Steve Bielke brings a wealth of experience and an unwavering focus on advisor success to his role as Managing Director of Business Development. With a career spanning leadership roles at Ag Edwards, Wachovia, Wells Fargo Advisors, Wells Fargo Advisors FiNet, Waddell & Reed, LPL, and RJFS, Steve has honed a deep understanding of the complexities and opportunities within both wirehouse and independent advisory channels.

Steve’s passion lies in empowering advisors to make the best decisions for their practices and clients. Known for his consultative approach, Steve partners with advisors to navigate industry transitions and uncover opportunities that align with their goals. His expertise in recruiting and advisor acquisition, paired with his ability to understand each advisor’s unique needs, makes him an invaluable resource at Concurrent.

“Our mission is simple: to ensure advisors feel supported, understood, and equipped to thrive,” Steve says. “We’re not just placing advisors; we’re helping them build a foundation for sustainable success.”

Steve joins Concurrent during significant growth and innovation, fueled by a minority investment from Merchant Investment Management. This partnership has enhanced Concurrent’s ability to support its 55 advisory teams managing over $12.2 billion in client assets. Steve’s role in building on this momentum reinforces Concurrent’s commitment to creating meaningful partnerships that prioritize client-first strategies.

Whether advising on transitions, structuring deals, or fostering advisor success, Steve’s dedication reflects the values that have defined his career: integrity, innovation, and an unwavering focus on client outcomes.