Unclaimed Profile

John Herbert Gakenheimer

CONCORDE ASSET MANAGEMENT, LLC·LIVONIA, Michigan

SIE, Series 4, Series 7, Series 24, Series 52TO, Series 53, Series 63, Series 65, Series 99TOCFPClean record16 years registeredCONCORDE ASSET MANAGEMENT, LLC

19500 VICTOR PARKWAY, LIVONIA, MI 48152CRD# 810171Firm CRD# 140367

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed

Identity

John Herbert Gakenheimer · LIVONIA, MI

Registration

CRD #810171 · CONCORDE ASSET MANAGEMENT, LLC · 16 years registered

Brand Profile

Not yet started

Career History

CONCORDE INVESTMENT SERVICES, LLC

Feb 2024 – present

CONCORDE ASSET MANAGEMENT, LLC

Jul 2011 – present

EQUITAS AMERICA, LLC

Nov 2009 – Jul 2010

FARMINGTON HILLS, MI

Registrations & Exams

FINRA examinations passed

SIE

Series 4

Series 7

Series 24

Series 52TO

Series 53

Series 63

Series 65

Series 99TO

Registration record

First registered · November 10, 2009

Years registered · 16

Professional designation · CFP

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD, as of 14 August 2026. Verify on FINRA BrokerCheck →

Firm Overview

Firm

CONCORDE ASSET MANAGEMENT, LLC

CRD 140367 · SEC 801-74519

AUM

$395M

Regulatory assets under management

Employees

2,510 client accounts

Services offered by CONCORDE ASSET MANAGEMENT, LLC

Per Form ADV

Financial planning

Portfolio management (individuals)

Selection of other advisers

Publication of periodicals/newsletters

Security ratings or pricing services

Client types served by the firm

Per Form ADV

Individuals

High Net Worth Individuals

View all advisors at CONCORDE ASSET MANAGEMENT, LLC →

Introduction

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Frequently Asked Questions

What services does John Herbert Gakenheimer offer?

John Herbert Gakenheimer specializes in Financial Planning, Investment Management, Wealth Management. Contact their office in LIVONIA, Michigan for a consultation.

What are John Herbert Gakenheimer's credentials?

John Herbert Gakenheimer holds the following professional designations: CFP. These credentials require rigorous education, examination, and ongoing continuing education.

Where is John Herbert Gakenheimer located?

John Herbert Gakenheimer is based in LIVONIA, Michigan, working with CONCORDE ASSET MANAGEMENT, LLC. Their office serves clients in the LIVONIA metropolitan area and surrounding communities.

How does John Herbert Gakenheimer charge for services?

John Herbert Gakenheimer's firm is compensated through percentage of aum, hourly charges, subscription fees, other: promoter fees from other advisors. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.

How large is CONCORDE ASSET MANAGEMENT, LLC?

CONCORDE ASSET MANAGEMENT, LLC has approximately 82 employees and manages $395M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.

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