Mark G. Kosanke

CONCORDE ASSET MANAGEMENT

Shelby Township, MI 48316

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CRD#: 2317906

Professional summary

Mark Gerard Kosanke is a registered financial advisor currently at CONCORDE ASSET MANAGEMENT, LLC located in Shelby Township, Michigan and CONCORDE INVESTMENT SERVICES, LLC located in Shelby Township, Michigan.

Mark is registered as an IAR (Investment Advisor Representative) and RR (Registered Representative) and started their career in finance in 1994. Mark has worked at 6 firms and has passed the Series 65, Series 63, SIE, Series 7 and Series 24 exams.

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.CONCORDE FINANCIAL GROUP, Investment Related, Shelby Twp, MI. 100% OWNER. DBA for securities related activities. Registered Principal. Duties include financial planning. I own this business. Full time during trading hours. Start date 10/02/2023 2.CONCORDE PROPERTIES, LLC Investment Related, Shelby Twp, MI. Property Management. Property Manager duties include real estate consulting & sales. I own this business. 1-5 hours/month during business hours, 1-5 hours/month outside business hours. Start date 10/02/2023 3.CONCORDE ACCOUNTING & TAX GROUP Investment Related, Shelby Twp, MI. I own this business. This is a tax preparation business. Duties include: tax preparation, accounting services and advising. 1-5 hours/month during business hours, 11-20 hours/month outside business hours. 4.Concorde Asset Management, Investment Related, Shelby Twp, MI. Registered Investment Advisor. Duties include asset management and advising. 11-20 hours/mo outside business hours. 11-20 hours/month during business hours. I own shares in the Holding company which owns this. 6.Concorde Management Group, Investment Related, Shelby Twp, MI. Owner/Investment Advisor. Start date: April 2014, Full time during trading hours. 7.ADISA. TRADE ASSOCIATION. TREASURER, BOARD MEMBER. INDIANAPOLIS, IN. NON-INVESTMENT RELATED. 1-5 HOURS/MONTH DURING BUSINESS HOURS. 8.NETGAME OUTFITTERS. START DATE OCTOBER 2014. NON INVESTMENT RELATED. CASS CITY, MI. OWNER/GUIDE. PROVIDE FISHING CHARTERS. 1-5 HRS/MONTH DURING BUSINESS HOURS. 9.Concorde Insurance Agency, Shelby Twp, MI. Insurance Agent; provide insurance services to clients when appropriate. No client conflict. 1-5 hrs/mo during bus hours, 1-5 hr/mo outside bus hours. 10.Utica High School Clay Target Club, 47250 Shelby Rd, Utica, MI. Not investment related. Club Coach. Duties include scheduling, training, coordinating and reporting scores to league. 11-20 hours/mo outside business hours. 1-5 hours/month during business hours. 11.Concorde Tax Group, Investment related, 51847 Van Dyke, Shelby Township, Mi 48316. Tax preparation, CPA and 100% owner, 1-5 hours/month during non trading hours, 11-20 hours/month during trading hours. Start date 10/02/2023. 12. Pineview Homeowners Association, Non-investment related. Non-board member assistant, temporarily appointed to assist the Board with financial issues related to the association. I have no title and was not elected to the Board. Start date: June 2020. Shelby Twp., MI. 1-5 hours/month during trading hours. 13. 2521 Talents, Inc., Non-investment related. Start date 03/2022. President. Oversee business development efforts. Shelby Twp., MI. 1-5 hours/month during trading hours. 14. Kosanke Family Foundation, Non-investment related, 53357 Pondview Dr, Shelby Twp MI 48315. Start date 04/17/2023. Director oversee foundation assets and grants. 1-6 hours/month during non business hours. 1-5 hours/month during business hours. 15. Friends of the Utica High Clay Target Club Inc. Non investment related, 51847 Van Dyke Ave, Sehlby Twp, Mi 48316, 501(C3), tax exempt organization, oversee fund raising activities, Start date 10/02/2023.

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Mark Gerard Kosanke'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

May 28, 2010 - Present

CONCORDE ASSET MANAGEMENT, LLC

Office #1: 51847 Van Dyke Road, Shelby Township, MI 48316

RIA

CRD#: 140367

Shelby Township, MI

Current

August 13, 2010 - Present

CONCORDE INVESTMENT SERVICES, LLC

Office #1: 51847 Van Dyke Road, Shelby Township, MI 48316

CRD#: 151604

Shelby Township, MI

Past

July 5, 2006 - August 12, 2010

PROFESSIONAL ASSET MANAGEMENT, INC.

CRD#: 21125

TROY, MI

Past

January 19, 2000 - July 10, 2006

QUESTAR CAPITAL CORPORATION

CRD#: 43100

TROY, MI

Past

July 7, 1994 - January 19, 2000

PRIM SECURITIES, INCORPORATED

CRD#: 30504

INDEPENDENCE, OH

Past

March 10, 1994 - July 20, 1994

MARINER FINANCIAL SERVICES, INC.

CRD#: 8292

LARGO, FL

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

Alabama
(9/10/2024)

Arizona
(4/4/2011)

IAR

Arizona
(1/31/2019)

California
(11/2/2010)

IAR

California
(1/13/2012)

Colorado
(5/13/2011)

IAR

Colorado
(5/24/2017)

Connecticut
(3/22/2019)

Delaware
(1/5/2026)

District of Columbia
(1/5/2026)

Florida
(10/22/2010)

IAR

Florida
(1/27/2017)

Georgia
(2/22/2011)

IAR

Georgia
(5/23/2019)

Idaho
(1/7/2011)

Illinois
(1/19/2011)

IAR

Illinois
(12/12/2019)

Indiana
(1/7/2011)

IAR

Kansas
(1/22/2025)

Kentucky
(5/19/2015)

IAR

Kentucky
(2/5/2019)

Maine
(4/11/2019)

Maryland
(11/3/2010)

Massachusetts
(1/24/2011)

IAR

Michigan
(5/28/2010)

Michigan
(9/15/2010)

Missouri
(3/24/2011)

Nebraska
(2/23/2021)

IAR

Nebraska
(3/4/2022)

Nevada
(10/28/2010)

New Jersey
(1/5/2011)

New Mexico
(8/31/2011)

New York
(11/1/2010)

North Carolina
(4/19/2011)

Ohio
(1/6/2011)

IAR

Ohio
(3/7/2019)

Oklahoma
(10/26/2021)

Oregon
(1/5/2011)

Pennsylvania
(11/2/2010)

IAR

Pennsylvania
(2/7/2024)

South Carolina
(8/18/2011)

IAR

South Carolina
(2/4/2019)

Tennessee
(10/18/2023)

Texas
(11/18/2010)

IAR

Texas
(10/30/2019)

Utah
(1/12/2011)

Virginia
(4/8/2011)

IAR

Virginia
(8/21/2018)

Washington
(1/6/2011)

Wisconsin
(2/1/2011)

Wyoming
(5/10/2019)

IAR

Wyoming
(10/25/2023)

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: 4/26/2010

Uniform Investment Adviser Law Examination

State Security Law Exam

Series 63

Date: 2/28/1994

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: 2/3/1994

General Securities Representative Examination

Principal/Supervisory Exam

Series 24

Date: 6/17/1994

General Securities 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

Firm Stability Insights

Mark G. Kosanke

Professional summary

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Mark Gerard Kosanke's CRS (Customer Relationship Summary).

Certified licenses

Experience

CONCORDE INVESTMENT SERVICES, LLC

PROFESSIONAL ASSET MANAGEMENT, INC.

QUESTAR CAPITAL CORPORATION

PRIM SECURITIES, INCORPORATED

MARINER FINANCIAL SERVICES, INC.

Primary Firm SEC Registration

CONCORDE ASSET MANAGEMENT, LLC

State Registrations and Notice Filings

Exams

Series 65

Date: 4/26/2010

Series 63

Date: 2/28/1994

SIE

Date: 10/1/2018

Series 7

Date: 2/3/1994

Series 24

Date: 6/17/1994

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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