#United States #Ann Arbor #Concorde Investment #Knowledge for Profit #Jeffrey Bangerter

Concorde Investment Services Launches 'Knowledge for Profit'

On April 30, 2026, Concorde Investment Services proudly announced a new initiative aimed at shaping the future of financial advising called Knowledge for Profit. This program focuses on coaching and developing new and emerging financial professionals to pave the way for sustainable careers in the finance industry. The initiative is spearheaded by Jeffrey Bangerter, a respected industry veteran and president of Bangerter Financial Services, who assumes an advisory role while continuing his work with clients.

A Commitment to Future Financial Advisors

Danielle Delongchamp, the president and CEO of Concorde Investment Services, expressed belief in the potential of upcoming financial professionals, stating, "Knowledge for Profit reflects Concorde's commitment to better preparing the next generation with robust mentorship and a firm foundation for enduring success." Bangerter has an extensive background of over 45 years in the financial industry, recognized for training thousands of advisors who have since excelled in their careers.

Bangerter shared his motivations for creating this initiative: "After years of cultivating some of the best financial professionals, I realized that focusing on their development was my priority. Success in this field isn’t rooted in gimmicks; it stems from skills, diligent efforts, and continuous action. Knowledge for Profit is designed to equip the next generation with that foundational support."

Target Audience

Knowledge for Profit serves a wide array of financial professionals, from unlicensed individuals curious about a finance career to newly licensed advisors searching for clearer guidance and a stronger footing for long-term growth. The program's structure is built around real-world financial experiences, emphasizing authentic skill development over shortcuts or hype.

About Knowledge for Profit

Knowledge for Profit stands as an initiative of Concorde Investment Services, with the goal of supporting the development of new financial talent. The program aims to deliver coaching, professional growth opportunities, and practical insights to aid individuals in their journey within the financial sector. For those interested in pursuing or advancing within their careers in finance, Knowledge for Profit is a valuable resource. To learn more, visit knowledgeforprofit.com.

About Concorde Investment Services

Concorde Investment Services is a well-regarded, full-service broker-dealer and SEC-registered investment advisor (RIA) devoted to empowering financial professionals and their clients. Through a comprehensive ecosystem of investment, advisory, and insurance products, Concorde provides the essential tools and insights required to achieve financial objectives.

Having been established by entrepreneurs with a shared commitment to excellence, Concorde's team showcases passion in every engagement. They offer personalized experiences that align with each advisor’s and client's unique aims, supported by integrated broker-dealer and wealth management platforms designed to foster the growth of financial practices.

For more information about Concorde, visit concordeis.com.

Note: Securities offered via Concorde Investment Services, LLC (CIS), a member of FINRA/SIPC. Advisory services are provided by Concorde Asset Management, LLC (CAM), an SEC-registered investment adviser. Insurance products are offered through Concorde Insurance Agency, Inc. (CIA).