SH
Stacy A. Hunt
CONCORDE ASSET MANAGEMENT
St. Louis Park, MN 55416
Some features on this profile are disabled
CRD#: 7643955
SH
Stacy Ann HuntCONCORDE ASSET MANAGEMENT
Professional summary
Stacy Ann Hunt, who also goes by Stacy Ann Nold, Stacy Ann Titterington, is a registered financial advisor currently at CONCORDE ASSET MANAGEMENT, LLC located in St. Louis Park, Minnesota and CONCORDE INVESTMENT SERVICES, LLC located in St Louis, Minnesota.
Stacy is registered as an IAR (Investment Advisor Representative) and RR (Registered Representative) and started their career in finance in 2022. Stacy has worked at 3 firms and has passed the Series 66, Series 7TO and SIE exams.
Aliases
Stacy Ann Nold | Stacy Ann Titterington
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.
CRS (Client Relationship Summary) - RIA
Click below to view Stacy Ann Hunt'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
August 4, 2026 - Present
CONCORDE ASSET MANAGEMENT, LLC
Office #1: 5775 Wayzata Blvd. Suite 700, St. Louis Park, MN 55416Office #2: 3909 Research Park Drive Suite 200, Ann Arbor, MI 48108RIA
CRD#: 140367
St. Louis Park, MN
Current
August 3, 2026 - Present
CONCORDE INVESTMENT SERVICES, LLC
Office #1: 5775 Wayzata Blvd Suite 700, St Louis, MN 55416BD
CRD#: 151604
St Louis, MN
Past
February 22, 2023 - July 20, 2026
EDWARD JONES
RIA
CRD#: 250
BURNSVILLE, MN
Past
December 6, 2022 - July 20, 2026
EDWARD JONES
BD
CRD#: 250
BURNSVILLE, MN
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
Minnesota(8/3/2026)
IAR
Minnesota(8/4/2026)
RR
Nevada(8/3/2026)
IAR
Nevada(8/4/2026)
RR
New York(8/3/2026)
IAR
New York(8/4/2026)
RR
Texas(8/3/2026)
IAR
Texas(8/4/2026)
RR
Wisconsin(8/3/2026)
IAR
Wisconsin(8/4/2026)
Exams
State Security Law Exam
General Industry/Product Exam
RR
Series 7TO
Date: 12/6/2022
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)Loading...
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.
