Advisor at Concurrent Investment Advisors, LLC
Data sourced from SEC public records (and other sources when available). Some details may be added by the advisor after claiming their profile. Refreshed daily • Updated today.
Firm
Concurrent Investment Advisors, LLC
Location
San Diego, CA 92130
Credentials
Series 63, Series 65
Industry experience
39 years
Kenneth Maring is a financial advisor at Concurrent Investment Advisors, LLC with 39 years of industry experience. He holds Series 63 and Series 65 licenses. Prior to joining Concurrent in 2024, he worked at Morgan Stanley Private Bank and Wells Fargo in various advisory roles. Outside of his advisory work, he is the owner of Great Basin Asset Management, a support company. Concurrent Investment Advisors provides wealth management, investment management, financial planning, and retirement plan advisory services to individuals, families, trusts, estates, businesses, and retirement plans. The firm serves over 10,000 clients with approximately $9.9 billion in assets under management, offering customized portfolios with a long-term approach across a wide range of investment options.
Based on Concurrent Investment Advisors, LLC
Based on Concurrent Investment Advisors, LLC
Project-based financial planning fixed fees up to $25,000; ongoing financial planning fixed fees up to $200,000 annually; fixed quarterly fees possible for investment management
$0 - $1,000,000: 2.00% annually $1,000,001 - $2,000,000: 1.70% annually $2,000,001 - $3,000,000: 1.60% annually $3,000,001 - $5,000,000: 1.50% annually $5,000,001 - $7,500,000: 1.40% annually $7,500,001 - $10,000,000: 1.30% annually $10,000,001+: 1.00% annually
Advisory Persons may earn commissions as Registered Representatives and insurance agents; separate from advisor fees
Financial planning services billed up to $500 per hour
Fee-only: Financial planning: up to $500/hour; fixed fee up to $25,000; ongoing fixed annual fee up to $200,000 per year
12730 High Bluff Dr, Ste 160
San Diego, CA 92130
California · Nevada · Texas
Concurrent Investment Advisors, LLC
2024 - Present (2 years)
Morgan Stanley Private Bank, N.A
2017 - Present (9 years)
Morgan Stanley Private Bank, N.A.
2017 - 2024 (7 years)
Morgan Stanley Smith Barney LlC
2017 - 2024 (7 years)
Wells Fargo Clearing
2016 - 2017 (1 year)
WELLS FARGO ADVISORS LLC
2009 - 2016 (7 years)
Wells Fargo
2008 - 2017 (9 years)
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Is active or affiliated with:
Insurance agent
They sell insurance products and may earn commissions on those sales.
Is not active or affiliated with:
Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
Bank
They're affiliated with a bank that may offer its own financial products and services.
Trust company
They provide trust and estate administration services, typically for separate fees.
Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
Lawyer
They provide legal services, typically billed separately.
Real estate agent
They facilitate real estate transactions and may earn commissions.
Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Series 65
Poway, CA
Pearson, Frederick, Norman Jr.
ChFC®, Series 66
La Mesa, CA
Tweet Management Services, Inc.
Series 65
Solana Beach, CA
CSJ Wealth Management, LLC
Series 63, Series 65
Rancho Santa Fe, CA
Leedom Asset Management, Inc.
Series 65
Poway, CA
Engineering Financial Independence, Inc.
Series 63, Series 66
San Diego, CA
Torrey Wealth, LLC
Not sure where to start?
We'll help you think it through – whether you ultimately need an advisor or not.
Warmer provides personalized recommendations and introductions to independent fiduciary advisors. We do not supervise advisors, manage or hold assets, guarantee performance, or provide advice about specific investments.
Each advisor listed on our site is an independent fiduciary responsible for their own advice. Warmer may receive fees from advisors for participation or referrals; these fees are paid by advisors and do not affect the fees clients pay for advisory services.
For advisor listings, we rely on sources including public filings and data provided by advisors, and we cannot guarantee that all information is current or accurate. Please review an advisor's Form ADV and do your own diligence before entering into an advisory relationship.
By using our service, you agree to Warmer's Terms of Service and Advisory Agreement and Privacy Policy. Logos provided by Logo.dev
© 2026 Warmer Holdings Inc. ("Warmer")