Matt Branstetter

CONCORDE ASSET MANAGEMENT

NOBLE, OK 73068

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CRD#: 2169050

Professional summary

Matt Branstetter is a registered financial advisor currently at CONCORDE ASSET MANAGEMENT, LLC located in Noble, Oklahoma and CONCORDE INVESTMENT SERVICES, LLC located in Noble, Oklahoma.

Matt is registered as an IAR (Investment Advisor Representative) and RR (Registered Representative) and started their career in finance in 1991. Matt has worked at 9 firms and has passed the Series 65, Series 63, SIE, Series 7, Series 22, Series 6, Series 24 and Series 26 exams.

Question & Answer

Are you a "fiduciary"?

Yes

Aliases

None

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- MOCELLA HOMEOWNERS ASSOCIATION, PO Box 674, NOBLE, OK., 73068. VICE PRESIDENT ADMINISTER HOMEOWNER DUES, 0 INCOME, 1-5 HOURS/MONTH DURING BUSINESS HOURS. 1-5 HRS/MO OUTSIDE BUSINESS HOURS. 2- PRIVATE TRACTOR WORK, PO BOX 250, NOBLE OK., 73068. OWNER/OPERATOR, MAINTAIN HOMEOWNER ASSOCIATION ROADS, 1-5 HOURS/MONTH DURING BUSINESS HOURS, 1-5 HRS/MO OUTSIDE BUSINESS HOURS. 3- INVESTMENT ADVISOR REPRESENTATIVE CONCORDE ASSET MANAGEMENT, 111 S. Main Street, Noble, OK. START DATE 11/2013. SALES AND SERVICE. 1-5 hr/mo outside business hours, 1-5 hrs/mo during business hours. 4. Concorde Insurance Agency; 111 S. Main Street, NOBLE, OK. Insurance Agent; provide insurance services to clients when appropriate. No client conflict. 5. BraVest Wealth Management. Investment related. Noble, OK. Start date 08/2021. Owner, Registered Rep, Investment Advisor Rep. DBA for securities related activities. Full time during trading hours. 6. Toastmasters. Non-Investment Related. Start Date 04/11/2016. Communication and leadership development. Member, attends weekly meetings. 11-20 hours/month outside of trading hours, 1-5 hours/month during trading hours.

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Matt Branstetter's CRS (Customer Relationship Summary).

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®

None

Experience

Current

November 27, 2013 - Present

CONCORDE ASSET MANAGEMENT, LLC

Office #1: 111 S. Main Street, Noble, OK 73068

RIA

CRD#: 140367

NOBLE, OK

Current

November 15, 2010 - Present

CONCORDE INVESTMENT SERVICES, LLC

Office #1: 111 S. Main Street, Noble, OK 73068

CRD#: 151604

Noble, OK

Past

March 21, 2007 - November 29, 2010

J. W. COLE ADVISORS, INC.

RIA

CRD#: 112294

TAMPA, FL

Past

March 15, 2007 - November 29, 2010

J.W. COLE FINANCIAL, INC.

CRD#: 124583

NOBLE, OK

Past

July 13, 2005 - December 31, 2017

BRAEVEST

RIA

CRD#: 134982

NOBLE, OK

Past

February 3, 2005 - March 26, 2007

QUESTAR ASSET MANAGEMENT, INC.

RIA

CRD#: 133358

NOBLE, OK

Past

March 7, 2001 - December 31, 2005

QUESTAR CAPITAL CORPORATION

RIA

CRD#: 43100

NOBLE, OK

Past

October 27, 2000 - March 22, 2007

QUESTAR CAPITAL CORPORATION

CRD#: 43100

NOBLE, OK

Past

February 25, 1992 - November 2, 2000

FFP SECURITIES, INC.

CRD#: 16337

CHESTERFIELD, MO

Past

August 17, 1991 - January 22, 1992

FORESTERS FINANCIAL SERVICES, INC.

CRD#: 305

EDISON, NJ

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".

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)

Why is a state registration marked "Terminated"? When a firm registers with the SEC (usually after managing $100M+ AUM), it often withdraws separate state firm registrations unless required by that state. The firm can still serve clients there through its individually registered Investment Advisor Representatives (IARs).

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.

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

IAR

Arizona
(9/24/2025)

Arkansas
(1/10/2011)

IAR

Arkansas
(11/9/2018)

California
(6/10/2024)

Colorado
(6/13/2025)

IAR

Colorado
(6/16/2025)

Florida
(3/24/2025)

Georgia
(1/4/2017)

IAR

Georgia
(6/1/2017)

Kansas
(8/17/2023)

IAR

Kansas
(8/17/2023)

Missouri
(1/27/2011)

Montana
(10/23/2025)

IAR

Montana
(10/29/2025)

New Mexico
(3/27/2019)

Oklahoma
(11/15/2010)

IAR

Oklahoma
(11/27/2013)

Texas
(1/10/2011)

IAR

Texas
(7/9/2018)

Wisconsin
(9/24/2025)

IAR

Wisconsin
(9/25/2025)

Don't see your state listed? The advisor may still be able to work with you under the federal De Minimis Rule, which allows up to five investment advisory clients in a state without registration. Some states, like TX, LA, NE, and NH, may still require registration or notice filing. Contact the advisor or their firm to confirm their investment advisory availability in your state. Note: This rule does not apply to broker-dealer activity.

Exams

State Security Law Exam

IAR

Series 65

Date: 7/1/1992

Uniform Investment Adviser Law Examination

State Security Law Exam

Series 63

Date: 8/15/1991

Uniform Securities Agent State Law Examination

General Industry/Product Exam

SIE

Date: 10/1/2018

Securities Industry Essentials Examination

General Industry/Product Exam

Series 7

Date: 12/15/1999

General Securities Representative Examination

General Industry/Product Exam

Series 22

Date: 3/25/1997

Direct Participation Programs Representative Examination

General Industry/Product Exam

Series 6

Date: 8/14/1991

Investment Company Products/Variable Contracts Representative Examination

Principal/Supervisory Exam

Series 24

Date: 10/12/2000

General Securities Principal Examination

Principal/Supervisory Exam

Series 26

Date: 1/20/1998

Investment Company Products/Variable Contracts Principal Examination

SRO Registrations

FINRA

Current Firm

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)

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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

SEC notice filing (48 States and Territories)

Documents

Customer Relationship Summary (CRS / SEC)

Latest Form ADV

Part 2 Brochures

ADV WRAP FEE BROCHURE (3/31/2025)

ADV PART 2 BROCHURE (3/31/2025)

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.

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Advisor Monitoring

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Matt Branstetter

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Matt Branstetter's CRS (Customer Relationship Summary).

Certified licenses

Experience

CONCORDE INVESTMENT SERVICES, LLC

J. W. COLE ADVISORS, INC.

J.W. COLE FINANCIAL, INC.

BRAEVEST

QUESTAR ASSET MANAGEMENT, INC.

QUESTAR CAPITAL CORPORATION

QUESTAR CAPITAL CORPORATION

FFP SECURITIES, INC.

FORESTERS FINANCIAL SERVICES, INC.

Primary Firm SEC Registration

CONCORDE ASSET MANAGEMENT, LLC

State Registrations and Notice Filings

Exams

Series 65

Date: 7/1/1992

Series 63

Date: 8/15/1991

SIE

Date: 10/1/2018

Series 7

Date: 12/15/1999

Series 22

Date: 3/25/1997

Series 6

Date: 8/14/1991

Series 24

Date: 10/12/2000

Series 26

Date: 1/20/1998

FINRA

Current Firm

CONCORDE ASSET MANAGEMENT, LLC

Contact information

SEC notice filing (48 States and Territories)

Documents

Part 2 Brochures

Regulatory assets under management

Red Flags

Company Information

CONCORDE ASSET MANAGEMENT, LLC

TRUST BUT VERIFY

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