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Timothy Stephen Koehl

Investment Adviser Representative at MODERA WEALTH MANAGEMENT, LLC

Mclean, VACRD #2498031Dual-registered
No disclosures on record
Sourced from SEC IAPD & FINRA BrokerCheck
Years of Experience
18 yrs
States Registered
2 states
Exams Passed
3

Registrations & licenses

Registration type
Dual-registered
Registered in 2 states
TexasVirginia
Examinations passed
Series 66
Uniform Combined State Law Examination
Passed 1/24/2008
Series 63
Uniform Securities Agent State Law Examination
Passed 9/29/1994
Series 7
General Securities Representative Examination
Passed 9/23/1994

Approximate fees

Estimated from the firm's Form ADV — individual terms may differ. Not a quote.

Primary fee model
Assets Under Management (AUM)
Source

Modera Wealth Management, LLC Form ADV Part 2A (Item 5), most recent annual amendment.

Employment history

Registration history as reported to FINRA, most recent first.

MODERA WEALTH MANAGEMENT, LLCCurrent
11/17/2022Mclean, VA
BERNHARDT WEALTH MANAGEMENT, INC.
3/12/201011/30/2022Mclean, VA
CHARLES SCHWAB & CO., INC.
10/6/20082/26/2010Reston, VA
EDWARD JONES
1/28/20086/25/2008Front Royal, VA

Official records & sources

Data as of August 9, 2026 · Source: SEC IAPD & FINRA BrokerCheck

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About this profile

This profile was compiled and published by AdvisorFinder as editorial content using publicly available information from the SEC's IAPD database and FINRA BrokerCheck. Timothy Stephen Koehl has not reviewed, approved, or endorsed this profile and is not responsible for its accuracy. Regulatory records change over time — always verify the current record directly on BrokerCheck or SEC.gov before making any decision. AdvisorFinder may be compensated for referrals generated through this page.

Timothy Stephen Koehl - Financial Advisor in Mclean, VA | AdvisorFinder