Ann Holland Stewart
Investment Adviser Representative at Concorde Asset Management, LLC
Professional summary
Compiled by AdvisorFinder from public regulatory records. This advisor has not provided a personal biography.
Ann Holland Stewart is an investment adviser representative with Concorde Asset Management, LLC in Fort Collins, CO, where they have been registered since 2025. They have worked in the securities industry since 1993 and have been registered with 5 firms, including Cambridge Investment Research Advisors, Inc. and Money Concepts Advisory Service. They have passed 4 industry qualification exams, including the Series 65 (investment adviser), Series 7 (general securities representative), and Series 63 (state securities agent). They are registered to provide investment advice in Arizona, Colorado, Georgia, Massachusetts, and Texas.
Registrations & licenses
- Investment adviser:
- Arizona, Colorado, Georgia, Massachusetts, Texas
- Broker:
13 states and territories
Arizona, California, Colorado, Florida, Georgia, Kansas, Massachusetts, Montana, North Carolina, South Carolina, Texas, Wisconsin, Wyoming
Registration requirements vary by state and service. Contact the advisor's firm to confirm whether they can serve you.
Financial-firm registration history
Registration history as reported to FINRA, most recent first.
Reported employment history
Employment the advisor reported on their SEC/FINRA filings, as of October 8, 2026. It may not be a complete history.
- Cambridge Investment Research, IncApr 2014 – Apr 2025Fairfield, IA
- Cambridge Investment Research Advisors, IncApr 2014 – Apr 2025Fairfield, IA
- Concorde Investment ServicesMay 2025 – no end date reportedAnn Arbor, MI
- Concorde Asset ManagementMay 2025 – no end date reportedAnn Arbor, MI
Official records & sources
Data as of June 21, 2026 · Source: SEC IAPD & FINRA BrokerCheck
About Concorde Asset Management, LLC
These details describe the firm overall. Individual advisors' services, clients, and fees may differ.
Fee arrangements the firm reports
- Percentage of assets under management
- Hourly
- Fixed fee
- Other
Arrangements the firm reports on its Form ADV; this advisor may not charge every fee listed. Estimated from the firm's Form ADV — individual terms may differ. Not a quote.
Services the firm offers
Full-service broker-dealer, SEC-Registered Investment Advisory (RIA), and insurance services through an integrated ecosystem of specialized entities: Concorde Investment Services, Concorde Asset Management, and Concorde Insurance Agency. The firm offers investment, advisory, and insurance solutions with customized support and integrated broker-dealer and wealth management platforms.
Client types the firm serves
Firm assets under management
$500M–$1B
- Firm disclosures (Form ADV)
- Disciplinary history reportedVerify on SEC IAPD
- Advisors listed on AdvisorFinder:
- 78
- Offices listed on AdvisorFinder:
- 33
- Main office:
- Ann Arbor, MI
- SEC file number:
- 801-74519
Counts reflect AdvisorFinder directory coverage, not necessarily the firm's complete network.
Form ADV data as of July 24, 2026
View full firm profileOther advisors at Concorde Asset Management, LLC
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This profile was compiled and published by AdvisorFinder as editorial content using publicly available information from the SEC's IAPD database and FINRA BrokerCheck. Ann Holland Stewart has not reviewed, approved, or endorsed this profile and is not responsible for its accuracy. Regulatory records change over time — always verify the current record directly on BrokerCheck or SEC.gov before making any decision. AdvisorFinder may be compensated for referrals generated through this page.
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