Stratos Wealth Partners
47yrs
Top advisor by experience in Arizona
4yrs
Carson Stoltz
Financial advisor at Concorde Asset Management
Based in Scottsdale, Arizona, Carson Stoltz is a fiduciary financial advisor with 4 years of industry experience. Carson has been with Concorde Asset Management since 2022. Concorde Asset Management offers financial planning, investment management, and retirement plan consulting and is paid through a percentage of assets, hourly fees, and flat fees.
One of 3468 advisors with offices in Scottsdale, and one of 3171 fiduciaries.
At a glance
Experience4 years (since 2022)
How that compares ?4 years in the industry
Office8390 E. Via DE Ventura, Suite F-205, Scottsdale, AZ 85258
How the firm is paid ?Percent of assets, Hourly, Flat fee, Other
Typical client at the firm ?$160,496
Advisors at the firm78
States licensed ?2 states
Services through Concorde Asset Management
Financial planningInvestment management for individuals and small businessesInvestment management for businesses and institutionsRetirement plan consultingChoosing other investment managers
Specialties, designations like CFP®, and languages spoken appear here when advisors claim their profiles.
Licenses
Exams passed, from the official record. Tap a license to see what it allows.
Career
- 2022 – nowConcorde Asset Management, LLCCurrent firm
Contact Carson
(248) 824-6710Firm headquarters in Ann Arbor, MI. Ask for Carson. 8390 E. Via DE Ventura, Suite F-205Scottsdale, AZ 85258Office · Get directions YouTube channelConcorde Asset Management
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Questions to ask Carson
Tailored to Carson’s registration and firm.
- What does a financial plan with you include, and how often is it updated?
- If you use outside managers, how are they chosen and what do they cost on top of your fee?
- Where would my money be held, and will I get statements directly from that firm?
- What would I pay in total each year, in dollars, including fund and trading costs?
My notes and scorecard
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About Carson
How do I contact Carson?
Call Concorde Asset Management at (248) 824-6710 and ask for Carson Stoltz. Carson works from the Scottsdale, AZ office.
How long has Carson been a financial advisor?
Carson has been in the industry since 2022, about 4 years. 4 years in the industry.
What licenses does Carson hold?
Series 63, Series 65. Tap any license on this page to see what it allows.
Is Carson a fiduciary?
Carson is registered as an investment advisor representative, which carries a fiduciary duty when giving investment advice.
How is Carson paid?
Concorde Asset Management reports being paid by a percentage of the assets they manage, hourly fees, flat or fixed fees, other fees. Ask Carson for your total yearly cost in dollars.
Official record as of October 3, 2026.
This profile is for information only and is not financial advice or a recommendation.
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