Christian Richard Hyldahl

CFA

20 Years of Experience

2 Disclosures

Areas of Practice

Investment ManagementRetirement PlanningTax PlanningEstate PlanningFinancial Planning & CoachingInsurance PlanningBusiness OwnersHigh Net Worth

Fiscal Wisdom Wealth Management LLC

Compensation

Fee-Only (AUM)Fixed/Hourly

Firm Size

10 advisors

Number of Clients

2,579 clients

Average Client Portfolio

$101K average

Assets Under Management

$259.8M

Fee Structure

Minimum Investment:None

Minimum Annual Fee:$1,000

Location

61 Maple Avenue, Canton, CT, 06019

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History

Regulatory History (2)

What are disclosures? Advisors must report customer complaints, regulatory actions, and certain legal or financial events to the SEC. Not all disclosures are serious—many are settled disputes or minor violations. Learn how to evaluate them.

Judgment / Lien

July 2014

Customer Dispute

June 2009

Award / Judgment

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Other Business Activities

Christian is the President of Varium Investment Partners, a CIO solution for independent registered investment advisors, since 2018.

Employment History

Current Registrations

Fiscal Wisdom Wealth Management LLC

March 2024 - Present · 1 yr 11 mos

Previous Registrations

Copper Beech Financial Group, LLC

April 2022 - February 2024 · 1 yr 10 mos

Varium Investment Partners, LLC

September 2015 - March 2018 · 2 yrs 6 mos

Kjm Securities, INC.Broker

January 2007 - March 2008 · 1 yr 2 mos

Archstone Investment Management

April 2005 - May 2014 · 9 yrs 1 mo

Archstone Investment Management

April 2005 - December 2010 · 5 yrs 8 mos

Stanley Laman Group Securities, LLCBroker

August 2003 - March 2005 · 1 yr 7 mos

Stanley-Laman Group LTD.

November 2002 - June 2011 · 8 yrs 7 mos

Sel Capital Management, LLC

November 2002 - March 2006 · 3 yrs 4 mos

Rampart Financial Services, INC.Broker

March 2002 - September 2003 · 1 yr 6 mos

Merrill Lynch, Pierce, Fenner & Smith IncorporatedBroker

October 1994 - April 1996 · 1 yr 6 mos

Mendham Capital Group, INC.Broker

December 1992 - December 1993 · 1 yr

State Registrations2 states

CTNC

Advisor

Exams

No exam information available for this advisor.