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Darren Anthony Koch

Steigerwald, Gordon & Koch - Wealth Advisors

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About Darren Anthony Koch

Darren Anthony Koch is a financial advisor who has been in the industry since 1994. Darren is currently registered with Steigerwald, Gordon & Koch - Wealth Advisors and has been with the firm since January 2005. Darren has worked with a number of other firms in the past, including Charles Schwab & Co., Inc., CITICORP INVESTMENT SERVICES, WASHINGTON SQUARE SECURITIES, INC. and FORTIS INVESTORS, INC. Darren holds the following licenses: Series 6, Series 7, Series 63 and Series 66. Darren also holds a designation. Darren specializes in providing financial planning, portfolio management for businesses and portfolio management for individuals.

Firm Information

Darren Koch is currently registered with Steigerwald, Gordon & Koch - Wealth Advisors. Steigerwald, Gordon & Koch - Wealth Advisors is an independent, fee-only wealth management firm located in Leesburg, Virginia. With over $1 billion in assets under management, the firm provides comprehensive financial planning and portfolio management services for individuals, families, and charitable organizations. The team of experienced advisors specializes in helping clients achieve their financial goals through personalized strategies tailored to their unique needs and risk tolerance.
Steigerwald, Gordon & Koch - Wealth Advisors

893-A HARRISON STREET, S.E.

LEESBURG, VA 20175

$1.05B

Assets Under Management

Not reported

Total Clients

8

Total Financial Advisors

Services Offered

Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.

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financial planning services

Comprehensive financial plans to help you achieve your personal and business goals.

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portfolio management for businesses

Custom portfolio management strategies for businesses to achieve long-term growth.

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portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

Fee Structure

Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.

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fixed fees

Set rates for specific services, regardless of time or assets managed.

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percentage of assets

A percentage of the total value of assets under management is charged.

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Darren Koch’s Registration & Firm History

VA

02/11/2005 - Present

Steigerwald, Gordon & Koch - Wealth Advisors (LEESBURG VA)

TX

12/21/1998 - 11/29/2004

CHARLES SCHWAB & CO., INC. (WESTLAKE TX)

NY

05/22/1998 - 11/09/1998

CITICORP INVESTMENT SERVICES (LONG ISLAND CITY NY)

CT

08/03/1994 - 02/21/1997

WASHINGTON SQUARE SECURITIES, INC. (WINDSOR CT)

MN

04/27/1994 - 08/10/1994

FORTIS INVESTORS, INC. (OAKDALE MN)

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Licenses & Designations

BOTH

Issued 04/05/2001

Series 66 - Uniform Combined State Law Examination

BC

Issued 05/17/1994

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 07/23/1998

Series 7 - General Securities Representative Examination

BC

Issued 04/25/1994

Series 6 - Investment Company Products/Variable Contracts Representative Examination

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are no public disclosures for Darren Anthony Koch.
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