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Inactive

Christian Hviid

Concordia Wealth Planning, LLC

Powell, OH

Dublin, OH

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Current Employers
Concordia Wealth Planning, Llc

Powell, OH • United States

Current Registrations

AuthorityCategoryStatusDate
OH RA APPROVED 2025-09-12
  • OH RA
    APPROVED
    Since 2025-09-12

Branch Locations

Powell, OH • United States

Dublin, OH • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Wells Fargo Private Bank / Wells Fargo Bank, Na Columbus OH 07/2022 05/2023
Wells Fargo Private Bank / Wells Fargo Bank, Na Columbus OH 10/2018 06/2022
Wealthstone Inc Columbus OH 01/2016 09/2018
Concordia Wealth Planning, Llc Dublin OH 09/2025 Present
Fifth Third Private Bank / Fifth Third Bank, Na Columbus OH 05/2023 07/2025
  • 07/2022 → 05/2023
    Wells Fargo Private Bank / Wells Fargo Bank, Na
    Columbus, OH
  • 10/2018 → 06/2022
    Wells Fargo Private Bank / Wells Fargo Bank, Na
    Columbus, OH
  • 01/2016 → 09/2018
    Wealthstone Inc
    Columbus, OH
  • 09/2025 → Present
    Concordia Wealth Planning, Llc
    Dublin, OH
  • 05/2023 → 07/2025
    Fifth Third Private Bank / Fifth Third Bank, Na
    Columbus, OH
Previous Registrations
  • 2016-01-27 → 2018-09-13
    Wealthstone Advisors
    Columbus, OH
  • 2011-08-29 → 2015-12-31
    Point Guard Capital Llc
    Rockville, MD
  • 2008-08-07 → 2011-04-28
    Assetmark, Inc.
    Encino, CA
  • 2005-10-25 → 2008-08-06
    Genworth Financial Asset Management, Inc
    Encino, CA
  • 2005-01-21 → 2005-10-10
    Ameritas Investment Company, Llc
    Bethesda, MD
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2000-02-16
  • S66 Uniform Combined State Law Examination
    2000-02-16
Designations
Other Names
  • Christian Frederick Hviid
  • Christian Frederik Hviid

View on SEC IAPD

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