Jeffrey Lynn Bangerter (CRD#1687028) and CONCORDE INVESTMENT SERVICES, LLC

The Securities Lawyers at Halling & Cayo, S.C. are interested in talking to customers that believe that they may have potential claims against Jeffrey Lynn Bangerter (CRD#1687028) related to securities recommended or sold to you. Previously Reported Complaints include:

Claim(s) Made Against Jeffrey Lynn Bangerter:

Claim Date: 8/24/2026

“Clients are alleging breach of fiduciary duties, violation of FINRA rules, negligent supervision, misrepresentation, and unsuitability of investments related to investments purchased in 2021.”

This claim, as of this posting, is currently Pending with a claim amount of $400,000.00 .

Claim Date: 4/15/2025

“Client is claiming losses due to poor recommendation for investments made in 2019 and 2020.”

This claim, as of this posting, is currently Settled with a claim amount of $300,000.00 .

The investor was paid $90,000.00 by the brokers’ firm.

See more information on FINRA’s BrokerCheck site for Jeffrey Lynn Bangerter.

Did you have an investment issue with Jeffrey Lynn Bangerter?

If you were a customer of Jeffrey Lynn Bangerter and CONCORDE INVESTMENT SERVICES, LLC from Roseville, CA and had a similar issue or experience as those described in the above public postings, we are interested in discussing a potential claim with you. Brokerage firms have a responsibility to supervise all representatives who are registered through their firm. (See our video, Warning signs of a bad financial advisor). Brokerage firms also must take steps to ensure that their financial advisors follow all securities rules and regulations, as well as internal firm policies. The brokerage firm is not only legally responsible for the acts of its agents, like Jeffrey Lynn Bangerter, the broker dealer may also be liable for investment losses sustained by customers for a failure to supervise. The Securities Lawyers at Halling & Cayo, S.C. have recovered millions of dollars for investors across the country.

The Securities Lawyers have recovered millions of dollars for investors across the United States and represent individuals and groups of investors who have suffered losses.These claims are typically resolved through FINRA Arbitration, as all brokerage firms embed binding arbitration clauses into their customer new account forms. (What is the disadvantage of FINRA arbitration) If you were a customer of Jeffrey Lynn Bangerter and CONCORDE INVESTMENT SERVICES, LLC and suffered investment losses, please contact the Securities Lawyers. We will only receive payment if we are able to recover your money, and you may be eligible for financial compensation. It’s important to note that there may be time limits or statutes of limitations that apply to your claim, so it’s crucial to speak with an attorney as soon as possible.
Learn about potential claims for investment recovery, Types of Broker Misconduct and Fraud , or about the FINRA arbitration process, Guide to the FINRA Arbitration Process .

Sean M. Sweeney is a shareholder at Halling and Cayo, a full service law firm in Milwaukee, WI and the head of its Securities Litigation team.

He represents individual and institutional investors in FINRA arbitration and court nationwide. He recovers investment losses from fraud or breach of duty from their broker-dealer.

Contact him at (414) 755-5020 or via e-mail at SMS@hallingcayo.com to see if he can help recover your funds.

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