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Timothy J. Cooper

DESCHUTES INVESTMENT CONSULTING
Portland, OR 97201
Some features on this profile are disabled
CRD#: 1891767
TC

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.
The advisor shows no other business activity.

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

BD
CRD#: 31012
PORTLAND, OR
Past

November 27, 2006 - October 8, 2008

SECURITIES AMERICA, INC.

BD
CRD#: 10205
PORTLAND, OR
Past

January 29, 2004 - September 22, 2006

NEW ENGLAND SECURITIES

BD
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.

BD
CRD#: 3866
SEATTLE, WA
Past

October 15, 1999 - January 16, 2001

ONE ORCHARD EQUITIES, INC.

BD
CRD#: 42124
GREENWOOD VILLAGE, CO
Past

January 3, 1997 - October 31, 1997

ONE ORCHARD EQUITIES, INC.

BD
CRD#: 42124
GREENWOOD VILLAGE, CO
Past

January 6, 1989 - January 3, 1997

THE GREAT-WEST LIFE ASSURANCE COMPANY

BD
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".
DI
DESCHUTES INVESTMENT CONSULTING, LLC
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)

Exams

State Security Law Exam
RR
IAR
Series 66
Date: 5/2/2002
Uniform Combined State Law Examination
State Security Law Exam
RR
Series 63
Date: 12/3/1996
Uniform Securities Agent State Law Examination
General Industry/Product Exam
RR
Series 7
Date: 3/20/2002
General Securities Representative Examination
General Industry/Product Exam
RR
Series 6
Date: 1/5/1989
Investment Company Products/Variable Contracts Representative Examination
Principal/Supervisory Exam
RR
Series 26
Date: 7/16/1997
Investment Company Products/Variable Contracts Principal Examination

Current Firm

DI
DESCHUTES INVESTMENT CONSULTING, LLC
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
12

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 Accounts340
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.

Company Information

DESCHUTES INVESTMENT CONSULTING, LLC

CRD#: 155312Portland, OR 97201

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