Timothy J. Cooper

DESCHUTES INVESTMENT CONSULTING

Portland, OR 97201

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CRD#: 1891767

Professional summary

Timothy John Cooper, AIF®, who also goes by Tim J Cooper, Tim Cooper, Timothy J Cooper, is a registered financial advisor currently at DESCHUTES INVESTMENT CONSULTING, LLC located in Portland, Oregon.

Timothy is registered as an IAR (Investment Advisor Representative) and started their career in finance in 1989. Timothy has worked at 7 firms and has passed the Series 66, Series 63, Series 7, Series 6 and Series 26 exams.

Question & Answer

Are you a "fiduciary"?

Yes

Aliases

Tim J Cooper | Tim Cooper | Timothy J Cooper

Other business activities

Outside business activity is any business or activity undertaken by an advisor that is outside the scope of their relationship with their firm (e.g., consulting services, real estate, freelance work, teaching, etc.). Investors should stay informed about these activities to ensure no conflicts of interest.

BROWN & BROWN NORTHWEST. SINCE 07/2013.NON-INVESTMENT RELATED. IS 2701 NW VAUGHN, PORTLAND, OR 97210. INSURANCE AGENCY/BROKERAGE/CONSULTING. POSITION-SR. VP EMPLOYEE BENEFITS. DUTIES ARE SALES, CONSULTING AND SERVICE OF EMPLOYEE BENEFIT PLAN CLIENTS (LIFE AND HEALTH INSURANCE). 200 HOURS/MONTH. 160 HOURS/MONTH DURING TRADING HOURS.

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Timothy John Cooper's CRS (Customer Relationship Summary).

CRS (Customer Relationship Summary)

Certified licenses

Advisors may have various certifications and credentials from different organizations. AdvisorCheck highlights these seven certifications - AIF®, CFP®, ChFC®, CFA, CLU®, CIMA®, CPWA®

AIF^®

Accredited Investment Fiduciary

Experience

Current

September 26, 2014 - Present

DESCHUTES INVESTMENT CONSULTING, LLC

Office #1: 200 Sw Market Street Suite 550, Portland, OR 97201

RIA

CRD#: 155312

Portland, OR

Past

October 23, 2008 - September 2, 2014

FINANCIAL TELESIS INC

RIA

CRD#: 31012

PORTLAND, OR

Past

October 23, 2008 - September 2, 2014

FINANCIAL TELESIS INC

CRD#: 31012

PORTLAND, OR

Past

November 27, 2006 - October 8, 2008

SECURITIES AMERICA, INC.

CRD#: 10205

PORTLAND, OR

Past

January 29, 2004 - September 22, 2006

NEW ENGLAND SECURITIES

CRD#: 615

PORTLAND, OR

Past

August 4, 2003 - December 31, 2003

KMS FINANCIAL SERVICES, INC.

RIA

CRD#: 3866

PORTLAND, OR

Past

December 19, 2001 - December 31, 2003

KMS FINANCIAL SERVICES, INC.

CRD#: 3866

SEATTLE, WA

Past

October 15, 1999 - January 16, 2001

ONE ORCHARD EQUITIES, INC.

CRD#: 42124

GREENWOOD VILLAGE, CO

Past

January 3, 1997 - October 31, 1997

ONE ORCHARD EQUITIES, INC.

CRD#: 42124

GREENWOOD VILLAGE, CO

Past

January 6, 1989 - January 3, 1997

THE GREAT-WEST LIFE ASSURANCE COMPANY

CRD#: 5927

ENGLEWOOD, CO

Primary Firm SEC Registration

This SEC-registered firm can serve clients nationwide. Some states may require the firm to submit a notice filing if the firm has more than 5 clients or a physical office there. You can view these state-level filings under the section titled "State Registrations and Notice Filings".

DESCHUTES INVESTMENT CONSULTING, LLC

CRD#: 155312 / SEC#: 801-72021

RIA

Registered Investment Advisory firm - (1/3/2011 Approved)

State Registrations and Notice Filings

Listed states reflect where the advisor is authorized to serve clients under state regulations.

IAR

means the advisor is registered as an Investment Advisor Representative in this state and is authorized to provide investment advice to clients there.

Highlighted states indicate IAR registrations

IAR

Oregon
(9/26/2014)

Don't see your state listed? The advisor may still be able to work with you under the federal De Minimis Rule, which allows up to five investment advisory clients in a state without registration. Some states, like TX, LA, NE, and NH, may still require registration or notice filing. Contact the advisor or their firm to confirm their investment advisory availability in your state.

Exams

State Security Law Exam

IAR

Series 66

Date: 5/2/2002

Uniform Combined State Law Examination

State Security Law Exam

Series 63

Date: 12/3/1996

Uniform Securities Agent State Law Examination

General Industry/Product Exam

Series 7

Date: 3/20/2002

General Securities Representative Examination

General Industry/Product Exam

Series 6

Date: 1/5/1989

Investment Company Products/Variable Contracts Representative Examination

Principal/Supervisory Exam

Series 26

Date: 7/16/1997

Investment Company Products/Variable Contracts Principal Examination

Current Firm

DESCHUTES INVESTMENT CONSULTING, LLC

CRD#: 155312 / SEC#: 801-72021

RIA

Registered Investment Advisory firm - (1/3/2011 Approved)

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Contact information

Main Address

200 Sw Market Street Suite 550, Portland, OR 97201

Mailing Address

Phone number

(503) 224-3700

Established

Firm type

Fiscal year end

# of Employees

SEC notice filing (4 States and Territories)

Documents

Customer Relationship Summary (CRS / SEC)

Latest Form ADV

Part 2 Brochures

DESCHUTES INVESTMENT CONSULTING, LLC FORM ADV PART 2 FOR INSTITUTIONS (2/26/2025)

DESCHUTES INVESTMENT CONSULTING, LLC FORM ADV PART 2 FOR INDIVIDUALS (2/26/2025)

Regulatory assets under management

Total Number of Accounts	340
AUM (Assets Under Management)	$ 2,474,201,625

Red Flags

Disclosures can be potential red flags, including customer disputes, regulatory fines, employer terminations, bankruptcies, judgments, liens, or certain criminal activities.

Check for any disclosures as part of your thorough research when choosing an advisor.

Contact information

(xxx) xxx-xxxx

xxxxx@xxxx.xxx

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Timothy J. Cooper

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Timothy John Cooper's CRS (Customer Relationship Summary).

Certified licenses

Experience

FINANCIAL TELESIS INC

FINANCIAL TELESIS INC

SECURITIES AMERICA, INC.

NEW ENGLAND SECURITIES

KMS FINANCIAL SERVICES, INC.

KMS FINANCIAL SERVICES, INC.

ONE ORCHARD EQUITIES, INC.

ONE ORCHARD EQUITIES, INC.

THE GREAT-WEST LIFE ASSURANCE COMPANY

Primary Firm SEC Registration

DESCHUTES INVESTMENT CONSULTING, LLC

State Registrations and Notice Filings

Exams

Series 66

Date: 5/2/2002

Series 63

Date: 12/3/1996

Series 7

Date: 3/20/2002

Series 6

Date: 1/5/1989

Series 26

Date: 7/16/1997

Current Firm

DESCHUTES INVESTMENT CONSULTING, LLC

Contact information

SEC notice filing (4 States and Territories)

Documents

Part 2 Brochures

Regulatory assets under management

Red Flags

Company Information

DESCHUTES INVESTMENT CONSULTING, LLC

TRUST BUT VERIFY

Contact information

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