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3909 Research Park Drive Suite 200, Ann Arbor, MI 48108 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| UT | RA | APPROVED | 2026-08-14 |
| WA | RA | APPROVED | 2026-07-02 |
| MI | RA | APPROVED | 2025-11-24 |
| ND | RA | APPROVED | 2025-10-22 |
| GA | RA | APPROVED | 2025-02-20 |
| SC | RA | APPROVED | 2025-02-12 |
| KS | RA | APPROVED | 2024-01-03 |
| HI | RA | APPROVED | 2023-11-02 |
| AL | RA | APPROVED | 2023-09-13 |
| CA | RA | APPROVED | 2023-02-22 |
| MN | RA | APPROVED | 2022-04-04 |
| TX | RA | APPROVED | 2022-04-04 |
| NY | RA | APPROVED | 2021-06-15 |
| FL | RA | APPROVED | 2021-01-20 |
| MT | RA | APPROVED | 2020-12-16 |
| CO | RA | APPROVED | 2020-12-02 |
| IL | RA | APPROVED | 2020-01-23 |
| WI | RA | APPROVED | 2019-04-01 |
Branch Locations
114 Main Street Po Box 427, Kewaskum, WI 53040 • 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 | Keaskum | WI | 04/2001 | 03/2019 |
| The Silbernagle Group Inc | Kewaskum | WI | 07/1997 | Present |
| Concorde Investment Services | Ann Arbor | MI | 03/2019 | Present |
| Concorde Asset Management | Ann Arbor | MI | 03/2019 | Present |
1) The Silbernagel Group, Investment Related, 114Main St. Kewaskum, WI 53040, Consulting families of high school students and charging a flat fee / referring them to online tools to help with determining majors, filling out financial aid applications, college search engines, and preadmission testing prep. Consultant, Start Date: 04/12/2017, 10 hours during weekly during trading hours. 2) KEWASKUM PROPERTIES; NON INV REL; 114 MAIN ST, KEWASKUM WI 53040; 100% OWNER; STARTED 11/96; 5 HR/MO; 5HR/MO DST; MANAGE PROPERTY. 3) MORTGAGES; 1/1/2005; 0HR/MO; 0HR/MO; EDUCATING CLIENTS ON THE BASICS OF HOW REVERSE MORTGAGES WORK AND REFERRING TO A MORTGAGE BROKER. 4) REAL WEALTH RADIO LLC; NON INV REL; 114 MAIN ST, KEWASKUM WI 53040; 100% OWNER; START 08/2006; Hours involved 11-20 hours during business hours and 11-20 outside of business hours; MANAGER AND HOST OF A WEEKLY ONLINE RADIO SHOW, MARKETING TO REGISTERED REPRESENTATIVES AND INSURANCE AGENTS, CONFERENCE AND MEETING SPEAKER. 5) REAL WEALTH TAX & ACCOUNTING LLC; POSITION: Owner; NATURE: LLC; INVESTMENT RELATED: Hours involved 1-4 hours during business hours and 1-4 outside of business hours; START DATE: 07/01/2015; ADDRESS: 114 Main St, Kewaskum WI 53040; DESCRIPTION: 100% Owner, Manage staff of a tax practice. 6))Real Wealth Insurance/THE SILBERNAGEL GROUP INSURANCE, LLC; POSITION: OWNER; NATURE: NON INVESTMENT, NUMBER OF HOURS: 1-2 PER MONTH; START DATE: 07/01/1995; ADDRESS: 114 MAIN ST P O BOX 427, KEWASKUM WI 53040; DESCRIPTION: LIFE INSURANCE, DISABILITY, LTC, MEDICARE SUPPLEMENT, HEALTH INSURANCE, PART D, MANAGE BUSINESS AND STAFF. 7) ADVISOR BID; INVESTOR; NON INVESTMENT RELATED; 50 HRS PER YEAR; CONNECTING REGISTERED REPS AND IAR TO BUY AND SELL BUSINESSES AS WELL AS CONNECT REGISTERED REPS AND IARS TO BROKER DEALERS FOR TRANSITIONS. COMPENSATION IS SHARES RECEIVED IN THE ENTITY. 8) MAIN STREET PHILANTHROPY; Located in Carlsbad, CA, ADVISORY BOARD MEMBER; NON INVESTMENT RELATED; 20 HOURS PER YEAR; VOLUNTEER; NO CONTROL OF FUNDS; EDUCATE HIGH SCHOOL STUDENTS IN PHILANTHROPY. 9) Concorde Asset Management; Investment Related. Investment Advisory Representative. Started 03/2019. Hours involved 11-20 hours during business hours and 11-20 outside of business hours. 10) Real Wealth LTC Solutions LLC. Kewaskum, WI. Managing Member. Investment related. Start date 07/2019. Provide education and refer professional resources for advisors and their clients that are facing LTC. Train agents and provide BGA services and product contracts for LTC. 6-10 hours/month during trading hours. 11) Currence App, Investment related, 602 Main St, Unit A, Belmar NJ, 07719, User, this app makes clients aware of the opportunities this app can have and helping them budget for expenses as well as putting away for the future. responsibilites will be to help market this app not only with clients but with advisors. Start date 063/27/2023, 1-5 hours/month during non trading hours, 1-5 hours/month during trading hours.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2002-08-02 |
| S63 | Uniform Securities Agent State Law Examination | 1986-07-25 |
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