AdvisorCheck - Find and Connect with Top Financial Advisors on Your Terms
Advisor Search
Why Advisor Check

We're Here To Help

AdvisorCheck empowers you to find, evaluate, and monitor financial advisors with confidence and clarity.

Advisor Monitoring

Financial advisor's situations can change, sometimes without notice. AdvisorCheck's Monitoring tool helps you avoid surprises and stay on top of your financial health.

Firm Stability Insights

The stability of your financial advisor's firm has a significant impact in the security and quality of service you receive. Our tool provides historical data and key insights over time to help you make informed, confident decisions.

Pricing
For Advisors
ME

Michelle M. Ehlers

CONCORDE INVESTMENT SERVICES
Kewaskum, WI 53040
Some features on this profile are disabled
CRD#: 2532485
ME

Professional summary

Michelle Marie Ehlers, who also goes by Michelle Marie Moericke, Michelle Marie Reichard, Michelle Marie Stadler, is a registered financial professional currently at CONCORDE INVESTMENT SERVICES, LLC located in Kewaskum, Wisconsin.

Michelle is registered as a RR (Registered Representative) and started their career in finance in 1999. Michelle has worked at 3 firms and has passed the Series 66, SIE and Series 7 exams.

top-8-questions

Question & Answer

Are you a "fiduciary"?
No

Aliases

Michelle Marie Moericke | Michelle Marie Reichard | Michelle Marie Stadler

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.
The advisor shows no other business activity.

Blog Corner

CRS (Client Relationship Summary) - BD

Click below to view Michelle Marie Ehlers'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

April 1, 2019 - Present

CONCORDE INVESTMENT SERVICES, LLC

Office #1: 114 Main St P.o. Bx 427, Kewaskum, WI 53040Office #2: 3909 Research Park Drive Suite 200, Ann Arbor, MI 48108
BD
CRD#: 151604
Kewaskum, WI
Past

April 2, 2003 - April 5, 2019

WOODBURY FINANCIAL SERVICES, INC.

BD
CRD#: 421
KEWASKUM, WI
Past

May 19, 1999 - January 22, 2003

B. C. ZIEGLER AND COMPANY

BD
CRD#: 61
CHICAGO, IL

State Registrations and Notice Filings

Listed states reflect where the advisor is authorized to serve clients under state regulations.

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
Wisconsin
(4/1/2019)

Exams

State Security Law Exam
RR
IAR
Series 66
Date: 5/17/1999
Uniform Combined State Law Examination
General Industry/Product Exam
RR
SIE
Date: 10/1/2018
Securities Industry Essentials Examination
General Industry/Product Exam
RR
Series 7
Date: 4/20/1999
General Securities Representative Examination
SRO Registrations
RR
FINRA

Current Firm

CI
CONCORDE INVESTMENT SERVICES, LLC
CONCORDE INVESTMENT SERVICES, LLC

CRD#: 151604 / SEC#: , 8-68388

BD
Broker-Dealer Firm Regulated by FINRA (Chicago district office)
Upgrade to AdvisorCheck Premium
Get A Biweekly Pulse, AutomaticallyReceive biweekly alerts automatically. Stay informed and proactive.
Catch Firm-Level Red Flags SoonerCatch leadership changes and disclosures early, before issues escalate.
See Trends. Not Just SnapshotsMonitor firm stability metrics like AUM and advisor ratios over time.

Contact information

Main Address
3909 Research Park Drive Suite 200, Ann Arbor, MI 48108
Mailing Address
3909 Research Park Drive Suite 200, Ann Arbor, MI 48108
Phone number
(248) 428-8008
Established
Michigan since 07/10/2009
Firm type
Limited Liability Company
Fiscal year end
December
Firm Size
Small
# of Employees

FINRA licenses (53 States and Territories)

Blank US states mapAlaskaHawaiiAlabamaArkansasArizonaCaliforniaColoradoConnecticutDelawareFloridaGeorgiaIowaIdahoIllinoisIndianaKansasKentuckyLouisianaMassachusettsMarylandMaineMichiganMinnesotaMissouriMississippiMontanaNorth CarolinaNorth DakotaNebraskaNew HampshireNew JerseyNew MexicoNevadaNew YorkOhioOklahomaOregonPennsylvaniaRhode IslandSouth CarolinaSouth DakotaTennesseeTexasUtahVirginiaVermontWisconsinWest VirginiaWyoming

Documents

Customer Relationship Summary (CRS / FINRA)

Direct owners and executive officers

NamePositionCRD#
CONCORDE HOLDINGS INC.OWNER / MANAGING MEMBER
ARNOLD, AMY PERRYMANCHIEF DUE DILIGENCE OFFICER3037672
DELONGCHAMP, DANIELLE LEIGHPRESIDENT AND CHIEF EXECUTIVE OFFICER4901901
GAKENHEIMER, JOHN HERBERTREGISTERED OPTIONS PRINCIPAL, MUNICIPAL SECURITIES PRINCIPAL810171
HOFER, KATHLEEN ANNFINOP, CHIEF FINANCIAL OFFICER, PRINCIPAL FINANCIAL OFFICER, PRINCIPAL OPERATIONS OFFICER1087639
LOBERG, NICHOLASDIRECTOR OF BROKERAGE OPERATIONS6778518
MCMURRY, KEITHCHIEF OPERATIONS OFFICER5647966
STACEY, JENNIFER LEIGHCHIEF COMPLIANCE OFFICER2536581
WOOLSON, NICOLE RENEEDIRECTOR OF COMPLIANCE3143232

Disclosures

Regulatory Event4

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.

Company Information

CONCORDE INVESTMENT SERVICES, LLC

CRD#: 151604Kewaskum, WI 53040

TRUST BUT VERIFY

Monitor Michelle Ehlers

Get automatic monthly alerts on:
Job or Firm Moves
Licensing Changes
Client Complaints
New Red Flags
Contact Information Updates

Similar Advisors

Nicole Marie Amore
Nicole AmoreAdvisorCheck Check Mark
PARALLEL ADVISORS, LLC
IAR
WOOD DALE, IL
RN
Racquel NakataAdvisorCheck Check Mark
EQUITABLE ADVISORS, LLC
IAR
RR
Honolulu, HI
JB
Jonathan BruschiAdvisorCheck Check Mark
RBC CAPITAL MARKETS, LLC
IAR
RR
MORRISTOWN, NJ
footer-logo
How We Help
Advisor Search
Find Advisors by State
Blog
Glossary
For Advisors
About Us
Help Center
Terms Of UsePrivacy PolicySubscription Policy
Help Center
AdvisorCheck does not offer investment advice and should not replace discussions with professional accounting, tax, legal or financial advisors.© 2025 AdvisorCheck, an AIMR Analytics company. All rights reserved.