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Nathan Alexander Kosanke

Investment adviser representative at Concorde Asset Management, LLC
12 yearsExperience
1 stateRegistered 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

12 years in the industry.

  1. Concorde Asset Management, LLCAug 2025 to now
  2. Concorde Financial GroupAug 2023 to now
  3. Concorde Investment ServicesAug 2023 to now
  4. Orchid OrthopedicsApr 2022 to Jul 2023
  5. Plastic OmniumMay 2021 to Aug 2021
  6. Central Michigan UniversitySep 2019 to May 2023
  7. Parkway Chrysler Dodge Jeep RamJun 2019 to Aug 2019
  8. Eppler Middle School / Utica High SchoolMar 2014 to May 2019

Exams passed

  • Series 66 · Uniform Combined State Law2025

State registrations

Registered as an investment adviser representative in 1 state (MI).

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
7794839
Firm CRD
140367
Advisor's SEC record (opens in a new tab)
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