JK
Jedidiah Kinderknecht
CONCORDIA WEALTH PLANNING
Powell, OH
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CRD#: 7525354
JK
Professional summary
Jedidiah Kinderknecht, who also goes by Jed Kinderknecht, is a registered financial advisor currently at CONCORDIA WEALTH PLANNING, LLC located in Powell, Ohio.
Jedidiah is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2022. Jedidiah has worked at 1 firm .
Question & Answer
Are you a "fiduciary"?
Yes
Aliases
Jed Kinderknecht
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.
A CPA Inc. Not Investment-Related Dublin, OH CPA Firm Owner / President since November 2014 Current time spent: 40 hours per week Duties: Tax Preparation / Tax Planning
CRS (Client Relationship Summary) - RIA
Click below to view Jedidiah Kinderknecht'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
April 4, 2022 - Present
CONCORDIA WEALTH PLANNING, LLC
RIA
CRD#: 304639
Powell, OH
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
Ohio(4/4/2022)
Exams
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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