Timothy Koester, financial advisor Blue Ash OH

Timothy Koester

CRD Number: 6166067
Current Firm: Journey Advisory Group, LLC

Timothy Koester (CRD# 6166067) is an Investment Advisor Representative working at Journey Advisory Group, LLC in Blue Ash, OH and has over 10 years of experience in the finance industry. Timothy Koester has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.

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Professional Designations
Company Name Location Dates Years
Journey Advisory Group Blue Ash, OH Sep 2022 - Current 1
Ameriprise Financial Services, LLP Crestview Hills, KY Mar 2020 - Sep 2022 2
U.s. Bancorp Investments, Inc. Cincinnati, OH Jun 2018 - Jan 2020 1
Us Bank Cincinnati, OH Jun 2018 - Dec 2019 1
Wells Fargo Clearing Services, LLC Cincinnati, OH Nov 2016 - May 2018 1
Wells Fargo Advisors LLC Cincinnati, OH Dec 2014 - Nov 2016 1
Morgan Stanley Cincinnati, OH Feb 2013 - Nov 2014 1
Exam Code Name Passed Date
S66 NASAA Uniform Combined State Law Examination May 2013
Contact Info for Timothy J. Koester
Phone Number: 859-888-0356
Registered State(s):
  • OH
By the Numbers
  • Total Assets Under Management
    837
    MILLIONS
  • Total Number of Accounts
    1,527
    ACCOUNTS
  • Average Account Value
    $548,424
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Pension consulting services
  • Educational seminars/workshops
Types of Clients
Registered States

CA, FL, IN, KY, NH, OH, TX, WA

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