Logan P. Wild

CONCORDE ASSET MANAGEMENT

Kewaskum, WI 53040

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CRD#: 6666866

Professional summary

Logan Patrick Wild, who also goes by Logan Wild, is a registered financial advisor currently at CONCORDE ASSET MANAGEMENT, LLC located in Kewaskum, Wisconsin and CONCORDE INVESTMENT SERVICES, LLC located in Kewaskum, Wisconsin.

Logan is registered as an IAR (Investment Advisor Representative) and RR (Registered Representative) and started their career in finance in 2018. Logan has worked at 3 firms and has passed the Series 66, SIE and Series 7 exams.

Question & Answer

Are you a "fiduciary"?

Yes

Aliases

Logan Wild

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.Blue Diamond Athletics, Non Investment related, Mayville WI, Book and Clock Person / Tournament Head, Hours involved outside of business hours 21-40 per month, during business hours 1-5 per month. Help run youth basketball tournaments on the weekends, primarily helping set up and run the tournament smoothly as well as keeping the scorebook and score clock for games. Start date 12/01/2016. 2.Concorde Asset Management; Investment Related. Investment Advisory Representative. Started 03/2019. Hours involved 11-20 hours during business hours and 11-20 outside of business hours. 3.The Silbernagel Group Insurance, Investment Related, Located in Kewaskum WI 53040. Insurance Agent, Duties include selling insurance productions to clients. Hours involved: During business hours 40+ outside of business hours 1-5. 4.Real Wealth Tax, Investment Related, Located in Kewaskum WI 53040. Tax Planner help clients with Tax preparation. Started 01/2019. Hours involved 1-5 hours during business hours and 6-10 outside of business hours. 5.The Silbernagel Group, Investment Related, Located in Kewaskum WI 53040. Investment Firm, Registered Rep. Duties include meeting with clients to make recommendations to their needs. Started 5/18. Hours involved during business hours 40+ outside of business hours 6-10. 6.Real Wealth Advisors, Investment Related, Located in Kewaskum WI 53040. Investment Firm, Registered Rep. Duties include meeting with clients to make recommendations to their needs. Started 5/18. Hours involved during business hours 1-5, outside of business hours 1-5. 7. Treasurer for Maryville High School class of 2014. Non-investment related. Start date 06/2019. Duties are paying bills for class reunions. 1-5 hours/month during trading hours. 8. Currence. Investment related. Start date Sept. 1, 2023. Savings tool to help client prevent mindless spending, assists clients in onboarding/using program. 1-5 hours/month during non-trading hours, 1-5 hours/month during trading hours. 9. Fortress Risk Management - Captive Insurance. Non-invested related. Start date: Jan 1, 2024. Position: Refer clients to them as resource. 1-5 hours/month during non-trading hours. 1-5 hours/month during trading hours. 10. Wealth.com. Non-investment related. Tempe, AZ. Estate planning software & services. Start date March, 24 2025. Assisting clients with estate plan document creation. 1-5 hours/month during non-trading hours. 6-10 hours/month during trading hours.

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Logan Patrick Wild'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 ASSET MANAGEMENT, LLC

Office #1: 114 Main Street Po Box 427, Kewaskum, WI 53040

RIA

CRD#: 140367

Kewaskum, WI

Current

April 1, 2019 - Present

CONCORDE INVESTMENT SERVICES, LLC

Office #1: 114 Main St P.o. Bx 427, Kewaskum, WI 53040

CRD#: 151604

Kewaskum, WI

Past

November 21, 2018 - April 5, 2019

WOODBURY FINANCIAL SERVICES, INC.

RIA

CRD#: 421

KEWASKUM, WI

Past

August 28, 2018 - April 5, 2019

WOODBURY FINANCIAL SERVICES, INC.

CRD#: 421

KEWASKUM, WI

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

California
(2/24/2023)

Colorado
(1/6/2020)

IAR

Colorado
(12/4/2020)

Florida
(1/6/2020)

IAR

Florida
(12/23/2020)

Illinois
(4/1/2020)

IAR

Illinois
(4/1/2020)

Minnesota
(4/4/2022)

IAR

Minnesota
(4/5/2022)

Montana
(5/21/2020)

IAR

Montana
(12/16/2020)

Nevada
(1/6/2020)

New York
(6/16/2021)

IAR

New York
(6/20/2021)

Texas
(4/4/2022)

IAR

Texas
(4/5/2022)

Wisconsin
(4/1/2019)

IAR

Wisconsin
(4/1/2019)

Wyoming
(10/21/2020)

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 66

Date: 10/26/2018

Uniform Combined State Law Examination

General Industry/Product Exam

SIE

Date: 10/1/2018

Securities Industry Essentials Examination

General Industry/Product Exam

Series 7

Date: 8/28/2018

General Securities Representative 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

Logan P. Wild

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Logan Patrick Wild's CRS (Customer Relationship Summary).

Certified licenses

Experience

CONCORDE INVESTMENT SERVICES, LLC

WOODBURY FINANCIAL SERVICES, INC.

WOODBURY FINANCIAL SERVICES, INC.

Primary Firm SEC Registration

CONCORDE ASSET MANAGEMENT, LLC

State Registrations and Notice Filings

Exams

Series 66

Date: 10/26/2018

SIE

Date: 10/1/2018

Series 7

Date: 8/28/2018

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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