Unclaimed Profile

Michael Edward Wolf

CONCORDE ASSET MANAGEMENT, LLC·LIVONIA, Michigan

SIE, Series 6, Series 7, Series 63, Series 66ChFCClean record15 years registeredCONCORDE ASSET MANAGEMENT, LLC

19500 VICTOR PARKWAY, LIVONIA, MI 48152CRD# 2230649Firm CRD# 140367

Profile Verification

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

Identity

Michael Edward Wolf · LIVONIA, MI

Registration

CRD #2230649 · CONCORDE ASSET MANAGEMENT, LLC · 15 years registered

Brand Profile

Not yet started

Career History

No current investment adviser registration

Last registered firm: CONCORDE ASSET MANAGEMENT, LLC

TCFG INVESTMENT ADVISORS, LLC

Jan 2021 – Aug 2022

Naperville, IL

CONCORDE ASSET MANAGEMENT, LLC

Jun 2011 – Jan 2016

LIVONIA, MI

WORLD EQUITY GROUP, INC.

Feb 2011 – May 2011

SCHAUMBURG, IL

Registrations & Exams

FINRA examinations passed

SIE

Series 6

Series 7

Series 63

Series 66

Registration record

First registered · February 23, 2011

Years registered · 15

Professional designation · ChFC

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 Michael Edward Wolf offer?

Michael Edward Wolf specializes in Financial Planning, Investment Management, Wealth Management.

What are Michael Edward Wolf's credentials?

Michael Edward Wolf holds the following professional designations: ChFC. These credentials require rigorous education, examination, and ongoing continuing education.

Where is Michael Edward Wolf located?

Michael Edward Wolf is based in LIVONIA, Michigan, last registered with CONCORDE ASSET MANAGEMENT, LLC.

How does Michael Edward Wolf charge for services?

Michael Edward Wolf'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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