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3909 Research Park Drive Suite 200, Ann Arbor, MI 48108 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| MO | RA | APPROVED | 2026-01-22 |
| NJ | RA | APPROVED | 2026-01-21 |
| OK | RA | APPROVED | 2026-01-09 |
| NM | RA | APPROVED | 2025-06-05 |
| FL | RA | APPROVED | 2024-09-19 |
| PA | RA | APPROVED | 2024-08-16 |
| MI | RA | APPROVED | 2024-02-23 |
| GA | RA | APPROVED | 2024-02-22 |
| NY | RA | APPROVED | 2024-01-24 |
| AR | RA | APPROVED | 2024-01-23 |
| CO | RA | APPROVED | 2023-06-26 |
| MN | RA | APPROVED | 2023-04-24 |
| WI | RA | APPROVED | 2022-11-04 |
| CA | RA | APPROVED | 2022-08-29 |
| RI | RA | APPROVED | 2022-07-12 |
| IA | RA | APPROVED | 2022-01-27 |
| OR | RA | APPROVED | 2022-01-06 |
| ID | RA | APPROVED | 2021-09-17 |
| OH | RA | APPROVED | 2020-08-10 |
| UT | RA | APPROVED | 2020-05-01 |
| IL | RA | APPROVED | 2019-09-30 |
| AZ | RA | APPROVED | 2018-03-01 |
Branch Locations
8390 E. Via De Ventura Suite F205, Scottsdale, AZ 85258 • United States
3909 Research Park Drive Suite 200, Ann Arbor, MI 48108 • United States
1 disclosure category reported Yes on this SEC record. Read each Yes below, then review the firm’s Form ADV Item 11 guide for how disclosure questions work.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Woodbury Financial Services, Inc | Woodbury | MN | 10/2003 | 02/2018 |
| Stoltz Financial Partners Llc | Scottsdale | AZ | 10/2003 | Present |
| Concorde Investment Services, Llc | Ann Arbor | MI | 02/2018 | Present |
| Concorde Asset Management, Llc | Ann Arbor | MI | 02/2018 | Present |
1) Stoltz Financial Partners, Inv related, Scottsdale AZ, DBA for sale and service of traditional, fixed ins. products. President, Agent & Producer. Start: 10/2003, 1-5 hrs/mo during trading hrs. 2) Clear Direction Investments LLC, Inv related, Scottsdale AZ, DBA name representing IAR & RR business with Concorde Inv Services LLC, prospecting for new clients & servicing existing clients as an invest. professional/financial planner-advisor. Doubles as an OBA for insurance & annuities. Registered Rep. Start: 12/2016 Full time during trading hrs. 3) Campus Advisers, Non-inv related, Scottsdale AZ. Founder, College planning/consulting firm, consultant to operating-business partner Lisa Hullinger and presenter to parents of college-bound students at high school meeting rooms. 1-5 hrs/mo during non-business hrs. 1-5 hrs/mo during business hrs. Start: 02/2022. 4) Legal Shield & ID Shield Services Inc/Legal Benefits-Stoltz LLC, Non-inv related, Scottsdale AZ. Ins. plan/Service to assist with personal identity safety & basic common legal issues. Referral Source. Start: 2/2018, 1-5 hrs/mo during non business hrs, 1-5 hrs/mo during business hrs. 5) Wealthpoint, Non-inv related, Scottsdale AZ, insur. and succession planning advisory firm to private companies/very profitable business owners, Refer clients to their firm. Get paid a fixed % who pay consulting fee or may split commission on a fixed/traditional life insurance policy. 1-5 hrs/mo during business hrs. Start: 10/2013. 6) Concorde Asset Management, LLC. Inv related. Ann Arbor, MI. Investment Advisory sales and service. Start: 03/2018. Full time trading hrs. 7) Concorde Ins Agency, INC. Inv Related. Scottsdale, Arizona. Selling and servicing insur needs. Start: 03/2018. 1-5 during business hrs and 1-5 hrs outside of business hrs. 8) Anthem One. Non-inv related. Start: 10/2020. Scottsdale, AZ. Title: Investor Lead Generator. Introduce business contacts to third party that presents investment opportunity. 1-5 hrs/mo during trading hrs. 9) Investment/Rental Real Estate, Non Inv related. Phoenix, AZ. Investor, buy/sell and sub-contract any improvements to the properties. 6-10 hrs/mo during non trading hrs, 1-5 hrs/mo during trading hrs. 10) Stoltz Financial Partners LLC, Non Inv related, Scottsdale Az, paid referral source for introducing borrowers to lenders, referrer introducing a borrower usually a client of a licensed real estate agent/broker, to a lender. Start: 12/2022, 1-5 hrs/mo during non trading hrs, 1-5 hrs mo during trading hrs. 11) Ohio State Life Insur/NexAnnuity, Inv related, Salt Lake City, UT, Agent/Producer, fixed annuity sales, broker fixed annuities, Start: 07/2023, 1-5 hrs/mo during non trading hrs, 1-5 hrs during trading hrs. 12) Legal Benefits-Stoltz LLC, Non inv related, Scottsdale AZ, Corporate LLC for Patti's Stoltz Legalshield Services commission sales business, LLC member, submit info to CPA, IRS. Start: 03/2018, 1-5 hrs/mo during non trading hrs, 1-5 hrs/mo during trading hrs. 13) Rockrich Stoltz LLC, Inv related. Start-May 2024. Acquire residential real estate to improve it and get it rented for Senior Care / Assisted Living, Scottsdale, AZ. Managing Member and 50% owner. 6-10 hrs/mo 14) RJ Group Homes 1 LLC. Inv related. Start: 05/2024. Acquire residential real estate to improve it and get it rented for Senior Care / Assisted Living, Scottsdale, AZ. Managing Member and 50% owner. 6-10 hrs/mo 15) RJGH Investors 1 LLC. Member. LLC for accounting purposes. Inv. related. Scottsdale, AZ. Start: 05/2024. 1-5 hrs/mo during non trading hrs, 1-5 hrs/mo during trading hrs 16) Captive Consultants/SRA 831b.com/831b-Experts LLC. Inv related, Start: 11/2024. Referral rep, refer clients who are potential fit to open capitive insur company. 6-10 hrs/mo during trading hour 17) Author-Clear Direction Investments. Non-inv related. Writing/selling book as prosp tool. Start Sept. 2025. Nicholasville, KY. 1-5hors/mo non-trad hrs. 6-10 hrs/mo trading h
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2006-09-06 |
| S63 | Uniform Securities Agent State Law Examination | 1998-08-03 |
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