Matthew Kredit
Investment adviser representative at Concorde Asset Management, LLC
12 yearsExperience
1 stateRegistered in
$598.4MFirm assets
14 yearsFirm in business
Are you Matthew Kredit? Claim your profile
Contact this firm
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
12 years in the industry.
- Concorde Asset Management, LLCFeb 2024 to now
- Concorde Investment ServicesFeb 2024 to now
- LPL Financial LLCMar 2023 to Feb 2024
- Principal Life Insurance CompanyMar 2022 to Mar 2023
- Principal Securities IncMar 2022 to Mar 2023
- City of HanfordFeb 2020 to Mar 2022
- Tulare County HhsaAug 2014 to Feb 2020
Exams passed
- Series 66 · Uniform Combined State Law2022
State registrations
Registered as an investment adviser representative in 1 state (CA).
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
- 7528136
- Firm CRD
- 140367