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Rikki Jr Foster

Concorde Asset Management, LLC

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About Rikki Jr Foster

Rikki Foster Jr is a financial advisor with over 10 years of experience in the industry. Rikki is registered with Concorde Asset Management, LLC and Bangerter Financial Services, Inc. Rikki provides financial planning, portfolio management, and insurance services to individuals, corporations, trusts, and retirement plans. Rikki is committed to providing personalized financial advice and helping clients achieve their financial goals.

Firm Information

Rikki Foster 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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Rikki Foster’s Registration & Firm History

CA

06/02/2023 - Present

Concorde Asset Management, LLC (Roseville CA)

CA

04/18/2018 - 02/14/2019

BERTHEL, FISHER & COMPANY FINANCIAL SERVICES, INC. (Citrus Heights CA)

CA

11/01/2017 - 04/19/2018

HORNOR, TOWNSEND & KENT, INC. (REDWOOD SHORES CA)

CA

11/02/2015 - 11/07/2017

QUESTAR CAPITAL CORPORATION (ROCKLIN CA)

CA

07/05/2013 - 11/10/2015

WADDELL & REED (SACRAMENTO CA)

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Licenses & Designations

BOTH

Issued 08/13/2013

Series 66 - Uniform Combined State Law Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 07/03/2013

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Rikki Jr Foster.
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