Laura Lyn Jocius

Employer firm

Concorde Asset Management, LLC CRD 140367

$598M regulatory AUM 898 advisory clients

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Portfolio management (institutions)
• Pension consulting
• Selection of other advisers

From the firm’s Form ADV. Read the guides:

• Item 5F — Regulatory AUM
• Item 5G — Advisory services
• Full firm profile

Current Employers

Employment History

• 08/2015 → Present
  Tada Wealth Advisors
  Racine, WI
• 07/2018 → Present
  Concorde Investment Services, Llc
  Livonia, MI
• 03/2021 → Present
  Concorde Asset Management, Llc
  Livonia, MI

Other Businesses

1) TADA Wealth Advisors Inc. Investment Related, 6226 Bankers Road, Suite 1 Racine, WI 53403. Client Services Manager/Registered Assistant. Start Date 8/17/2015. 70+ hours/month during securities trading hours. Administrative duties and customer services. 2) Concorde Asset Management. Investment Related. 6226 Bankers Road, Suite 1, Racine WI 53403. Client Services Manager/Registered Assistant. Start Date 8/17/2015. 1-5 hours/month during securities trading hours. Administrative duties and customer service. 3) Foremost Financial Planning. Tax Planning. 6226 Bankers Road, Suite 1, Racine WI 53403. Client Services Manager. Start Date 803/15/2018. 1-5 hours/month during non trading hours. 40 hours during trading hours. Administrative duties and customer service 4) 1031 DST Advisor. Investment related. Start date: 08/2020. Racine, WI. Internal Sales Coordinator and Registered Assistant. 6-10 hours/month during trading hours. 5) Thornwood Financial. Investment related. Start date 02/2022. Vice President. DBA for securities and investments. Fee-based financial planning. Mt. Pleasant, WI. Full time during trading hours.

Exams

• S66 Uniform Combined State Law Examination
  2020-10-01

Other Names

• Laura Avila
• Laura Lyn Jovius