TI
TI
Timothy Ivey
25 Years of Experience
Mount Angel, OR
1 DisclosureBroker
Timothy Ivey is a registered investment advisor at U.S. Bancorp Advisors, LLC, based in Mount Angel, OR, with 25 years of industry experience. Timothy operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Education Planning, Estate Planning, Retirement Planning. Their firm serves 3,279 clients with $1.5B in assets under management.
Compensation
Fee-Only (% of Portfolio)
Firm Size
1140 advisors
IM Fee
Planning only
Assets Under Management
$1.5B
Fee Structure
Detailed fee information is not available for this advisor. View their full brochure on SEC.gov for fee details.
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Location
250 N Main, Mount Angel, OR, 97362
Get directionsHistory
Regulatory History (1)
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Customer Dispute
January 2007Denied
Employment History
Current Registrations
U.S. Bancorp Advisors, LLC
February 2026 - Present · 3 mos
U.S. Bancorp Advisors, LLCBroker
February 2026 - Present · 3 mos
Previous Registrations
U.S. Bancorp Investments, INC.
January 2006 - February 2026 · 20 yrs 1 mo
U.S. Bancorp Investments, INC.Broker
September 2001 - February 2026 · 24 yrs 5 mos
UBS Painewebber INC.Broker
September 2000 - May 2001 · 8 mos
State Registrations18 states
AKAZCACOFLHIIAIDKSNCNYOKORSCTNTXUTWA
AdvisorBrokerBoth
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.