Concordia Wealth Planning, LLC

Concordia Wealth Planning, LLC (CRD# 304639) is a financial advisory firm headquartered in , . They manage $45,399,914 in 164 accounts and serve the financial needs of clients across 3 states (or territories).

Current Firm Details
https://www.concordiawp.com
By the Numbers
  • Total Assets Under Management
    45
    MILLION
  • Total Number of Accounts
    164
    ACCOUNTS
  • Average Account Value
    $276,829
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Pension consulting services
  • Selection of other advisers (including private fund managers)
  • Educational seminars/workshops
Types of Clients
Registered States
The map below shows states where this firm has explicit registration only.

OH, PR, TX

Financial Advisors at Concordia Wealth Planning, LLC
Showing 1 - 4 of 4 top financial advisors.
1
Jordan Acer, financial advisor Powell OH
Jordan M. Acer
CRD#: 5590975
Powell, OH

Jordan Acer (CRD# 5590975) is an Investment Advisor Representative working at Concordia Wealth Planning, LLC in Powell, OH and has over 6 years of experience in the finance industry.

2
Andrew Silver, financial advisor Powell OH
Andrew J. Silver
CRD#: 4520825
6556 Valley Oak Dr, Powell, OH 43065

Andrew Silver (CRD# 4520825) is an Investment Advisor Representative working at Concordia Wealth Planning, LLC in Powell, OH and has over 21 years of experience in the finance industry.

3
Jedidiah Kinderknecht, financial advisor Powell OH
Jedidiah Kinderknecht
CRD#: 7525354
Powell, OH

Jedidiah Kinderknecht (CRD# 7525354) is an Investment Advisor Representative working at Concordia Wealth Planning, LLC in Powell, OH and has 1 year of experience in the finance industry.

4
Nathan Parkins, financial advisor Elmhurst IL
Nathan C. Parkins
CRD#: 7199079
Elmhurst, IL

Nathan Parkins (CRD# 7199079) is an Investment Advisor Representative working at Concordia Wealth Planning, LLC in Elmhurst, IL and has over 4 years of experience in the finance industry.

Our primary data source is public filings of Form ADV as published by the Securities and Exchange Commission (SEC) and made available in accordance with the Freedom of Information Act (FOIA). Supplementary information may be provided by listed advisors or their representatives.

Because many firms provide a variety of products or services, an individual may or may not be registered to operate under all services provided by the firm.

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