Robin Larae Edgar

Current Employers

Employment History

• 12/2013 → Present
  Concorde Investment Services Llc
  Ann Arbor, MI
• 12/2013 → Present
  Concorde Asset Management, Llc
  Ann Arbor, MI

Previous Registrations

• 2012-11-30 → 2013-12-03
  Securities America Advisors, Inc.
  Mason City, IA
  Mason City, IA
• 2011-08-16 → 2012-12-19
  Eagle One Investments, Llc
  Washington, IA
  Mason City, IA
  Mason City, IA

Other Businesses

1) Wealth Progression Group, Investment Related. St. Louis Park, MN. Insurance, Sales of Insurance Products, Agent, LTC/Health/Life Annuity Sales. Insurance & General Investor Education sessions. Start date 01/2020. 1-5 hrs/mo. during business hours, 1-5 hrs/mo. outside business hours. 2) Isagenix Distributor, Non-Investment Related. Lehi, UT 84043. Independent Distributor, distributor of Isagenix Health & Wellness Products, 1-5 hrs/mo outside business hours. 3) Concorde Asset Management, Investment Related. St. Louis Park, MN. Investment Adviser Representative, Start Date 08/2020, asset management. Over 40 hours/mo during business hours, 6-10 hrs/month during non business hours. 4 )Concorde Insurance Agency, Investment Related. St. Louis Park, MN. Insurance Agent; provide insurance services to clients when appropriate. 21-40 hrs/mo during business hours, 6-10 hrs/mo outside business hours. 5) Keystone Group International, St. Louis Park, MN. Investment Related. Business Development, consulting group and umbrella for other entities including offering Legal Shield and ID Shield to clients. 1-5 hour/month outside business hours, 1-5 hours/month during business hours. 6) Wealth Progression Group LLC. Investment Related. San Diego, CA 92128, Single member LLC. Owner/Single Member LLC for payroll. 1-5 hours/month during non trading hours, 1-5 hours/month during trading hours. Start Date 01/01/2023. 7) EABC - University of Minnesota Committee, Non investment related, Minnesota, Nonprofit board governance role for the EABC committee with the University of MN. Board helps MIS students get the support they need to be successful. 1-5 hrs/mo. during business hours, 1-5 hrs/mo. outside business hours. 8) RLE Enterprises, Non Investment related, St Louis Park, MN 55426, public speaking, podcasts, videos all public events, recruiting/consulting, book writing/empowering women to write books, referral to Cornerstone, companies looking to create a succession plan, prepare companies for sale. 100% Owner, Start date 02/27/2021,11-20 hrs/mo during non business hours, 21-40 hrs/mo during business hours. 9) Ready.Set.Exit!, Investment-related. Excelsior, MN 55331. Owner & Chief Exit Officer, consulting and coaching business owners about exit planning process. Start Date: 04/24/2025. 6-10 hours/month during business hours, 11-20 hours/month during non-business hours. 10) Wealth Progression Group, Investment Related, St Louis Pk, MN 55429, DBA for Robin Edgar Financial Planning Bus. Create Strategy Sessions for general public, w/genral education & information. 6-10 hrs/mo during non trading hours, 40 hrs/mo during trading hours. Start date 05/11/20. 11) Green Wave Power Systems. Non-investment related. Possible consultant position. Start date 09/05/2024. Haddam, Ct. 1-5 hrs/mo. during business hours, 1-5 hrs/mo. outside business hours.

Exams

• S65 Uniform Investment Adviser Law Examination
  2011-08-15
• S63 Uniform Securities Agent State Law Examination
  1990-05-30

Other Names

• Robin Larae Nutting
• Robin Larae Giese
• Robin Larae Edgar