Unclaimed Profile

Timothy Stephen Koehl

BERNHARDT WEALTH MANAGEMENT, INC.·MCLEAN, Virginia

Series 7, Series 63, Series 66Clean record18 years registeredBERNHARDT WEALTH MANAGEMENT, INC.

7601 LEWINSVILLE ROAD, MCLEAN, VA 22102CRD# 2498031Firm CRD# 109353

Profile Verification

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

Identity

Timothy Stephen Koehl · MCLEAN, VA

Registration

CRD #2498031 · BERNHARDT WEALTH MANAGEMENT, INC. · 18 years registered

Brand Profile

Not yet started

Career History

MODERA WEALTH MANAGEMENT, LLC

Nov 2022 – present

BERNHARDT WEALTH MANAGEMENT, INC.

Mar 2010 – Nov 2022

MCLEAN, VA

CHARLES SCHWAB & CO., INC.

Oct 2008 – Feb 2010

RESTON, VA

EDWARD JONES

Jan 2008 – Jun 2008

FRONT ROYAL, VA

Registrations & Exams

FINRA examinations passed

Series 7

Series 63

Series 66

Registration record

First registered · January 28, 2008

Years registered · 18

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD. Verify on FINRA BrokerCheck →

Firm Overview

Firm

BERNHARDT WEALTH MANAGEMENT, INC.

CRD 109353 · SEC 801-57320

AUM

$667M

Regulatory assets under management

Employees

1,040 client accounts

Services offered by BERNHARDT WEALTH MANAGEMENT, INC.

Per Form ADV

Financial planning

Portfolio management (individuals)

Selection of other advisers

Client types served by the firm

Per Form ADV

Individuals

High Net Worth Individuals

View all advisors at BERNHARDT WEALTH MANAGEMENT, INC. →

Introduction

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Frequently Asked Questions

What services does Timothy Stephen Koehl offer?

Timothy Stephen Koehl specializes in Financial Planning, Investment Management, Wealth Management. Contact their office in MCLEAN, Virginia for a consultation.

What are Timothy Stephen Koehl's credentials?

Timothy Stephen Koehl is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.

Where is Timothy Stephen Koehl located?

Timothy Stephen Koehl is based in MCLEAN, Virginia, working with BERNHARDT WEALTH MANAGEMENT, INC.. Their office serves clients in the MCLEAN metropolitan area and surrounding communities.

How does Timothy Stephen Koehl charge for services?

Timothy Stephen Koehl'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 BERNHARDT WEALTH MANAGEMENT, INC.?

BERNHARDT WEALTH MANAGEMENT, INC. has approximately 4 employees and manages $667M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.

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