AdFi
MB

Matt Branstetter

Investment Adviser Representative at CONCORDE ASSET MANAGEMENT, LLC

Noble, OKCRD #2169050Dual-registered
Disclosure(s) on record — verify on FINRA BrokerCheck
Sourced from SEC IAPD & FINRA BrokerCheck
Years of Experience
35 yrs
States Registered
13 states
Exams Passed
8

Registrations & licenses

Registration type
Dual-registered
Registered in 13 states
ArizonaArkansasCaliforniaColoradoFloridaGeorgiaKansasMissouriMontanaNew MexicoOklahomaTexasWisconsin
Examinations passed
Series 65
Uniform Investment Adviser Law Examination
Passed 7/1/1992
Series 63
Uniform Securities Agent State Law Examination
Passed 8/15/1991
SIE
Securities Industry Essentials Examination
Passed 10/1/2018
Series 7
General Securities Representative Examination
Passed 12/15/1999
Series 22
Direct Participation Programs Representative Examination
Passed 3/25/1997
Series 6
Investment Company Products/Variable Contracts Representative Examination
Passed 8/14/1991
Series 24
General Securities Principal Examination
Passed 10/12/2000
Series 26
Investment Company Products/Variable Contracts Principal Examination
Passed 1/20/1998

Approximate fees

Estimated from the firm's Form ADV — individual terms may differ. Not a quote.

Primary fee model
Assets Under Management (AUM)
Source

Concorde Asset Management, LLC Form ADV Part 2A (Item 5), most recent annual amendment.

Employment history

Registration history as reported to FINRA, most recent first.

CONCORDE ASSET MANAGEMENT, LLCCurrent
11/27/2013Noble, OK
BRAEVEST
7/13/200512/31/2017Noble, OK
JONATHAN ROBERTS ADVISORY GROUP, INC.
3/21/200711/29/2010Tampa, FL
QUESTAR ASSET MANAGEMENT, INC.
2/3/20053/26/2007Noble, OK
QUESTAR CAPITAL CORPORATION
3/7/200112/31/2005Noble, OK

Official records & sources

Data as of August 11, 2026 · Source: SEC IAPD & FINRA BrokerCheck

Other advisors at CONCORDE ASSET MANAGEMENT, LLC

Showing 12 of 78 in the directory

View CONCORDE ASSET MANAGEMENT, LLC firm profile
About this profile

This profile was compiled and published by AdvisorFinder as editorial content using publicly available information from the SEC's IAPD database and FINRA BrokerCheck. Matt Branstetter 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.

Find the right advisor for you

Take the free 3-minute assessment to get matched with advisors who fit your goals.

Get Matched
Matt Branstetter - Financial Advisor in Noble, OK | AdvisorFinder