NP
Nathan C. Parkins
CONCORDIA WEALTH PLANNING
Elmhurst, IL
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CRD#: 7199079
NP
Professional summary
Nathan Conrad Parkins is a registered financial advisor currently at CONCORDIA WEALTH PLANNING, LLC located in Elmhurst, Illinois.
Nathan is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2020. Nathan has worked at 2 firms 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.
1) Nathan Parkins is President and CCO of MoLei Financial. Investment-related: Yes. Address: Elmhurst, IL. Nature of other business: Financial Planning Firm. Start Date: 11/2019. Approx. # of hours/month devoted: 5. # of hours devoted during securities trading hours: 0. Brief description of business: Financial Planning and 401k Management. 2) Nathan Parkins is a Wealth Planner at Concordia Wealth Planning, LLC. Investment-related: Yes. Address: Powell, OH. Nature of other business: Registered Investment Adviser. Start Date: 08/2022. Approx # of hours per month: 20. # of hours devoted during securities trading hours: 15. Brief description of business: Financial Planning and Investment Management 3) Nathan Parkins is President of FinCap Advisors LLC. Investment-related: No. Address: Elmhurst, IL. Nature of other business: Consulting Business. Start Date: 11/2019. Approx. # of hours/month devoted: 15-20. # of hours devoted during securities trading hours: 0. Brief description of business: Provide financial & technology consulting for small businesses and startups. 4) Nathan Parkins is CCO of Cryptail Corp. Investment-related: No. Address: San Diego, CA. Nature of other business: PetTech Company. Start Date: 06/2022. Approx. # of hours/month devoted: 160. # of hours devoted during securities trading hours: 0. Brief description of business: Technology development, business operations, business financial oversight.
CRS (Client Relationship Summary) - RIA
Click below to view Nathan Conrad Parkins'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®
NoneExperience
Current
October 20, 2022 - Present
CONCORDIA WEALTH PLANNING, LLC
RIA
CRD#: 304639
Elmhurst, IL
Past
January 16, 2020 - May 1, 2023
MOLEI FINANCIAL
RIA
CRD#: 306515
ELMHURST, IL
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(11/18/2024)
IAR
Ohio(1/10/2023)
IAR
Texas(10/20/2022)
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)Upgrade to AdvisorCheck Premium
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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
5
Regulatory assets under management
| Total Number of Accounts | 199 |
| AUM (Assets Under Management) | $ 48,348,316 |
Red Flags
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