SPC
46yrs
Top advisor by experience in Ann Arbor
6yrs
Andre Ramirez
Financial advisor at Concorde Asset Management
Andre Ramirez is a fiduciary financial advisor in Ann Arbor, Michigan, with 6 years in the industry. Andre joined Concorde Asset Management in 2021, after less than a year at SCF Investment Advisors and less than a year at Packerland Brokerage Services. 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 700 advisors with offices in Ann Arbor, and one of 634 fiduciaries.
At a glance
Experience6 years (since 2020)
How that compares ?6 years in the industry
Office3909 Research Park Drive Suite 200, Ann Arbor, MI 48108
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.
Series 66Uniform Combined State Law Examination
Career
- 2021 – nowConcorde Asset Management, LLCCurrent firm
- Dec 2020 – Apr 2021SCF Investment Advisors, Inc.Previously
- Oct 2020 – Dec 2020Packerland Brokerage Services, Inc.Previously
Questions to ask Andre
Tailored to Andre’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 Andre
How do I contact Andre?
Call Concorde Asset Management at 248-824-6710 and ask for Andre Ramirez. Andre works from the Ann Arbor, MI office.
How long has Andre been a financial advisor?
Andre has been in the industry since 2020, about 6 years. 6 years in the industry.
What licenses does Andre hold?
Series 66. Tap any license on this page to see what it allows.
Is Andre a fiduciary?
Andre is registered as an investment advisor representative, which carries a fiduciary duty when giving investment advice.
How is Andre paid?
Concorde Asset Management reports being paid by a percentage of the assets they manage, hourly fees, flat or fixed fees, other fees. Ask Andre 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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