Advisor at Concorde Asset Management, 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
Concorde Asset Management, LLC
Location
Huntertown, IN
Credentials
ChFC®, Series 63
Industry experience
42 years
Financial planning fixed fees starting at $300; can range up to $25,000 depending on complexity
$0+: Typically 1% to 2% (negotiable, blended rate possible based on asset allocation) $0 - $1,000,000: 0.15% platform fee $1,000,001 - $2,000,000: 0.13% platform fee $2,000,001 - $5,000,000: 0.12% platform fee $5,000,001 - $10,000,000: 0.10% platform fee $10,000,001+: 0.10% platform fee
Representatives may receive commissions as registered representatives of affiliated broker-dealer or insurance agents separately from advisory fees
Financial planning hourly fees $100 to $300 per hour for professionals; $50 to $80 for administrative/support staff
Minimum fee: Financial planning fixed fee minimum $300 Fee-only: Financial planning fees charged on hourly or fixed fee basis; hourly rates $100-$300 (financial professionals), $50-$80 (support staff); fixed fees range $300 to $25,000
Concorde Asset Management, LLC
2014 - Present (12 years)
Concorde Investment Services
2011 - Present (15 years)
Advantage Financial Planning
1987 - Present (39 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.
Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory 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.
Is not active or affiliated with:
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.
Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
CFP®
Fort Wayne, IN
Arena Wealth Management LLC
Ryan Kay, CFP®, AIF®, launched Arena Wealth Management in 2023 after previously working for an independent wealth management firm. He also previously ran his own branch office for a national broker dealer. He has spent his entire professional career providing and implementing investment recommendations to families and institutions. Ryan graduated from Purdue University’s Daniels School of Business with a Bachelor of Science degree in Management. He currently serves as Chairman of Finance and a member of the Board of Directors for the Purdue Alumni Association and has served as a member of the Purdue University System Retirement Plan Committee. He is a past President of the Purdue Alumni Club of Fort Wayne, recipient of the 2015 Purdue University "Outstanding Young Alumni Award", and in 2021 received the "Alumni Service Award" from the Purdue Alumni Association. He received a Certificate in Financial Planning from Boston University and in 2016 was awarded the CFP® certification from the CFP Board. Ryan is a member of Greater Fort Wayne Business Weekly’s Forty Under 40 class of 2017. Ryan is a past Adjunct Lecturer at Purdue University, Fort Wayne (PFW) and previously served as the Treasurer of the Board of Directors for Power House Youth Center. He and his wife reside in Fort Wayne with their daughters.
Series 66
Fort Wayne, IN
Edward Jones
Series 66
Fort Wayne, IN
Edward Jones
CFP®, Series 63, Series 66
Fort Wayne, IN
Edward Jones
Series 66
Fort Wayne, IN
Edward Jones
Series 66
Fort Wayne, IN
Edward Jones
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