Andrew J. Silver

CONCORDIA WEALTH PLANNING

Powell, OH 43065

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CRD#: 4520825

Professional summary

Andrew Jonathan Silver, CFP®, who also goes by Andy Silver, Andrew J Silver, is a registered financial advisor currently at CONCORDIA WEALTH PLANNING, LLC located in Powell, Ohio.

Andrew is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2002. Andrew has worked at 5 firms and has passed the Series 65, Series 63, Series 7 and Series 6 exams.

Question & Answer

What are your service offerings?

Retirement Planning

Small Business Planning

Business Succession Planning

Retirement Income Management

Investment Planning

Education Planning

Insurance Planning

Tax Planning

Comprehensive Financial Planni...

Employee and Employer Plan Ben...

Estate Planning

What is your minimum asset requirement?

Are you a "fiduciary"?

Yes

Aliases

Andy Silver | Andrew J Silver

Other business activities

Outside business activity is any business or activity undertaken by an advisor that is outside the scope of their relationship with their firm (e.g., consulting services, real estate, freelance work, teaching, etc.). Investors should stay informed about these activities to ensure no conflicts of interest.

Andrew Jonathan Silver is the CEO and CCO of Concordia Wealth Planning, LLC (CRD# 304639). Concordia Wealth Planning, LLC is 50% owner of Concordia Puerto Rico, LLC (CRD# 313627), therefore, the two firms are affiliates due to common control. Andrew Jonathan Silver is the CEO of the marketing company Andrew J Silver Consulting, LLC. His responsibility is to continue marketing of Wealth Planning Services for existing clients provided by Pinnacle Wealth Planning Services, Inc. as well as educating existing clients about their services. For his continued support helping these existing clients understand the services of Pinnacle and participating in the client servicing meetings, he receives an annual fee represented by 30% of revenues collected by Pinnacle from the serviced client.

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Andrew Jonathan Silver's CRS (Customer Relationship Summary).

Certified licenses

Advisors may have various certifications and credentials from different organizations. AdvisorCheck highlights these seven certifications - AIF®, CFP®, ChFC®, CFA, CLU®, CIMA®, CPWA®

CFP^®

Certified Financial Planner

Start date: 2015

Experience

Current

July 3, 2019 - Present

CONCORDIA WEALTH PLANNING, LLC

Office #1: 6556 Valley Oak Dr, Powell, OH 43065

RIA

CRD#: 304639

Powell, OH

Past

September 3, 2021 - December 31, 2023

CONCORDIA PUERTO RICO, LLC

RIA

CRD#: 313627

Powell, OH

Past

August 6, 2010 - June 10, 2019

PINNACLE ADVISORS

RIA

CRD#: 106817

Columbus, OH

Past

September 24, 2007 - January 26, 2010

SEI INVESTMENTS MANAGEMENT CORP

RIA

CRD#: 105146

OAKS, PA

Past

May 20, 2002 - December 1, 2004

SEI INVESTMENTS DISTRIBUTION CO.

CRD#: 10690

OAKS, PA

State Registrations and Notice Filings

Listed states reflect where the advisor is authorized to serve clients under state regulations.

IAR

means the advisor is registered as an Investment Advisor Representative in this state and is authorized to provide investment advice to clients there.

Highlighted states indicate IAR registrations

IAR

Georgia
(11/15/2024)

IAR

Ohio
(7/11/2019)

IAR

Puerto Rico
(4/9/2024)

IAR

Texas
(7/3/2019)

Don't see your state listed? The advisor may still be able to work with you under the federal De Minimis Rule, which allows up to five investment advisory clients in a state without registration. Some states, like TX, LA, NE, and NH, may still require registration or notice filing. Contact the advisor or their firm to confirm their investment advisory availability in your state.

Exams

State Security Law Exam

IAR

Series 65

Date: 9/17/2007

Uniform Investment Adviser Law Examination

State Security Law Exam

Series 63

Date: 5/20/2002

Uniform Securities Agent State Law Examination

General Industry/Product Exam

Series 7

Date: 10/23/2002

General Securities Representative Examination

General Industry/Product Exam

Series 6

Date: 5/18/2002

Investment Company Products/Variable Contracts Representative Examination

Current Firm

CONCORDIA WEALTH PLANNING, LLC

CONCORDIA FINANCIAL GROUP, LLC | CONCORDIA WEALTH PLANNING, LLC

CRD#: 304639 / SEC#:

Georgia

Registered Investment Advisory firm - (11/15/2024 Approved)

Ohio

Registered Investment Advisory firm - (7/11/2019 Approved)

Puerto Rico

Registered Investment Advisory firm - (3/19/2024 Approved)

Texas

Registered Investment Advisory firm - (7/3/2019 Conditional Restricted)

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Contact information

Main Address

Powell, OH

Mailing Address

Phone number

(614) 881-1500

Established

Firm type

Fiscal year end

# of Employees

Documents

Latest Form ADV

Regulatory assets under management

Total Number of Accounts	199
AUM (Assets Under Management)	$ 48,348,316

Red Flags

Disclosures can be potential red flags, including customer disputes, regulatory fines, employer terminations, bankruptcies, judgments, liens, or certain criminal activities.

Check for any disclosures as part of your thorough research when choosing an advisor.

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Andrew J. Silver

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Andrew Jonathan Silver's CRS (Customer Relationship Summary).

Certified licenses

Experience

CONCORDIA WEALTH PLANNING, LLC

CONCORDIA PUERTO RICO, LLC

PINNACLE ADVISORS

SEI INVESTMENTS MANAGEMENT CORP

SEI INVESTMENTS DISTRIBUTION CO.

State Registrations and Notice Filings

Exams

Series 65

Date: 9/17/2007

Series 63

Date: 5/20/2002

Series 7

Date: 10/23/2002

Series 6

Date: 5/18/2002

Current Firm

CONCORDIA WEALTH PLANNING, LLC

Contact information

Documents

Regulatory assets under management

Red Flags

Company Information

CONCORDIA WEALTH PLANNING, LLC

TRUST BUT VERIFY

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