David Jon Zupek
Investment adviser representative at Concorde Asset Management, LLC
35 yearsExperience
4 statesRegistered in
$598.4MFirm assets
14 yearsFirm in business
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How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assetsHourlyFixed or flat feeOther
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
- Pension consulting
Experience
35 years in the industry.
- Concorde Asset Management, LLCOct 2012 to now
- Concorde Investment Services, LLCOct 2012 to now
- Foremost Financial Planning, Inc.Oct 1991 to now
- Tada Wealth Advisors, Inc. (formerly Zupek & Associates, Inc.)Oct 1991 to now
Exams passed
- Series 63 · Uniform Securities Agent State Law1992
- Series 65 · Uniform Investment Adviser Law1994
State registrations
Registered as an investment adviser representative in 4 states (AZ, FL, IA, WI).
Concorde Asset Management, LLC
$598.4MAssets managed
3,705Clients
79Advisers
14 yearsIn business
Official records
SEC data as of Sep 29, 2026. Registrations and firm details can change; confirm current status on the SEC's Investment Adviser Public Disclosure (opens in a new tab) site.
- Individual CRD
- 2250376
- Firm CRD
- 140367