Jedidiah Kinderknecht

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CRD#: 7525354

Professional summary

Being a previously registered professional could mean that this person is no longer operating under the supervision of the SEC or FINRA.

That means that the Securities and Exchange Commission may not be able to oversee the services that this specific professional is providing.

Jedidiah Kinderknecht, who also goes by Jed Kinderknecht, was a registered financial professional .

Jedidiah is a previously registered financial professional and started their career in finance in 2022. Jedidiah had worked at 1 firm .

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

Blog Corner

CRS (Client Relationship Summary)

The CRS(Customer Relationship Summary) document is not provided.

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

Past

April 4, 2022 - June 18, 2026

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.

Visual representation of state registrations

This advisor is not registered in any state.

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)

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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.