Peter Jacob Amrein
Investment adviser representative at Concorde Asset Management, LLC
11 yearsExperience
5 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
11 years in the industry.
- Concorde Asset Management, LLCJan 2024 to now
- Concorde Investment ServicesJan 2024 to now
- The Benefits Group, LLCNov 2019 to now
- M Holdings Securities, Inc.Nov 2019 to Jan 2024
- MML Investors Services, LLCFeb 2018 to Nov 2019
- MassmutualSep 2017 to Nov 2019
- Northwestern Mutual Wealth Management CompanyApr 2017 to Sep 2017
- Northwestern Mutual Investment Services, LLCJul 2016 to Sep 2017
- Northwestern Mutual Life Insurance CompanyJul 2015 to Sep 2017
Exams passed
- Series 63 · Uniform Securities Agent State Law2017
- Series 65 · Uniform Investment Adviser Law2023
State registrations
Registered as an investment adviser representative in 5 states (FL, IL, TN, TX, WA).
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
- 6500740
- Firm CRD
- 140367