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Scott P Reiber

Concorde Asset Management, LLC

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About Scott P Reiber

Scott Reiber is a financial advisor with Concorde Asset Management, LLC, where Scott has been employed since April 2021. Previously, Scott worked with SCF Securities, Inc. and Packerland Brokerage Services, Inc. Scott Reiber is licensed to provide investment advice in California. Scott Reiber's experience includes providing financial planning, pension consulting, and selection of other advisors.

Firm Information

Scott Reiber 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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Scott Reiber’s Registration & Firm History

MI

04/22/2021 - Present

Concorde Asset Management, LLC (ANN ARBOR MI)

CA

12/18/2020 - 04/28/2021

SCF SECURITIES, INC. (VALENCIA CA)

CA

07/16/2019 - 12/15/2020

PACKERLAND BROKERAGE SERVICES, INC. (Valencia CA)

CA

02/15/2019 - 04/22/2019

TRANSAMERICA FINANCIAL ADVISORS, INC (VALENCIA CA)

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Licenses & Designations

IA

Issued 09/13/2019

Series 65 - Uniform Investment Adviser Law Examination

BC

Issued 02/22/2019

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 02/01/2021

Series 22TO - Direct Participation Programs Representative Examination

BC

Issued 02/15/2019

Series 6TO - Investment Company Products/Variable Contracts Representative Examination

BC

Issued 01/11/2019

SIE - Securities Industry Essentials Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Scott P Reiber.
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