Unclaimed Profile

Timothy Wayne Schmidt

OAK HILL WEALTH ADVISORS, LLC·LANSDOWNE, Virginia

SIE, Series 7TO, Series 66CFPClean record7 years registeredOAK HILL WEALTH ADVISORS, LLC

19415 DEERFIELD AVE, LANSDOWNE, VA 20176CRD# 7111941Firm CRD# 318606

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed

Identity

Timothy Wayne Schmidt · LANSDOWNE, VA

Registration

CRD #7111941 · OAK HILL WEALTH ADVISORS, LLC · 7 years registered

Brand Profile

Not yet started

Career History

No current investment adviser registration

Last registered firm: OAK HILL WEALTH ADVISORS, LLC

OAK HILL WEALTH ADVISORS, LLC

May 2022 – Oct 2025

LANSDOWNE, VA

WELLS FARGO CLEARING SERVICES, LLC

Jun 2019 – May 2022

LEESBURG, VA

Registrations & Exams

FINRA examinations passed

SIE

Series 7TO

Series 66

Registration record

First registered · June 25, 2019

Years registered · 7

Professional designation · CFP

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD. Verify on FINRA BrokerCheck →

Firm Overview

Firm

OAK HILL WEALTH ADVISORS, LLC

CRD 318606 · SEC 801-123308

AUM

$542M

Regulatory assets under management

Employees

1,156 client accounts

Services offered by OAK HILL WEALTH ADVISORS, LLC

Per Form ADV

Financial planning

Portfolio management (individuals)

Selection of other advisers

Publication of periodicals/newsletters

Client types served by the firm

Per Form ADV

Individuals

High Net Worth Individuals

View all advisors at OAK HILL WEALTH ADVISORS, LLC →

Introduction

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Frequently Asked Questions

What services does Timothy Wayne Schmidt offer?

Timothy Wayne Schmidt specializes in Financial Planning, Investment Management, Wealth Management.

What are Timothy Wayne Schmidt's credentials?

Timothy Wayne Schmidt holds the following professional designations: CFP. These credentials require rigorous education, examination, and ongoing continuing education.

Where is Timothy Wayne Schmidt located?

Timothy Wayne Schmidt is based in LANSDOWNE, Virginia, last registered with OAK HILL WEALTH ADVISORS, LLC.

How does Timothy Wayne Schmidt charge for services?

Timothy Wayne Schmidt's firm is compensated through percentage of aum, subscription fees. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.

How large is OAK HILL WEALTH ADVISORS, LLC?

OAK HILL WEALTH ADVISORS, LLC has approximately 9 employees and manages $542M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.

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