RE
Robin L. Edgar
CONCORDE ASSET MANAGEMENT
St Louis Park, MN 55416
Some features on this profile are disabled
CRD#: 2017918
RE
Professional summary
Robin Larae Edgar, who also goes by Robin Larae Giese, Robin Larae Nutting, is a registered financial advisor currently at CONCORDE ASSET MANAGEMENT, LLC located in St Louis Park, Minnesota and CONCORDE INVESTMENT SERVICES, LLC located in St Louis, Minnesota.
Robin is registered as an IAR (Investment Advisor Representative) and RR (Registered Representative) and started their career in finance in 1990. Robin has worked at 7 firms and has passed the Series 65, Series 63, SIE, Series 7 and Series 24 exams.
Question & Answer
Are you a "fiduciary"?
Yes
Aliases
Robin Larae Giese | Robin Larae Nutting
Other business activities
Outside business activity is any business or activity undertaken by an advisor that is outside the scope of their relationship with their firm (e.g., consulting services, real estate, freelance work, teaching, etc.). Investors should stay informed about these activities to ensure no conflicts of interest.
1) Wealth Progression Group, Investment Related. St. Louis Park, MN. Insurance, Sales of Insurance Products, Agent, LTC/Health/Life Annuity Sales. Insurance & General Investor Education sessions. Start date 01/2020. 1-5 hrs/mo. during business hours, 1-5 hrs/mo. outside business hours. 2) Isagenix Distributor, Non-Investment Related. Lehi, UT 84043. Independent Distributor, distributor of Isagenix Health & Wellness Products, 1-5 hrs/mo outside business hours. 3) Concorde Asset Management, Investment Related. St. Louis Park, MN. Investment Adviser Representative, Start Date 08/2020, asset management. Over 40 hours/mo during business hours, 6-10 hrs/month during non business hours. 4 )Concorde Insurance Agency, Investment Related. St. Louis Park, MN. Insurance Agent; provide insurance services to clients when appropriate. 21-40 hrs/mo during business hours, 6-10 hrs/mo outside business hours. 5) Keystone Group International, St. Louis Park, MN. Investment Related. Business Development, consulting group and umbrella for other entities including offering Legal Shield and ID Shield to clients. 1-5 hour/month outside business hours, 1-5 hours/month during business hours. 6) Wealth Progression Group LLC. Investment Related. San Diego, CA 92128, Single member LLC. Owner/Single Member LLC for payroll. 1-5 hours/month during non trading hours, 1-5 hours/month during trading hours. Start Date 01/01/2023. 7) DST 1031 Connect, Investment Related, Start date: 10/05/2022. Marketing for DST/1031's, partnering to bring new realtors into the financial services industry, helping with the process and paperwork, Marketing Firm, 1-6 non trading hours/month, 6-10 hours/month during trading hours. 8) Xango, Non investment related, 2889 Ashton Blvd Lehi UT, Network marketing company for health products, Distributor, introduce and educate people about the Xango/Isagenix products. Start date 02/01/2005. 1-5 hrs/mo during non business hours, 1-5 hours/month during business hours. 9) EABC - University of Minnesota Committee, Non investment related, Minnesota, Nonprofit board governance role for the EABC committee with the University of MN. Board helps MIS students get the support they need to be successful. 1-5 hrs/mo. during business hours, 1-5 hrs/mo. outside business hours. 10) RLE Enterprises, Non Investment related, St Louis Park, MN 55426, public speaking, podcasts, videos all public events, recruiting/consulting, book writing/empowering women to write books, referral to Cornerstone, companies looking to create a succession plan, prepare companies for sale. 100% Owner, Start date 02/27/2021,11-20 hrs/mo during non business hours, 21-40 hrs/mo during business hours. 11) Ready.Set.Exit!, Investment-related. Excelsior, MN 55331. Owner & Chief Exit Officer, consulting and coaching business owners about exit planning process. Start Date: 04/24/2025. 6-10 hours/month during business hours, 11-20 hours/month during non-business hours. 12) Wealth Progression Group, Investment Related, St Louis Pk, MN 55429, DBA for Robin Edgar Financial Planning Bus. Create Strategy Sessions for general public, w/genral education & information. 6-10 hrs/mo during non trading hours, 40 hrs/mo during trading hours. Start date 05/11/20. 13) Boardsi. Non-investment related, Excelsior, MN. Firm that finds paid board positions that suit representative's skill set. Start date: 5/2024. 1-5 hrs/mo. during business hours, 1-5 hrs/mo. outside business hours. 14) Green Wave Power Systems. Non-investment related. Possible consultant position. Start date 09/05/2024. Haddam, Ct. 1-5 hrs/mo. during business hours, 1-5 hrs/mo. outside business hours.
CRS (Client Relationship Summary) - RIA
Click below to view Robin Larae Edgar's CRS (Customer Relationship Summary).
Certified licenses
Advisors may have various certifications and credentials from different organizations. AdvisorCheck highlights these seven certifications - AIF®, CFP®, ChFC®, CFA, CLU®, CIMA®, CPWA®
NoneExperience
Current
December 2, 2013 - Present
CONCORDE ASSET MANAGEMENT, LLC
Office #1: 5775 Wayzata Blvd Suite 360, St Louis Park, MN 55416RIA
CRD#: 140367
St Louis Park, MN
Current
December 2, 2013 - Present
CONCORDE INVESTMENT SERVICES, LLC
Office #1: 5775 Wayzata Blvd Suite 700, St Louis, MN 55416BD
CRD#: 151604
St Louis, MN
Past
November 30, 2012 - December 3, 2013
SECURITIES AMERICA ADVISORS, INC.
RIA
CRD#: 110518
MASON CITY, IA
Past
November 30, 2012 - December 3, 2013
SECURITIES AMERICA, INC.
BD
CRD#: 10205
MASON CITY, IA
Past
August 16, 2011 - December 19, 2012
EAGLE ONE INVESTMENTS, LLC
RIA
CRD#: 45254
MASON CITY, IA
Past
April 16, 2007 - December 19, 2012
EAGLE ONE INVESTMENTS, LLC
BD
CRD#: 45254
MASON CITY, IA
Past
March 1, 1996 - April 17, 2007
MOMENTUM INDEPENDENT NETWORK INC.
BD
CRD#: 17587
MASON CITY, IA
Past
May 22, 1990 - March 5, 1996
KINGLAND CAPITAL CORPORATION
BD
CRD#: 16341
Primary Firm SEC Registration
This SEC-registered firm can serve clients nationwide. Some states may require the firm to submit a notice filing if the firm has more than 5 clients or a physical office there. You can view these state-level filings under the section titled "State Registrations and Notice Filings".
CA
CONCORDE ASSET MANAGEMENT, LLC
CONCORDE ASSET MANAGEMENT LLC | CONCORDE ASSET MANAGEMENT, LLC
CRD#: 140367 / SEC#: 801-74519
RIA
Registered Investment Advisory firm - (4/19/2012 Approved)California
Registered Investment Advisory firm - (11/28/2012 Terminated)Colorado
Registered Investment Advisory firm - (11/29/2012 Terminated)Illinois
Registered Investment Advisory firm - (4/19/2012 Terminated)Indiana
Registered Investment Advisory firm - (11/5/2012 Terminated)Kansas
Registered Investment Advisory firm - (11/5/2012 Terminated)Michigan
Registered Investment Advisory firm - (11/27/2012 Terminated)Missouri
Registered Investment Advisory firm - (11/5/2012 Terminated)Ohio
Registered Investment Advisory firm - (11/7/2012 Terminated)Pennsylvania
Registered Investment Advisory firm - (11/7/2012 Terminated)Texas
Registered Investment Advisory firm - (11/5/2012 Terminated)State Registrations and Notice Filings
Listed states reflect where the advisor is authorized to serve clients under state regulations.
IAR
means the advisor is registered as an Investment Advisor Representative in this state and is authorized to provide investment advice to clients there.RR
indicates the advisor is registered as a Registered Representative in this state, allowing them to offer securities such as stocks, bonds, and mutual funds through a broker-dealer.Visual representation of state registrations
RR
Arizona(1/3/2014)
IAR
Arizona(8/7/2018)
RR
Arkansas(1/24/2024)
RR
California(8/14/2023)
RR
Colorado(12/2/2013)
RR
Florida(4/18/2022)
IAR
Florida(3/26/2025)
RR
Georgia(4/17/2023)
RR
Indiana(6/5/2015)
RR
Iowa(12/2/2013)
IAR
Iowa(12/2/2013)
RR
Kansas(1/3/2014)
IAR
Massachusetts(3/27/2024)
RR
Minnesota(12/2/2013)
IAR
Minnesota(10/27/2014)
RR
Nebraska(11/11/2022)
RR
Nevada(8/21/2023)
RR
New York(2/14/2017)
IAR
North Carolina(6/25/2025)
RR
North Carolina(8/28/2025)
RR
Oklahoma(1/2/2024)
RR
South Carolina(11/24/2015)
IAR
South Carolina(4/5/2017)
RR
South Dakota(7/5/2018)
RR
Texas(11/10/2021)
IAR
Wisconsin(8/7/2018)
RR
Wisconsin(7/29/2019)
Exams
State Security Law Exam
State Security Law Exam
General Industry/Product Exam
General Industry/Product Exam
Principal/Supervisory Exam
SRO Registrations
RR
FINRA
Current Firm
CA
CONCORDE ASSET MANAGEMENT, LLC
CONCORDE ASSET MANAGEMENT LLC | CONCORDE ASSET MANAGEMENT, LLC
CRD#: 140367 / SEC#: 801-74519
RIA
Registered Investment Advisory firm - (4/19/2012 Approved)California
Registered Investment Advisory firm - (11/28/2012 Terminated)Colorado
Registered Investment Advisory firm - (11/29/2012 Terminated)Illinois
Registered Investment Advisory firm - (4/19/2012 Terminated)Indiana
Registered Investment Advisory firm - (11/5/2012 Terminated)Kansas
Registered Investment Advisory firm - (11/5/2012 Terminated)Michigan
Registered Investment Advisory firm - (11/27/2012 Terminated)Missouri
Registered Investment Advisory firm - (11/5/2012 Terminated)Ohio
Registered Investment Advisory firm - (11/7/2012 Terminated)Pennsylvania
Registered Investment Advisory firm - (11/7/2012 Terminated)Texas
Registered Investment Advisory firm - (11/5/2012 Terminated)Upgrade to AdvisorCheck Premium
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Contact information
Main Address
3909 Research Park Drive Suite 200, Ann Arbor, MI 48108
Mailing Address
Phone number
(248) 824-6710
Established
Firm type
Fiscal year end
# of Employees
79
SEC notice filing (48 States and Territories)
Regulatory assets under management
| Total Number of Accounts | 3,207 |
| AUM (Assets Under Management) | $ 489,858,232 |
Red Flags
Disclosures can be potential red flags, including customer disputes, regulatory fines, employer terminations, bankruptcies, judgments, liens, or certain criminal activities.
Check for any disclosures as part of your thorough research when choosing an advisor.
