Justin R. Kiehne

CONCORDE ASSET MANAGEMENT

Palm Beach Gardens, FL 33410

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CRD#: 7076691

Professional summary

Justin Robert Kiehne is a registered financial advisor currently at CONCORDE ASSET MANAGEMENT, LLC located in Palm Beach Gardens, Florida and CONCORDE INVESTMENT SERVICES, LLC located in Palm Beach Gardens, Florida.

Justin is registered as an IAR (Investment Advisor Representative) and RR (Registered Representative) and started their career in finance in 2019. Justin has worked at 2 firms and has passed the Series 66, Series 7TO and SIE 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. Fortitude Investment Services, Investment related, Port Jefferson, NY, Financial Advisor. Providing financial services related to wealth management and creating individually tailored solutions for clients with a focus on tax deferral and passive income. Start date is March 2019. Hours involved 40+ during business hours and 40+ outside of business hours 2. Concorde Asset Management, Investment Related. Livonia Mi, 48152, Financial Advisor, provide financial services to retail investors. Start date is March 2019. 40+ hours during business hours, 1-5 hours/month during non trading hours. 3. eXp Commercial Real Estate. Investment related. Start date: 12/2021. Boynton Beach, FL. Sales Associate, real estate sales/leasing/investment. 6-10 hours/month during non trading hours, 1-5 hours/month during trading hours. 4. JR Kiehne LLC, Investment related, 3801 PGA Blvd, Suite 600 Palm Beach Gardens, FL 33410. Insurance sales affiliated with Concorde Insurance Agency, sole member. Start date 02/01/2025, 1-5 hours/month during non business and 1-5/hours month during business hours. 5. Referrals, non-investment related, 3801 PGA Blvd., Suite 600, Palm Beach Gardens, FL. Compensation for referral of prospective clients, start date 02/01/2025. 1-5 hours/month during non business and 1-5/hours month during business hours.

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Justin Robert Kiehne'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 22, 2020 - Present

CONCORDE ASSET MANAGEMENT, LLC

Office #1: 3801 Pga Blvd, Ste 600 Unit 656, Palm Beach Gardens, FL 33410

RIA

CRD#: 140367

Palm Beach Gardens, FL

Current

March 7, 2019 - Present

CONCORDE INVESTMENT SERVICES, LLC

Office #1: 3801 Pga Blvd. Suite 600, Palm Beach Gardens, FL 33410

CRD#: 151604

Palm Beach Gardens, 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
(5/10/2024)

Arizona
(6/23/2022)

Arkansas
(8/15/2024)

California
(12/10/2020)

Colorado
(2/25/2022)

Connecticut
(3/19/2021)

Delaware
(6/26/2020)

District of Columbia
(11/19/2021)

Florida
(3/20/2019)

IAR

Florida
(4/22/2020)

Georgia
(9/8/2020)

Illinois
(2/9/2022)

Indiana
(6/20/2023)

Iowa
(12/16/2020)

Louisiana
(2/17/2022)

Maryland
(2/18/2021)

IAR

Maryland
(12/3/2024)

Massachusetts
(1/12/2022)

Michigan
(12/7/2020)

Mississippi
(5/1/2025)

Montana
(6/10/2022)

Nevada
(2/10/2022)

New Jersey
(2/4/2021)

New Mexico
(2/11/2022)

New York
(11/22/2021)

North Carolina
(11/19/2021)

Ohio
(11/27/2020)

Oregon
(2/10/2023)

Pennsylvania
(6/13/2025)

Rhode Island
(2/9/2022)

South Carolina
(7/2/2021)

South Dakota
(9/19/2022)

Tennessee
(7/22/2022)

Texas
(12/7/2020)

Utah
(12/9/2021)

Virginia
(1/21/2022)

Washington
(7/16/2021)

Wisconsin
(3/4/2025)

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 66

Date: 7/11/2019

Uniform Combined State Law Examination

General Industry/Product Exam

Series 7TO

Date: 3/7/2019

General Securities Representative Examination

General Industry/Product Exam

SIE

Date: 2/5/2019

Securities Industry Essentials 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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Justin R. Kiehne

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Justin Robert Kiehne's CRS (Customer Relationship Summary).

Certified licenses

Experience

CONCORDE ASSET MANAGEMENT, LLC

CONCORDE INVESTMENT SERVICES, LLC

Primary Firm SEC Registration

CONCORDE ASSET MANAGEMENT, LLC

State Registrations and Notice Filings

Exams

Series 66

Date: 7/11/2019

Series 7TO

Date: 3/7/2019

SIE

Date: 2/5/2019

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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