Andrew Jerome Kraffert-gora
Investment adviser representative at Concorde Asset Management, LLC
15 yearsExperience
2 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
15 years in the industry.
- Concorde Asset Management, LLCNov 2025 to now
- Concorde Investment ServicesSep 2022 to now
- Concorde Asset ManagementMay 2023 to Jan 2025
- Bangerter Financial Services, Inc.Sep 2022 to Nov 2025
- Emerson Equity LLCJul 2022 to Sep 2022
- CompassMar 2021 to Aug 2022
- Full Time StudentNov 2011 to May 2021
Exams passed
- Series 66 · Uniform Combined State Law2022
State registrations
Registered as an investment adviser representative in 2 states (AZ, 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
- 7565144
- Firm CRD
- 140367