issued 02/10/2020
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 08/17/2017
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 03/07/2023
Series 24 - General Securities Principal Examination
BC
Issued 09/09/2022
Series 7TO - General Securities Representative Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 07/20/2017
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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