Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Sarah? Claim Your ProfileSarah Lynn Budacki is a financial advisor at Concorde Asset Management, LLC. Sarah has been in the financial services industry since June 5, 2011 and has a strong track record of providing financial advice to individuals, corporations, and institutions. Sarah has a wide range of experience in financial planning, portfolio management, and investment advisory services. Sarah has a Series 7, 6, 66 and 65 license. In addition to her work at Concorde Asset Management, LLC, Sarah also provides advisory support for Concorde Holdings, Inc. and Concorde Investment Services, LLC.
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
05/14/2024 - Present
Concorde Asset Management, LLC (ANN ARBOR MI)
CO
01/19/2022 - 04/06/2023
ALPS DISTRIBUTORS, INC. (DENVER CO)
CO
01/19/2022 - 04/06/2023
ALPS PORTFOLIO SOLUTIONS DISTRIBUTOR, INC. (DENVER CO)
CO
07/28/2021 - 12/23/2021
LPL FINANCIAL LLC (GOLDEN CO)
CO
07/12/2013 - 06/29/2021
CETERA ADVISOR NETWORKS LLC (LAKEWOOD CO)
CO
03/18/2011 - 06/04/2013
SAGEPOINT FINANCIAL, INC. (LITTLETON CO)
CO
06/10/2010 - 07/13/2010
NORTHWESTERN MUTUAL INVESTMENT SERVICES, LLC (DENVER CO)
CO
04/21/2008 - 09/19/2008
OLD MUTUAL INVESTMENT PARTNERS (DENVER CO)
MI
02/15/2008 - 06/11/2008
AMERIPRISE FINANCIAL SERVICES, INC. (TROY MI)
MI
06/28/2007 - 10/16/2007
SII INVESTMENTS, INC. (TROY MI)
IA
Issued 02/05/2019
Series 65 - Uniform Investment Adviser Law Examination
BOTH
Issued 08/25/2012
Series 66 - Uniform Combined State Law Examination
BC
Issued 12/27/2016
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 02/14/2008
Series 7 - General Securities Representative Examination
BC
Issued 06/27/2007
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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