MK
Matthew D. Kredit
CONCORDE ASSET MANAGEMENT
Hanford, CA 93230
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CRD#: 7528136
MK
Professional summary
Matthew Douglas Kredit, who also goes by Matthew Douglas Kredit, is a registered financial advisor currently at CONCORDE ASSET MANAGEMENT, LLC located in Hanford, California and CONCORDE INVESTMENT SERVICES, LLC located in Hanford, California.
Matthew is registered as an IAR (Investment Advisor Representative) and RR (Registered Representative) and started their career in finance in 2022. Matthew has worked at 4 firms and has passed the Series 66, Series 7TO and SIE exams.
Question & Answer
Are you a "fiduciary"?
Yes
Aliases
Matthew Douglas Kredit
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 Asset Management, Investment related, Ann Arbor MI, Investment Advisory, Registered Investment Advisor, provide advisory services for clients. Start date 02/08/2024. 1-5 hours/month during non trading hours, full time during trading hours. 2. Concorde Insurance Agency, Investment related, Ann Arbor MI, Insurance related activities, Agent, Start date 02/08/2024, 1-5 hours/month during non trading hours, 1-5 hours/month during trading hours. 3. Kredit 1031, Investment related, Hanford, CA, Financial Advisor, DBA for securities related activities. Start date: 2/1/2025. 1-5 hours/month during non-trading hours, 6-10 hours/month during trading hours. 4. Athena Financial Group, Investment related, Hanford, CA, Financial Advisor, DBA for Assets under Management, Financial Planning, Certified Divorce Financial Advisor. Start date 2/26/2024. 1-5 hours/month during non-trading hours, 1-5 hours/month during trading hours. 5. Matthew Kredit, Licensed Insurance Agent. Non-investment related, Hanford, CA. Insurance sales and services through various insurance companies. Start date: 2/15/2024. 1-5 hours/month during non-trading hours, 1-5 hours/month during trading hours.
CRS (Client Relationship Summary) - RIA
Click below to view Matthew Douglas Kredit's 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®
NoneExperience
Current
February 21, 2024 - Present
CONCORDE ASSET MANAGEMENT, LLC
Office #1: 112 W Elm St, Hanford, CA 93230RIA
CRD#: 140367
Hanford, CA
Current
February 20, 2024 - Present
CONCORDE INVESTMENT SERVICES, LLC
Office #1: 112 West Elm Street, Hanford, CA 93230BD
CRD#: 151604
Hanford, CA
Past
March 2, 2023 - February 21, 2024
LPL FINANCIAL LLC
RIA
CRD#: 6413
KINGSBURG, CA
Past
March 1, 2023 - February 21, 2024
LPL FINANCIAL LLC
BD
CRD#: 6413
KINGSBURG, CA
Past
May 31, 2022 - March 8, 2023
PRINCIPAL SECURITIES, INC.
RIA
CRD#: 1137
Fresno, CA
Past
May 7, 2022 - March 8, 2023
PRINCIPAL SECURITIES, INC.
BD
CRD#: 1137
Fresno, CA
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".
CA
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)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.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
California(2/20/2024)
IAR
California(2/21/2024)
RR
Nevada(7/3/2025)
RR
South Dakota(7/3/2025)
Exams
State Security Law Exam
General Industry/Product Exam
RR
Series 7TO
Date: 5/6/2022
General Securities Representative ExaminationGeneral Industry/Product Exam
SRO Registrations
RR
FINRA
Current Firm
CA
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)Upgrade to AdvisorCheck Premium
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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
79
SEC notice filing (48 States and Territories)
Regulatory assets under management
| Total Number of Accounts | 3,207 |
| AUM (Assets Under Management) | $ 489,858,232 |
Red Flags
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Check for any disclosures as part of your thorough research when choosing an advisor.
Company Information
CONCORDE ASSET MANAGEMENT, LLC
CRD#: 140367Hanford, CA 93230TRUST BUT VERIFY
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