TC
TC

Timothy Cooper

17 Years of Experience
May Earn CommissionSells Insurance

Timothy Cooper is a registered investment advisor at Deschutes Investment Consulting, LLC, based in Portland, OR, with 17 years of industry experience. Their practice areas include Retirement Planning. Their firm serves 334 clients with $2.5B in assets under management.

Compensation
Commission-BasedFee-Only (% of Portfolio)Fixed/Hourly
Firm Size
10 advisors
IM Fee
Planning only
Assets Under Management
$2.5B

Fee Structure

Minimum Investment:$5M
Investment management only (planning not offered)
One-Time Plan:$2,500 - $500,000
Hourly Rate:$250 - $350/hr
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Location

200 SW Market Street, Suite 550, Portland, OR, 97201

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History

Regulatory History
Clean regulatory record

No disclosures, customer disputes, or regulatory actions on file.

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Other Business ActivitiesSells Insurance

Timothy is a Senior VP of Employee Benefits at Brown & Brown Northwest since 2013, an insurance agency/brokerage/consulting firm. His duties include sales, consulting, and service of employee benefit plan clients (life and health insurance), taking more than full-time hours per month, with full-time hours during trading hours.

Employment History
Current Registrations
Deschutes Investment Consulting, LLC
September 2014 - Present · 11 yrs 7 mos
Previous Registrations
Financial Telesis, INC.
October 2008 - September 2014 · 5 yrs 11 mos
Kms Financial Services, INC
August 2003 - December 2003 · 4 mos
State Registrations1 state
OR
Advisor

You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.

Exams
No exam information available for this advisor.