Darren A. Koch
STEIGERWALD, GORDON & KOCH - WEALTH ADVISORS
LEESBURG, VA 20175
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CRD#: 2359709
Professional summary
Darren Anthony Koch, CFP® is a registered financial advisor currently at STEIGERWALD, GORDON & KOCH - WEALTH ADVISORS located in Leesburg, Virginia.
Darren is registered as an IAR (Investment Advisor Representative) and started their career in finance in 1994. Darren has worked at 5 firms and has passed the Series 66, Series 63, Series 7 and Series 6 exams.
Biography
Our planning and investment team is comprised of John Steigerwald MBA, Jeff Gordon CFA, and Darren Koch CFP. More information is detailed on our website www.SGKwealthadvisors.com and in our ADV.
We founded our wealth management company on two common principles; a desire to provide quality financial strategies that buildand preserve client assets and a goal to deliver superior services tailored to meet client needs. Each client's financial situation, goals and timeline is unique. Some of our clients have never had a comprehensive Wealth Management Plan, others are at a crossroad in their lives and they need to refocus their portfolios towards changing goals and objectives. We apply our services to address each client’s unique needs for capital accumulation, financial security, asset distribution and preservation.
Question & Answer
What are your service offerings?
Retirement Income Management
Investment Planning
Small Business Planning
Social Security Planning
Retirement Planning
Comprehensive Financial Planni...
Do you have an area of expertise or specialization?
College/Education Planning
High Net Worth Client Needs
Investment Advice with Ongoing...
Retirement Plan Investment Adv...
Retirement Planning & Distribu...
What is your minimum asset requirement?
500K
Are you a "fiduciary"?
Yes
Aliases
None
Other business activities
Outside business activity is any business or activity undertaken by an advisor that is outside the scope of their relationship with their firm (e.g., consulting services, real estate, freelance work, teaching, etc.). Investors should stay informed about these activities to ensure no conflicts of interest.
SGK REAL ESTATE INVESTMENTS, LLC
891-A HARRISON STREET, S.E.
LEESBURG, VA 20175
THE PURPOSE OF THE COMPANY WAS TO PURCHASE THE BUILDING STEIGERWALD, GORDON & KOCH INC. OFFICES ARE LOCATED. SGK REAL ESTATE INVESTMENTS, LLC WAS FORMED FEBRUARY 17, 2015 BY JOHN STEIGERWALD, JEFFREY GORDON & DARREN KOCH. ALL ARE PARTNERS AND SPEND 1 HOUR AS MANAGEMENT.
CRS (Client Relationship Summary) - RIA
Click below to view Darren Anthony Koch's CRS (Customer Relationship Summary).
Certified licenses
Advisors may have various certifications and credentials from different organizations. AdvisorCheck highlights these seven certifications - AIF®, CFP®, ChFC®, CFA, CLU®, CIMA®, CPWA®
CFP®
Start date: 2008
Experience
Current
January 15, 2005 - Present
STEIGERWALD, GORDON & KOCH - WEALTH ADVISORS
Office #1: 891-a Harrison Street, S.e., Leesburg, VA 20175RIA
CRD#: 111685
LEESBURG, VA
Past
June 5, 2001 - November 29, 2004
CHARLES SCHWAB & CO., INC.
RIA
CRD#: 5393
, VA
Past
December 21, 1998 - November 29, 2004
CHARLES SCHWAB & CO., INC.
BD
CRD#: 5393
WESTLAKE, TX
Past
May 22, 1998 - November 9, 1998
CITICORP INVESTMENT SERVICES
BD
CRD#: 23988
LONG ISLAND CITY, NY
Past
August 3, 1994 - February 21, 1997
VOYA FINANCIAL ADVISORS, INC.
BD
CRD#: 2882
WINDSOR, CT
Past
April 27, 1994 - August 10, 1994
WOODBURY FINANCIAL SERVICES, INC.
BD
CRD#: 421
OAKDALE, MN
Primary Firm SEC Registration
This SEC-registered firm can serve clients nationwide. Some states may require the firm to submit a notice filing if the firm has more than 5 clients or a physical office there. You can view these state-level filings under the section titled "State Registrations and Notice Filings".
SG
STEIGERWALD, GORDON & KOCH - WEALTH ADVISORS
RIGGS STEIGERWALD INC. | STEIGERWALD, GORDON & KOCH INC. | STEIGERWALD, GORDON & KOCH - WEALTH ADVISORS | STEIGERWALD, GORDON & KOCH WEALTH ADVISORS | SGK WEALTH ADVISORS
CRD#: 111685 / SEC#: 801-55694
RIA
Registered Investment Advisory firm - (7/7/1998 Approved)State Registrations and Notice Filings
Listed states reflect where the advisor is authorized to serve clients under state regulations.
IAR
means the advisor is registered as an Investment Advisor Representative in this state and is authorized to provide investment advice to clients there.Highlighted states indicate IAR registrations
IAR
Texas(1/25/2010)
IAR
Virginia(2/11/2005)
Exams
State Security Law Exam
State Security Law Exam
General Industry/Product Exam
General Industry/Product Exam
Current Firm
SG
STEIGERWALD, GORDON & KOCH - WEALTH ADVISORS
RIGGS STEIGERWALD INC. | STEIGERWALD, GORDON & KOCH INC. | STEIGERWALD, GORDON & KOCH - WEALTH ADVISORS | STEIGERWALD, GORDON & KOCH WEALTH ADVISORS | SGK WEALTH ADVISORS
CRD#: 111685 / SEC#: 801-55694
RIA
Registered Investment Advisory firm - (7/7/1998 Approved)Upgrade to AdvisorCheck Premium
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Contact information
Main Address
893-a Harrison Street, S.e., Leesburg, VA 20175
Mailing Address
Phone number
(703) 777-8826
Established
Firm type
Fiscal year end
# of Employees
17
SEC notice filing (20 States and Territories)
Documents
Regulatory assets under management
| Total Number of Accounts | 2,290 |
| AUM (Assets Under Management) | $ 1,214,846,098 |
Red Flags
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Check for any disclosures as part of your thorough research when choosing an advisor.
