TC
TC

Timothy John Cooper

17 Years of Experience
May Earn CommissionSells Insurance
Areas of Practice
Retirement PlanningInvestment Management
Compensation
Commission-BasedFee-Only (AUM)Fixed/Hourly
Firm Size
8 advisors
Number of Clients
334 clients
Average Client Portfolio
$7.4M average
Assets Under Management
$2.5B

Fee Structure

Minimum Investment:$5M
Financial Planning:Investment management only
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.

Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.

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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 5 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
Exams
No exam information available for this advisor.