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Timothy William Pehl

LUTHER FOREST WEALTH ADVISORS, L.L.C.·MALTA, New York
Series 6, Series 63Clean record1 years registeredLUTHER FOREST WEALTH ADVISORS, L.L.C.
2715 ROUTE 9, MALTA, NY 12020CRD# 2981855Firm CRD# 142714

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed
Identity
Timothy William Pehl · MALTA, NY
Registration
CRD #2981855 · LUTHER FOREST WEALTH ADVISORS, L.L.C. · 1 years registered
Brand Profile
Not yet started
01

Career History

LUTHER FOREST WEALTH ADVISORS, L.L.C.
Sep 2024 – present
02

Registrations & Exams

FINRA examinations passed
Series 6
Series 63
Registration record
First registered · September 19, 2024
Years registered · 1
03

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD. Verify on FINRA BrokerCheck →

04

Firm Overview

Firm
LUTHER FOREST WEALTH ADVISORS, L.L.C.
CRD 142714 · SEC 801-67506
AUM
$72M
Regulatory assets under management
Employees
2
427 client accounts
Services offered by LUTHER FOREST WEALTH ADVISORS, L.L.C.
Per Form ADV
Financial planning
Portfolio management (individuals)
Client types served by the firm
Per Form ADV
Individuals
High Net Worth Individuals
View all advisors at LUTHER FOREST WEALTH ADVISORS, L.L.C. →
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05

Frequently Asked Questions

What services does Timothy William Pehl offer?
Timothy William Pehl specializes in Financial Planning, Investment Management. Contact their office in MALTA, New York for a consultation.
What are Timothy William Pehl's credentials?
Timothy William Pehl is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Timothy William Pehl located?
Timothy William Pehl is based in MALTA, New York, working with LUTHER FOREST WEALTH ADVISORS, L.L.C.. Their office serves clients in the MALTA metropolitan area and surrounding communities.
How does Timothy William Pehl charge for services?
Timothy William Pehl's firm is compensated through percentage of aum, hourly charges, subscription fees. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.
How large is LUTHER FOREST WEALTH ADVISORS, L.L.C.?
LUTHER FOREST WEALTH ADVISORS, L.L.C. has approximately 2 employees and manages $72M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
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Robert Richard Roback Jr.
MALTA, NY

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