JG
CFP
JG
CFP

John Gakenheimer

49 Years of Experience
Ann Arbor, MI
BrokerSells Insurance

John Gakenheimer is a CFP-designated registered investment advisor, based in Ann Arbor, MI, with 49 years of industry experience.

Location

3909 Research Park Drive, Suite 200, Ann Arbor, MI, 48108

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History

Regulatory History
Clean regulatory record

No disclosures, customer disputes, or regulatory actions on file.

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Other Business ActivitiesSells Insurance

John is involved in several businesses, including Gakenheimer Family LLC, Gakenheimer Insurance, Concorde Asset Management, Concorde Trust Services, Concorde Insurance Agency, and Concorde Holdings, Inc. He also consults for his son's coffee company and dedicates full-time hours to Concorde Holdings, Inc.

Employment History
Current Registrations
Concorde Investment Services, LLCBroker
February 2024 - Present · 2 yrs 3 mos
Concorde Investment Services, LLC
February 2024 - Present · 2 yrs 3 mos
Concorde Asset Management, LLC
July 2011 - Present · 14 yrs 10 mos
Previous Registrations
American Alternative Capital, LLCBroker
July 2022 - February 2024 · 1 yr 7 mos
Concorde Investment Services, LLCBroker
September 2010 - July 2022 · 11 yrs 10 mos
Equitas America, LLC
November 2009 - July 2010 · 8 mos
Equitas America, LLCBroker
August 2009 - July 2010 · 11 mos
Questar Capital CorporationBroker
July 1997 - April 2008 · 10 yrs 9 mos
Magellan Securities INCBroker
July 1996 - August 1997 · 1 yr 1 mo
Money Concepts Capital CORPBroker
July 1983 - July 1996 · 13 yrs
Milbrook Securities CO., INC.Broker
July 1975 - March 1985 · 9 yrs 8 mos
State Registrations10 states
CADEILMINMOHOKORVAWA
AdvisorBrokerBoth

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Exams
No exam information available for this advisor.
John Gakenheimer - Financial Advisor | TrueAdvisor