Paul Bechtelheimer
Investment adviser representative at Anchored Financial Planning LLC
13 yearsExperience
1 stateRegistered in
$182.9MFirm assets
Under 1 yearFirm in business
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How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assetsFixed or flat fee
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
Experience
13 years in the industry.
- Anchored Financial Planning LLCDec 2025 to now
- Rsmg Select FutsalNov 2023 to now
- Real JfcJun 2023 to now
- Edward JonesMay 2022 to Dec 2025
- Richard Stockton College of NjSep 2021 to May 2022
- Kelley ServicesAug 2021 to Apr 2022
- UnemployedNov 2013 to Jun 2021
Exams passed
- Series 66 · Uniform Combined State Law2024
State registrations
Registered as an investment adviser representative in 1 state (NJ).
Anchored Financial Planning LLC
$182.9MAssets managed
500Clients
2Advisers
Under 1 yearIn 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
- 7538976
- Firm CRD
- 336537