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3909 Research Park Drive Suite 200, Ann Arbor, MI 48108 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| IL | RA | APPROVED | 2025-01-13 |
| OH | RA | APPROVED | 2022-08-10 |
| OK | RA | APPROVED | 2019-05-10 |
| DE | RA | APPROVED | 2019-02-01 |
| OR | RA | APPROVED | 2018-05-14 |
| WA | RA | APPROVED | 2018-05-10 |
| VA | RA | APPROVED | 2013-01-29 |
| CA | RA | APPROVED | 2012-01-13 |
| MI | RA | APPROVED | 2011-07-14 |
Branch Locations
3909 Research Park Drive Suite 200, Ann Arbor, MI 48108 • United States
Holland, OH • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Fipar, Llc | Monroe | MI | 04/2008 | 12/2019 |
| Concorde Investment Services, Llc | Troy | MI | 08/2010 | 01/2020 |
| Concorde Insurance Agency, Inc. | Troy | MI | 08/2010 | 01/2020 |
| Concorde Holding Company | Troy | MI | 08/2010 | 01/2020 |
| Concorde Investment Services, Llc | Livonia | MI | 01/2020 | 07/2022 |
| Concorde Asset Management, Llc | Livonia | MI | 02/2016 | Present |
| American Alternative Capital, Llc | Livonia | MI | 07/2022 | 12/2023 |
| Concorde Insurance Agency, Inc. | Ann Arbor | MI | 11/2023 | Present |
| American Alternative Capital, Llc | Livonia | MI | 12/2023 | 02/2024 |
| Concorde Investment Services, Llc | Ann Arbor | MI | 02/2024 | Present |
1) Gakenheimer Family LLC, Investment related, Start date: March 2003, Holland, OH. Member. My Family Investment Account. 6-10 hrs/Month. 2) Gakenheimer Insurance, 335 N. King Road, Holland, OH 43528. Investment Related. Owner. Insurance agent/insurance sales and service, 1-5 hrs/mo during business hours, Start date: November 1982. 3) Concorde Asset Management, LLC, Holland, OH. Start date: July 2011, Investment Related. Investment Advisor Representative and Executive Vice President, Investment Advisory, portfolio management. 1-5 hours/month during business hours. 4) John Gakenheimer. Non-investment related. Start date: February 2022. Holland, OH. Owner. Consultant for business development for my son's coffee company. 6-10 hours/month during trading hours. 5) Concorde Trust Services, Investment related, Holland, OH. Position/Title: Investment Advisor Representative/Owner. Nature of the business: Trust Administrative Services offered by advisor friendly trust companies to clients of Concorde Asset Management and to other financial institutions (banks, credit unions, family offices, etc.) in the future. Start date: June 2023. 1-5 hours/month during trading hours. 6) Concorde Insurance Agency, Inc. Start date: November 2023. President and DRLP. Ann Arbor, MI. Investment related. Part time during trading hours. 7) Concorde Holdings, Inc. Investment related. Ann Arbor, MI. Holding company for broker-dealer affiliate. Registered Principal. Start date: February 2024. Full time.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 1997-12-17 |
| S63 | Uniform Securities Agent State Law Examination | 1983-04-19 |
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