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1380 Lead Hill Blvd Suite 180, Roseville, CA 95661 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| MD | RA | APPROVED | 2025-06-25 |
| GA | RA | APPROVED | 2024-04-26 |
| FL | RA | APPROVED | 2022-11-16 |
| NV | RA | APPROVED | 2022-08-30 |
| TX | RA | APPROVED_RES | 2021-12-06 |
| UT | RA | APPROVED | 2021-10-13 |
| CA | RA | APPROVED | 2014-10-20 |
Branch Locations
1380 Lead Hill Blvd Suite 180, Roseville, CA 95661 • United States
2 disclosure categories 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 |
|---|---|---|---|---|
| Bangerter Financial Services, Inc. | Roseville | CA | 10/2014 | Present |
| High Tech Lending | Citrus Heights | CA | 10/2012 | 12/2017 |
| Coordinated Concepts, Llc | Citrus Heights | CA | 03/1984 | Present |
| Berthel Fisher & Company Financial Services, Inc | Citrus Heights | CA | 03/2015 | 02/2019 |
| Rare Coins Of New Hampshire | Citrus Heights | CA | 11/2016 | Present |
| Concorde Investment Service, Llc | Ann Arbor | MI | 02/2019 | Present |
| Mid Valley Funding | Fair Oaks | CA | 07/2022 | Present |
| Concorde Asset Management, Llc | Ann Arbor | MI | 05/2023 | 09/2025 |
| Aacadia Payments, Llc | Austin | TX | 09/2020 | Present |
| Coordinated Energy Concepts, Llc | Roseville | CA | 10/2021 | Present |
| Coordinated Concepts Insurance Services, Llc | Roseville | CA | 02/1984 | Present |
| Concorde Insurance Agency Inc. | Ann Arbor | MI | 03/2019 | Present |
| Jeffrey Bangerter Internet Marketing . | Roseville | CA | 01/2015 | Present |
| Mid Valley Mortgage | Fair Oaks | CA | 10/2023 | Present |
| Bangerter Financial Strategies, Llc | Roseville | CA | 01/2024 | Present |
| Mid Valley Real Estate | Fair Oaks | CA | 10/2023 | Present |
1.Bangerter Financial Services, Inc., Registered Investment Advisory Firm and DBA for securities related activities, Investment related, 1380 Lead Hill, Suite 180, Roseville CA, Owner/Investment Advisor/CCO, advise clients on investments. Start date 02/01/2012, 21-40 hours/month during non trading hours, 11-20 hours/month during trading hours. 2.Mid Valley Real Estate; Investment related, Fair Oaks, CA; Real Estate Agent; 05/2017; 1-5 hr/ Mo during trading hours. 3.Coordinated Concepts; Investment related, Roseville, CA; Tax Preparation- Enrolled Agent; 02/201203/1984; 5-5-Proved Tax Preparation As An enrolled Agent; 1-5 Hrs OBH; 1-5 DBH. 4.Aacadia Payments, LLC.; Non Investment related; 09/2020; Austin, TX; Silent Partner; Review ideas and marketing plans and make recommendations for growth; 1-5 hours a month during trading hours. 5.Coordinated Energy Concepts, LLC; Non Investment related, 10/2021; Roseville, CA; Managing Member and Owner; Provide financing to solar energy programs; 1-5 hours a month during trading hours. 6.Coordinated Concepts Insurance Services, LLC. Investment related. Start date 02/1984. Roseville, CA. Owner/Managing Member. Fixed insurance products marketing. 6-10 hours/month during trading hours. 7.Concorde Insurance Agency Inc. Investment related. Ann Arbor, MI, Insurance Sales and insurance related activity, Agent, sell insurance products. Start date: 03/01/2019, 6-10 hours/month during non trading hours, 1-5 hours/month during trading hours. 8. Jeffrey Bangerter Internet Marketing. Non-investment related. Start date 01/2015. Roseville, CA. Owner. Market affiliate products and books on the internet. 1-5 hours/month during trading hours. 9. Rare Coins of New Hampshire. Investment related. Start date 11/2016. Milford, NH. Sale of rare coins and precious metals. 1-5 hours/month during trading hours. 10.Mid Valley Mortgage, Non investment related, Fair Oaks CA, mortgage loans of both traditional and reverse mortgages, loan originator, take loan applications. Start date 10-18-2023, 1-5 hours/month during non trading hours, 1-5 hours during trading hours. 11.Bangerter Financial Strategies, LLC. Investment related, 1380 Lead Hill Blvd Suite 180, Roseville CA 95661, DBA for securities related business and Tax Planning, Managing Member/Owner. 11-20 hrs/month during non trading hours, 40 hrs month during trading hours. Start date 01/11/2024. 12. Knowledge For Profit, LLC. Investment-related. Roseville, CA. Recruit & train financial advisors, founder. Start date: 4/30/2026. 21-40 hours/month during non-business hours, 11-20 hours/month during business hours.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2002-01-02 |
| S63 | Uniform Securities Agent State Law Examination | 1994-06-03 |
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