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Timothy Wayne Schmidt

OAK HILL WEALTH ADVISORS, LLC·LANSDOWNE, Virginia
Clean recordOAK 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
Brand Profile
Not yet started
Disclosure history
Clean record · no disclosure events on file
01

About

Timothy Wayne Schmidt is a registered financial advisor based in LANSDOWNE, Virginia, affiliated with OAK HILL WEALTH ADVISORS, LLC. This profile is generated from public SEC and FINRA registration data.

02

Focus Areas

Specialties
Financial Planning
Investment Management
Wealth Management
Client Types
Individuals
High Net Worth Individuals
Introduction

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03

Firm Overview

Firm
OAK HILL WEALTH ADVISORS, LLC
OAK HILL WEALTH ADVISORS, LLC
AUM
$542M
Regulatory assets under management
Employees
9
Total firm employees
View all advisors at OAK HILL WEALTH ADVISORS, LLC →
Services
Financial planning
Portfolio management (individuals)
Selection of other advisers
Publication of periodicals/newsletters
04

Background

Compensation
Percentage of AUM
Subscription fees
Regulatory
SEC/IARD CRD# 7111941
Firm CRD# 318606
View on FINRA BrokerCheck →

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05

Frequently Asked Questions

What services does Timothy Wayne Schmidt offer?
Timothy Wayne Schmidt specializes in Financial Planning, Investment Management, Wealth Management. Contact their office in LANSDOWNE, Virginia for a consultation.
What are Timothy Wayne Schmidt's credentials?
Timothy Wayne Schmidt is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Timothy Wayne Schmidt located?
Timothy Wayne Schmidt is based in LANSDOWNE, Virginia, working with OAK HILL WEALTH ADVISORS, LLC. Their office serves clients in the LANSDOWNE metropolitan area and surrounding communities.
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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Other Advisors at OAK HILL WEALTH ADVISORS, LLC

Neil Lambdin Christ
LANSDOWNE, VA
Patrick Wallace Larkin
LANSDOWNE, VA
Bonny Lynn Brown
LANSDOWNE, VA

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Research
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