Joseph Wiegand, financial advisor Angola IN

Joseph Wiegand

CRD Number: 4435170
Current Firm: Concorde Asset Management, LLC

Joseph Wiegand (CRD# 4435170) is an Investment Advisor Representative working at Concorde Asset Management, LLC in Angola, IN and has over 18 years of experience in the finance industry.

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Company Name Location Dates Years
Concorde Asset Management Troy, MI Aug 2014 - Current 5
Concorde Investment Services Troy, MI Aug 2014 - Current 5
Lifetime Financial Solutions Angola, IN Mar 2009 - Current 11
Village Green Apartments Angola, IN Sep 1997 - Current 22
American Portfolios Financial Services, Inc. Holbrook, NY Apr 2011 - Aug 2014 3
David R. Kern Asset Management Huntertown, IN Feb 2014 - Feb 2014 < 1
Financial Network Investment Corporation El Segundo, CA Oct 2005 - Dec 2010 5
Exam Code Name Passed Date
S66 NASAA Uniform Combined State Law Examination Sep 2001
Contact Info for Joseph T. Wiegand
Phone Number: 248-824-6710
Registered State(s):
  • IN
  • MI
  • OH
By the Numbers
  • Total Assets Under Management
    323
    MILLIONS
  • Total Number of Accounts
    2,643
    ACCOUNTS
  • Average Account Value
    $122,069
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
  • Other
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses (other than small businesses) or institutional clients
  • Selection of other advisers (including private fund managers)
Types of Clients
Registered States

AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, MA, MD, ME, MI, MN, MO, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, RI, SC, SD, TN, TX, UT, VA, WA, WI

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BADGES
Clean Record
This advisor has a clean track record with regulators.

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