Concurrent
Steve Bielke is an accomplished finance professional with extensive experience in business development and advisor acquisition. Currently serving as Managing Director of Business Development at Concurrent Advisors since July 2021, Bielke previously held the position of Regional Director of Advisor Acquisition at Waddell & Reed from September 2019 to July 2021. A long tenure at Wells Fargo Advisors from March 2000 to September 2019 included roles such as Regional Recruiting Director - Vice President, overseeing advisor recruiting and business owner relations, as well as Regional Manager for the Midwest region, responsible for significant revenue and assets. Earlier experience includes a role as Previous Margin Clerk at AG Edwards. Bielke holds a Bachelor of Arts degree in Entrepreneurial and Small Business Operations from Lindenwood University.
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Concurrent
Concurrent is a hands-on, consultative partner that empowers advisors with the independence, control, and flexibility they need to better care for their clients. We provide the foundation to launch an independent business, ongoing scale, resources to allow advisors to focus on the best use of their time with clients, and a community of like-minded advisors. We are currently one of the largest and fastest-growing registered investment advisors (RIA) in the country. For more information, visit www.poweredbyconcurrent.com.