Financial ADVSR advisor directory · SEC adviser records
Concordia Wealth Planning, LLC financial advisors
Every SEC-registered investment adviser representative at Concordia Wealth Planning, LLC, by the state and city of the office they work from.
3 registered advisors work at Concordia Wealth Planning, LLC, in 2 states and 2 cities; the most are in Powell, OH (2). 2 list the CFP designation and 0 are also registered broker representatives.
Search every Concordia Wealth Planning, LLC advisor by name →Who joined and left Concordia Wealth Planning, LLC →
Cities with the most Concordia Wealth Planning, LLC advisors
Concordia Wealth Planning, LLC advisors by state
Questions
How many financial advisors does Concordia Wealth Planning, LLC have?
3 investment adviser representatives are registered with Concordia Wealth Planning, LLC, according to the SEC's Investment Adviser Public Disclosure records, in 2 states and 2 cities. 2 list the CFP designation and 0 are also registered as broker representatives.
Where does Concordia Wealth Planning, LLC have the most advisors?
Powell, OH, with 2 registered advisors, then Elmhurst, IL (1). By state, Ohio has the most, with 2.
How do I find a Concordia Wealth Planning, LLC financial advisor near me?
Pick your state below, then your city, to see every Concordia Wealth Planning, LLC advisor registered at an office there. Each one links to a profile with their registrations, exams, designations and how long they've been registered, plus links to the SEC's adviser search and FINRA BrokerCheck, where any disclosures are listed in full.
Source: the SEC's Investment Adviser Public Disclosure daily file. An advisor registered at Concordia Wealth Planning, LLC offices in more than one city counts in each city but once in the total; broker-only representatives (FINRA BrokerCheck) aren't included. Every firm →