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Carson Stoltz

3 Years of Experience
BrokerSells Insurance
Areas of Practice
Investment Management
Compensation
Fee-Only (AUM)Fixed/Hourly
Firm Size
75 advisors
Number of Clients
3,253 clients
Average Client Portfolio
$151K average
Assets Under Management
$489.9M

Fee Structure

Minimum Investment:$20K
Financial Planning:Investment management only
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Location

3909 Research Park Drive, Suite 200, Ann Arbor, MI, 48108

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History

Regulatory History
Clean regulatory record

No disclosures, customer disputes, or regulatory actions on file.

Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.

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Other Business ActivitiesSells Insurance

Carson is a registered representative and operations manager for Clear Direction Investments and an investment advisor representative for Concorde Asset Management, both full-time roles. Carson also refers business for Legal Shield & ID Shield, sells life insurance through Stoltz Financial Partners LLC, acts as a tertiary successor trustee for a family member's trust, and works as a DoorDash driver, all requiring minimal time.

Employment History
Current Registrations
Concorde Asset Management, LLC
November 2022 - Present · 3 yrs 3 mos
Concorde Investment Services, LLCBroker
August 2022 - Present · 3 yrs 6 mos
Previous Registrations
Concorde Investment Services, LLCBroker
August 2021 - December 2021 · 4 mos
State Registrations9 states
AZIDILNCNYOHORRIWI
AdvisorBrokerBoth
Exams
No exam information available for this advisor.