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Brian Andrew Timm

PINNACLE WEALTH ADVISORS, INC.·CLACKAMAS, Oregon
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9200 SE SUNNYBROOK BOULEVARD, CLACKAMAS, OR 97015CRD# 7497662Firm CRD# 117517
01

About

Brian Andrew Timm is a registered financial advisor based in CLACKAMAS, Oregon, affiliated with PINNACLE WEALTH ADVISORS, INC.. This profile is generated from public SEC and FINRA registration data.

02

Focus Areas

Specialties
Financial Planning
Investment Management
Client Types
Individuals
High Net Worth Individuals
03

Firm Overview

Firm
PINNACLE WEALTH ADVISORS, INC.
PINNACLE WEALTH ADVISORS
AUM
$202M
Regulatory assets under management
Employees
7
Total firm employees
View all advisors at PINNACLE WEALTH ADVISORS, INC. →
Services
Financial planning
Portfolio management (individuals)
Publication of periodicals/newsletters
Security ratings or pricing services
04

Background

Compensation
Percentage of AUM
Hourly charges
Subscription fees
Regulatory
SEC/IARD CRD# 7497662
Firm CRD# 117517
3 disclosures on file
View on FINRA BrokerCheck →

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Frequently Asked Questions

What services does Brian Andrew Timm offer?
Brian Andrew Timm specializes in Financial Planning, Investment Management. Contact their office in CLACKAMAS, Oregon for a consultation.
What are Brian Andrew Timm's credentials?
Brian Andrew Timm is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Brian Andrew Timm located?
Brian Andrew Timm is based in CLACKAMAS, Oregon, working with PINNACLE WEALTH ADVISORS, INC.. Their office serves clients in the CLACKAMAS metropolitan area and surrounding communities.
How does Brian Andrew Timm charge for services?
Brian Andrew Timm's firm is compensated through percentage of aum, hourly charges, subscription fees. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.
How large is PINNACLE WEALTH ADVISORS, INC.?
PINNACLE WEALTH ADVISORS, INC. has approximately 7 employees and manages $202M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
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Other advisors in CLACKAMAS
Wai Ngan Henry Yu — SUMMA GLOBAL ADVISORS, LLCRaymond Alfred Birch — PINNACLE WEALTH ADVISORS, INC.Steven Michael Jossi — BIRCH & JOSSI FINANCIAL ADVISORS, INC.Gretchen Stangier — GRETCHEN STANGIER, INC.Rachel Jean Wakefield — SUMMA GLOBAL ADVISORS, LLC
Nearby cities in Oregon
PORTLAND (575)LAKE OSWEGO (152)BEND (47)EUGENE (40)SALEM (35)
City Guides
PORTLAND GuideLAKE OSWEGO GuideBEND GuideEUGENE GuideSALEM Guide
Research
Advisor Fees in OregonNational Fee Analysis
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