Invested Better
Unclaimed

Unclaimed

Unclaimed

Christian Richard Hyldahl

Fiscal Wisdom Wealth Management LLC

Use our Financial Advisor Match Tool to find your ideal match.
UnclaimedThis information is unverified and unclaimed information. Are you Christian? Claim Your Profile

About Christian Richard Hyldahl

Christian Hyldahl is a financial advisor with Fiscal Wisdom Wealth Management LLC, located in Canton, CT. Christian has been in the financial industry for over 20 years, and has experience working with individuals and families. Christian is a Chartered Financial Analyst (CFA), and is also a Registered Representative with the Financial Industry Regulatory Authority (FINRA). Christian is dedicated to helping his clients achieve their financial goals.

Firm Information

Christian Hyldahl is currently registered with Fiscal Wisdom Wealth Management LLC. Fiscal Wisdom Wealth Management LLC is a registered investment advisor based in Canton, CT. The firm provides financial planning, portfolio management for individuals, educational seminars, and other advisory services. With 13 licensed agents and 13 investment adviser representatives, Fiscal Wisdom manages over $213 million in assets for 2,064 accounts, primarily for individuals other than high-net-worth clients. The firm also acts as a solicitor to other investment advisors.
Fiscal Wisdom Wealth Management LLC

61 MAPLE AVENUE

CANTON, CT 06019

$213.79M

Assets Under Management

Not reported

Total Clients

10

Total Financial Advisors

Services Offered

Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.

check

financial planning services

Comprehensive financial plans to help you achieve your personal and business goals.

check

educational seminars & workshops

Seminars designed to boost your financial literacy and investment knowledge.

check

portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

check

solicitor to other ia's

Solicitor to other ia's

Fee Structure

Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.

check

percentage of assets

A percentage of the total value of assets under management is charged.

check

other

Solicitor fees

Find Your Ideal Financial Advisor

2

Your matches with an Advisor based on their qualifications and skills to help you achieve your financial goals. Get on the path to financial success today.

Christian Hyldahl’s Registration & Firm History

CT

03/28/2024 - Present

Fiscal Wisdom Wealth Management LLC (CANTON CT)

NY

01/25/2007 - 03/25/2008

KJM SECURITIES, INC. (BRONXVILLE NY)

PA

08/28/2003 - 03/16/2005

STANLEY LAMAN GROUP SECURITIES, LLC (BERWYN PA)

PA

03/27/2002 - 09/10/2003

RAMPART FINANCIAL SERVICES, INC. (DOYLESTOWN PA)

NY

10/10/1994 - 04/19/1996

MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (NEW YORK NY)

NJ

12/04/1992 - 12/08/1993

MENDHAM CAPITAL GROUP, INC. (ROSELAND NJ)

Not sure if Christian Richard Hyldahl is right for you?

Licenses & Designations

BC

Issued 04/08/2002

Series 63 - Uniform Securities Agent State Law Examination

IA

Issued 02/20/2002

Series 65 - Uniform Investment Adviser Law Examination

BC

Issued 08/04/2003

Series 28 - Introducing Broker/Dealer Financial Operations Principal Examination

BC

Issued 04/03/2002

Series 24 - General Securities Principal Examination

BC

Issued 03/26/2002

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There is public disclosure for Christian Richard Hyldahl. Review regulatory record here.
Not sure if Christian Richard Hyldahl is right for you?