SPC
46yrs
Top advisor by experience in Ann Arbor
1yr
Nathan Kosanke
Full name on record: Nathan Alexander Kosanke
Financial advisor at Concorde Asset Management
Nathan Kosanke is a fiduciary financial advisor in Ann Arbor, Michigan, with 1 year in the industry. Nathan joined Concorde Asset Management in 2025, a firm offering financial planning, investment management, and retirement plan consulting. Concorde Asset Management reports being 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
Experience1 years (since 2025)
How that compares ?1 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 ?1 state
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
- Aug 2025 – nowConcorde Asset Management, LLCCurrent firm
Contact Nathan
(248) 824-6710Concorde Asset Management main office 3909 Research Park Drive Suite 200Ann Arbor, MI 48108Office · Get directions YouTube channelConcorde Asset Management
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Questions to ask Nathan
Tailored to Nathan’s registration and firm.
- Who on your team supports you, and who reviews the recommendations you make?
- 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 Nathan
How do I contact Nathan?
Call Concorde Asset Management at (248) 824-6710 and ask for Nathan Kosanke. Nathan works from the Ann Arbor, MI office.
How long has Nathan been a financial advisor?
Nathan has been in the industry since 2025, about 1 years. 1 years in the industry.
What licenses does Nathan hold?
Series 66. Tap any license on this page to see what it allows.
Is Nathan a fiduciary?
Nathan is registered as an investment advisor representative, which carries a fiduciary duty when giving investment advice.
How is Nathan paid?
Concorde Asset Management reports being paid by a percentage of the assets they manage, hourly fees, flat or fixed fees, other fees. Ask Nathan 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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