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Steven Thalheimer

Steven Thalheimer

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CRD#: 4488367
Steven Thalheimer

Professional summary

Being a previously registered professional could mean that this person is no longer operating under the supervision of the SEC or FINRA.

That means that the Securities and Exchange Commission may not be able to oversee the services that this specific professional is providing.

Steven Thalheimer, CFP® was a registered financial professional .

Steven is a previously registered financial professional and started their career in finance in 2002. Steven had worked at 1 firm .

Biography

Steve has been helping people in the DC area as they gain control of their financial lives and plan for their future goals and dreams for over 20 years.  He develops and implements holistic financial plans that integrate goal setting, cash flow, debt reduction, risk management, education, retirement, income tax and estate planning with savings and investments. Washingtonian magazine, has named Steve Thalheimer as one of the top financial planners in the DC metropolitan area several times over the last many years.  Before entering the field of financial planning, Steve worked in international economic development for 12 years, most of that time with the U.S. Peace Corps, both in the United States and abroad.
top-8-questions

Question & Answer

What are your service offerings?
Tax Planning
Employee and Employer Plan Ben...
Investment Planning
Life Transitions
Estate Planning
Comprehensive Financial Planni...
Insurance Planning
Retirement Planning
Education Planning
Do you have an area of expertise or specialization?
Federal Employees
Investment Advice with Ongoing...
LGBT Couples and Families
Middle Income Client Needs
Novice Investors
Retirement Planning & Distribu...
What is your minimum asset requirement?
1
How do you get paid?
Fee Only
Are you a "fiduciary"?
No

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.
The advisor shows no other business activity.

Blog Corner

CRS (Client Relationship Summary)

The CRS(Customer Relationship Summary) document is not provided.

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®

Certified Financial Planner

Start date: 2000

Experience

Past

February 15, 2002 - May 6, 2024

THALHEIMER FINANCIAL PLANNING, LLC

RIA
CRD#: 117610
SILVER SPRING, MD

State Registrations and Notice Filings

Listed states reflect where the advisor is authorized to serve clients under state regulations.

Visual representation of state registrations

This advisor is not registered in any state.

Exams

Current Firm

THALHEIMER FINANCIAL PLANNING, LLC
THALHEIMER FINANCIAL PLANNING, LLC
THALHEIMER FINANCIAL PLANNING | THALHEIMER, STEVEN | THALHEIMER FINANCIAL PLANNING, LLC

CRD#: 117610 / SEC#:

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Contact information

Main Address
8403 Colesville Road Suite 1100, Silver Spring, MD 20910
Mailing Address
Phone number
(301) 787-0528
Established
Firm type
Fiscal year end
# of Employees
1

Documents

Latest Form ADV

Regulatory assets under management

Total Number of Accounts109
AUM (Assets Under Management)$ 51,826,030

Red Flags

Disclosures can be potential red flags, including customer disputes, regulatory fines, employer terminations, bankruptcies, judgments, liens, or certain criminal activities.

Check for any disclosures as part of your thorough research when choosing an advisor.

Company Information

THALHEIMER FINANCIAL PLANNING, LLC

THALHEIMER FINANCIAL PLANNING, LLC

CRD#: 117610

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