Timothy William Pehl
Investment adviser representative at Luther Forest Wealth Advisors, L.L.C.
23 yearsExperience
1 stateRegistered in
CFP® certificationDesignation
$98.6MFirm assets
Are you Timothy William Pehl? Claim your profile
Contact this firm
How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assetsHourlyFixed or flat fee
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
- Pension consulting
Experience
23 years in the industry.
- Luther Forest Wealth Advisors, L.L.C.Sep 2006 to now
- Kumlander, Donofrio, Hay & Pehl, Cpas, LLPNov 2003 to now
Designations
- CFP® certification
Exams passed
- Series 63 · Uniform Securities Agent State Law1998
State registrations
Registered as an investment adviser representative in 1 state (NY).
Luther Forest Wealth Advisors, L.L.C.
$98.6MAssets managed
214Clients
2Advisers
19 yearsIn business
Official records
SEC data as of Sep 29, 2026. Registrations and firm details can change; confirm current status on the SEC's Investment Adviser Public Disclosure (opens in a new tab) site.
- Individual CRD
- 2981855
- Firm CRD
- 142714