Tim D. Kohler - Financial Advisors

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Tim D. Kohler

Why I Love My Job

My colleagues treat me with respect and kindness. And I’m entrusted with the freedom to innovate and create new approaches that will help us improve as a firm. I enjoy finding ways to solve the ‘unsolvable’ problems that come up on a regular basis.

Tim’s responsibilities encompass a range of projects and tasks—all of which are aimed at ensuring that our professional teams have the tools needed to help our clients succeed. Tim implements and trades portfolios, with an eye to developing systems and procedures to streamline internal processes. “Streamlining these processes allows our service teams to spend more of their time where it matters—with clients,” he says. He also assists HH’s Operations division with back-office projects.

A favorite part of Tim’s role is “innovating and creating new approaches that will help us improve as a firm. I enjoy finding ways to solve the ‘unsolvable’ problems that come up on a regular basis.” He’s also grateful for the back and forth he shares with his HH colleagues, “having the opportunity to absorb their wisdom as well as passing on the knowledge I accumulate.”

Tim first joined us as an operations intern in 2012 while an undergraduate at Cal State Long Beach. He was named Trading Manager in 2014 and to his current role in 2022. He has also worked as a performance effectiveness consultant for a restaurant. His first job out of high school was serving as admin assistant and factotum for a top-U.S.-ranked Realtor in Bakersfield, his hometown.

He earned his B.S. from California State University in 2015, majoring in Finance and minoring in Economics.

Tim loves to unwind by working out at the gym. For the past several years, he’s been practicing Olympic weightlifting, and enjoys the challenges of this sport. Want to know what it’s like to snatch 225 pounds? Ask him! Taking on new physical challenges seems to be part of Tim’s DNA. He says the scariest experience of his life, by far, was bungee jumping.

Fun Fact

I have skydived, bungee jumped, and been canyoning, but I have never broke a bone.

HH ranked No. 8 on the 2023 CNBC Financial Advisor 100 list

Last received September 2023 based on 12/31/2022 data.
CNBC enlisted data provider AccuPoint Solutions to assist with ranking.

View Ranking
Disclaimer and Methodology

Disclaimer

The rating is not indicative of Halbert Hargrove Global Advisors future performance. Halbert Hargrove Global Advisors did not pay a fee to participate in the survey.

Methodology

CNBC enlisted data provider AccuPoint Solutions to assist with the ranking of registered investment advisors for this year’s FA 100 list.

The methodology consisted of first analyzing a variety of core data points from AccuPoint Solutions’ proprietary database of registered investment advisors. This analysis started with an initial list of 40,646 RIA firms from the Securities and Exchange Commission regulatory database. Through a process, the list was eventually cut to 812 RIAs with those firms meeting CNBC’s proprietary criteria.

CNBC staff sent an extensive email survey to all those firms that met the initial criteria to gather more details. In turn, those advisory firms filled out a comprehensive application in regard to their practice. The CNBC team verified that data with those firms and with the SEC regulatory database. AccuPoint once again applied CNBC’s proprietary weighted categories to further refine and rank the firms, ultimately creating the list of the top 100 firms.

The primary data points used in the analysis were reviewed, either as a minimum baseline or within a range, eliminating those firms that did not meet CNBC’s requirements. Once the initial list was compiled, weightings were also applied accordingly. These data points included:

Advisory firm’s regulatory/compliance record. (editor’s note: Each advisory firm’s CRD number was checked for validity. Any firm that had a disclosure on its SEC ADV was automatically disqualified from the ranking)
Number of years in the business.
Number of certified financial planners.
Number of employees.
Number of investment advisors registered with the firm.
The ratio of investment advisors to total number of employees.
Total assets under management.
Percentage of discretionary assets under management.
Total accounts under management.
Number of states where the RIA is registered.
Country of domicile.