AdvisorOS Directory
Claim Profile
Unclaimed Profile
TK

Timothy Stephen Koehl

BERNHARDT WEALTH MANAGEMENT, INC.·MCLEAN, Virginia
Clean recordBERNHARDT 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.
Brand Profile
Not yet started
Disclosure history
Clean record · no disclosure events on file
01

About

Timothy Stephen Koehl is a registered financial advisor based in MCLEAN, Virginia, affiliated with BERNHARDT WEALTH MANAGEMENT, INC.. 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

Speak with Timothy

No cost, no commitment — we'll confirm availability and reply within 2 business days.

Not sure if Timothy is the right fit? Take our 2-minute quiz →

03

Firm Overview

Firm
BERNHARDT WEALTH MANAGEMENT, INC.
BERNHARDT WEALTH MANAGEMENT, INC.
AUM
$667M
Regulatory assets under management
Employees
4
Total firm employees
View all advisors at BERNHARDT WEALTH MANAGEMENT, INC. →
Services
Financial planning
Portfolio management (individuals)
Selection of other advisers
04

Background

Compensation
Percentage of AUM
Hourly charges
Subscription fees
Regulatory
SEC/IARD CRD# 2498031
Firm CRD# 109353
View on FINRA BrokerCheck →

Looking for a financial advisor in MCLEAN?

Browse all registered financial advisors in MCLEAN, Virginia or claim this profile if it's yours.

Browse MCLEAN AdvisorsAre you this advisor? Claim profile
05

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.
Not sure what to look for in an advisor?
Try our free Advisor Match Quiz →

Other Advisors at BERNHARDT WEALTH MANAGEMENT, INC.

Bonnie Jane Armstrong
MCLEAN, VA
Solon George Vlasto
MCLEAN, VA

More Advisors in MCLEAN, Virginia

Gerald David Fensterheim
JER MANAGEMENT, LLC·MCLEAN, VA
David Lloyd Blisk
SPIRE WEALTH MANAGEMENT, LLC·MCLEAN, VA
Suzanne Marie Mckeown
SPIRE WEALTH MANAGEMENT, LLC·MCLEAN, VA
Charles Robert Devaney
CAPITAL ONE ADVISORS, LLC·MCLEAN, VA
Adam Ira Cohen
WILSON BENNETT CAPITAL MANAGEMENT INC·MCLEAN, VA
Linda Mae Tokar
ORION INVESTMENT ADVISORS, LLC·MCLEAN, VA

Browse by Specialty

Investment ManagementRetirement PlanningWealth ManagementFinancial PlanningFee-Only AdvisoryFinancial Education
Nearby cities in Virginia
RICHMOND (555)ARLINGTON (226)CHARLOTTESVILLE (203)ALEXANDRIA (149)RESTON (142)VIENNA (100)VIRGINIA BEACH (85)NORFOLK (74)FAIRFAX (61)GLEN ALLEN (60)
City Guides
RICHMOND GuideARLINGTON GuideCHARLOTTESVILLE GuideALEXANDRIA GuideRESTON Guide
Research
Advisor Fees in VirginiaNational Fee Analysis
Request removal of this profile