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PB

Paul Bechtelheimer

ANCHORED FINANCIAL PLANNING
WEST DEPTFORD, NJ 08096
Some features on this profile are disabled
CRD#: 7538976
PB

Professional summary

Paul Bechtelheimer, who also goes by Paul Robert Bechtelheimer, is a registered financial advisor currently at ANCHORED FINANCIAL PLANNING LLC located in West Deptford, New Jersey.

Paul is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2023. Paul has worked at 2 firms and has passed the Series 66, Series 7TO and SIE exams.

Question & Answer

Are you a "fiduciary"?
Yes

Aliases

Paul Robert Bechtelheimer

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) - RIA

Click below to view Paul Bechtelheimer's CRS (Customer Relationship Summary).
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®
None

Experience

Current

December 5, 2025 - Present

ANCHORED FINANCIAL PLANNING LLC

Office #1: 875 Mantua Pike #9, West Deptford, NJ 08096
RIA
CRD#: 336537
WEST DEPTFORD, NJ
Past

January 25, 2024 - December 13, 2025

EDWARD JONES

RIA
CRD#: 250
West Deptford, NJ
Past

December 12, 2023 - December 13, 2025

EDWARD JONES

BD
CRD#: 250
West Deptford, NJ

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
New Jersey
(12/5/2025)

Exams

State Security Law Exam
RR
IAR
Series 66
Date: 1/11/2024
Uniform Combined State Law Examination
General Industry/Product Exam
RR
Series 7TO
Date: 12/12/2023
General Securities Representative Examination
General Industry/Product Exam
RR
SIE
Date: 8/22/2023
Securities Industry Essentials Examination

Current Firm

AF
ANCHORED FINANCIAL PLANNING LLC
ANCHORED FINANCIAL PLANNING LLC

CRD#: 336537 / SEC#: 801-134476

RIA
Registered Investment Advisory firm - (11/13/2025 120-Day Approval)
PREMIUM
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Catch Firm Red Flags SoonerCatch leadership changes and disclosures early, before issues escalate.
Trends, Not Just SnapshotsMonitor firm stability metrics like AUM and advisor ratios over time.

Contact information

Main Address
875 Mantua Pike #9, West Deptford, NJ 08096
Mailing Address
Phone number
(856) 796-3500
Established
Firm type
Fiscal year end
# of Employees
5

SEC notice filing (5 States and Territories)

Blank US states mapAlaskaHawaiiAlabamaArkansasArizonaCaliforniaColoradoConnecticutDelawareFloridaGeorgiaIowaIdahoIllinoisIndianaKansasKentuckyLouisianaMassachusettsMarylandMaineMichiganMinnesotaMissouriMississippiMontanaNorth CarolinaNorth DakotaNebraskaNew HampshireNew JerseyNew MexicoNevadaNew YorkOhioOklahomaOregonPennsylvaniaRhode IslandSouth CarolinaSouth DakotaTennesseeTexasUtahVirginiaVermontWisconsinWest VirginiaWyoming

Documents

Customer Relationship Summary (CRS / SEC)Latest Form ADV

Part 2 Brochures

AFP WRAP BROCHURE (12/5/2025)
AFP ADV PART 2A (12/5/2025)
0

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

ANCHORED FINANCIAL PLANNING LLC

CRD#: 336537West Deptford, NJ 08096

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