Concorde Investment Services
Nick Loberg serves as the Director of Brokerage and Advisory Operations at Concorde Investment Services, where he leverages almost a decade of industry experience to optimize processes and enhance client service. A graduate of Saginaw Valley State University with a business degree in marketing, Nick began his financial services career in Omaha, Nebraska, as a 403(b) plan representative, serving public school employees in Nebraska and Iowa. His extensive experience in different phases of the business has equipped him with a deep understanding of the industry’s dynamics and the ability to manage complex operations efficiently. Nick has his Series 6, 7, 24, 63, and 65 FINRA licenses. Since joining Concorde Investment Services in July 2024, Nick has played a pivotal role in streamlining operations and driving firm growth.
Nick resides in Livonia, Michigan, with his wife Teresa and their twin three-year-olds. His personal and professional experiences have instilled in him a strong work ethic and a passion for helping others achieve their financial goals. Outside of work, Nick enjoys playing golf and basketball, as well as spending quality time with his family and exploring the beautiful outdoors of Michigan.
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Concorde Investment Services
Concorde embraces the entrepreneurial spirit. Our financial professionals value the independence that comes from the flexibility and support provided by the Concorde Team. Concorde focuses on empowering financial professionals to provide creative, well thought out solutions for their clients. In addition to providing best of breed products and services, financial professionals leverage Concorde's cloud-based technology and paperless back office systems to create efficiencies and scale for their own practices. Hybrid advisors in need of fee based solutions partner with Concorde Asset Management to access our industry-leading Gateway Platform offering institutional quality products and services to clients. Partners benefit from Gateway organizational efficiencies that encompass all aspects of a practice and are enabled to focus on the growth of their business. Advisors get their time back. Our associates are independent, maintain their unique identity and are empowered to work in the best interests of their clients. Be sure to follow the Concorde Asset Management Showcase Page. Securities offered through Concorde Investment Services (CIS), LLC, Member FINRA/SIPC. Offering securities in all 50 states. Advisory Services offered through Concorde Asset Management (CAM), an SEC Registered Investment Adviser. Insurance products offered through Concorde Insurance Agency (CIA). CIS, CAM and CIA, all of whom are unaffiliated with third-party sites, cannot verify the accuracy of, nor assume responsibility for any content of linked third-party sites. Information available on third-party sites is for informational purposes only, doesn’t guarantee returns or diversification protection, isn’t an offer to buy/sell investments, doesn’t imply suitability for any one investor, isn’t tax/legal advice, & investments may involve a high degree of risk.