Fredrick G. Voigtmann

CONCORDIA INVESTMENT ADVISORS

Woodland Hills, CA 91367

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CRD#: 6891015

Professional summary

Fredrick Gerhardt Voigtmann is a registered financial advisor currently at CONCORDIA INVESTMENT ADVISORS, LLC located in Woodland Hills, California.

Fredrick is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2018. Fredrick has worked at 1 firm and has passed the Series 65 exam.

Question & Answer

Are you a "fiduciary"?

Yes

Aliases

None

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.

Fredrick Voigtmann currently holds an active Real Estate license (ID # 02106415) having an association with EZ Reality Co. The business is located at 21700 Oxnard Street, Woodland Hills, CA 91367. The business is not investment related. The business is a real estate brokerage. The position is real estate agent. The business is currently inactive.

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Fredrick Gerhardt Voigtmann'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®

None

Experience

Current

January 23, 2018 - Present

CONCORDIA INVESTMENT ADVISORS, LLC

Office #1: 21700 Oxnard Street Suite 730, Woodland Hills, CA 91367

RIA

CRD#: 291775

Woodland Hills, CA

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

California
(1/23/2018)

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: 11/14/2017

Uniform Investment Adviser Law Examination

Current Firm

CONCORDIA INVESTMENT ADVISORS, LLC

CRD#: 291775 / SEC#:

California

Registered Investment Advisory firm - (1/23/2018 Approved)

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Contact information

Main Address

21700 Oxnard Street Suite 730, Woodland Hills, CA 91367

Mailing Address

Phone number

(818) 203-9070

Established

Firm type

Fiscal year end

# of Employees

Documents

Latest Form ADV

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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Fredrick G. Voigtmann

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Fredrick Gerhardt Voigtmann's CRS (Customer Relationship Summary).

Certified licenses

Experience

CONCORDIA INVESTMENT ADVISORS, LLC

State Registrations and Notice Filings

Exams

Series 65

Date: 11/14/2017

Current Firm

CONCORDIA INVESTMENT ADVISORS, LLC

Contact information

Documents

Red Flags

Company Information

CONCORDIA INVESTMENT ADVISORS, LLC

TRUST BUT VERIFY

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