Nicholas Loberg is a registered investment advisor, based in Ann Arbor, MI, with 7 years of industry experience.
Location
3909 Research Park Drive, Suite 200, Ann Arbor, MI, 48108
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.
Learn about disclosures →Other Business ActivitiesSells Insurance
Nicholas is an insurance agent selling non-variable insurance since 2021. He also serves as the Director of Brokerage Operations for Concorde Holdings, Inc. and Operations Manager for Concorde Asset Management, LLC, dedicating full-time hours to these roles during trading hours.
Employment History
Current Registrations
Concorde Investment Services, LLCBroker
Concorde Asset Management, LLC
Previous Registrations
Spectrum Financial Resources
United Planners' Financial Services of America a Limited PartnerBroker
United Planners' Financial Services of America a Limited Partner
Corecap Investments, LLCBroker
Corecap Advisors
Harbor Light Planning
Gwn Securities INC.Broker
State Registrations1 state
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