Madolynn
Stemmer

Steigerwald, Gordon & Koch - Wealth Advisors

CRD#7064894
Investment Advisor
in Leesburg, VA

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About this Advisor

Madolynn Stemmer is a certified financial planner operating out of Leesburg, Virginia with a total of 1 year of industry experience. Stemmer is an employee of Steigerwald, Gordon & Koch - Wealth Advisors. Their career trajectory has included roles at David Turch & Associates, Kendall Capital Management, Burney Company and Steigerwald, Gordon & Koch - Wealth Advisors. Stemmer maintains a Series 65 license, qualifying them as an investment advisor representative, and is able to advise clients in Texas and Virginia. Steigerwald, Gordon & Koch - Wealth Advisors is a firm based out of Leesburg, VA. The firm has offices in three locations and a total of 14 advisors. It administers $916 million in assets under management across its 628 client accounts, placing it among the bigger investment advisory firms in the country by assets under management. The firm advises eight charitable organizations. Of its 628 accounts, 55% are associated with high-net-worth individuals who have greater than $1 million in assets available to invest. The company provides a few services, including financial planning services, portfolio management for individuals and small businesses and portfolio management for institutional clients. A financial advisor's fees largely depend on the financial services. However, fee types charged by Steigerwald, Gordon & Koch - Wealth Advisors may include any blend of asset-based, hourly and fixed fees.

Certifications and Registrations

Series 65, CERTIFIED FINANCIAL PLANNER™

Years Registered*

1 year

Services Offered

Financial planning services, Portfolio management for individuals and/or small businesses, Portfolio management for businesses or institutional clients

Fee Structure

Percentage of Assets, Hourly Charges, Fixed Fees

Office Location

893-A Harrison Street, S.E.
Leesburg, VA 20175

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Steigerwald, Gordon & Koch - Wealth Advisors Brokerage Details

Total Assets Under Management

$915,845,852

VA Average: $1,835,309,194
Total Number of Employees

14

VA Average: 32
Total Number of Accounts

628

VA Average: 1,458
Average Account Size

$1,458,353

VA Average: $1,258,785

Investment Advisory Services

  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses or institutional clients

Madolynn Stemmer Work History

Madolynn has been registered as a financial advisor for 1 years.*

2022 - Present (2 years)

Steigerwald, Gordon & Koch - Wealth Advisors

2018 - 2021 (3 years)

Burney Company

2015 - 2018 (3 years)

Kendall Capital Management

2013 - 2015 (2 years)

David Turch & Associates

*The number of years registered in this profile is calculated by taking the year of an advisor's first active registration and subtracting it from the current year.

Disclosures

Please visit the SEC profile of Madolynn Stemmer to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.

Financial Advisors at Steigerwald, Gordon & Koch - Wealth Advisors

Madolynn Stemmer
Leesburg, VA
Harry Karageorge
Leesburg, VA
John Seraphin
Leesburg, VA
Darren Koch
Leesburg, VA
Eric Randolph
Leesburg, VA
Jeffrey Gordon
Leesburg, VA
John Steigerwald
Leesburg, VA

The content in this profile was updated by SmartAsset on 4/16/2023. All advisor details come from publicly available data, and we cannot guarantee the accuracy of the content. We are unable to make individual profile updates. If you want your profile removed temporarily or permanently, please contact profile-compliance@smartasset.com.

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Certified Financial Planner Board of Standards, Inc. (CFP Board) owns the certification marks CFP® and CERTIFIED FINANCIAL PLANNER™ in the United States, which it authorizes the use of by individuals who successfully complete CFP Board’s initial and ongoing certification requirements.

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