Randall Brian Stoltz
Investment adviser representative at Concorde Asset Management, LLC
23 yearsExperience
22 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
23 years in the industry.
- Concorde Asset Management, LLCFeb 2018 to now
- Concorde Investment Services, LLCFeb 2018 to now
- Stoltz Financial Partners LLCOct 2003 to now
- WoodburyOct 2003 to Feb 2018
Exams passed
- Series 63 · Uniform Securities Agent State Law1998
- Series 65 · Uniform Investment Adviser Law2006
State registrations
Registered as an investment adviser representative in 22 states (AR, AZ, CA, CO, FL, GA, IA, ID, IL, MI, MN, MO, NJ, NM, NY, OH, OK, OR, PA, RI, UT, 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
- 3090535
- Firm CRD
- 140367