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Todd Van Smithpeter

AIF®

CEDAR MOUNTAIN ADVISORS

LAKE OSWEGO, OR

·CRD# 2386385·32 years experience

Professional Summary

Todd Van Smithpeter, AIF® is a registered financial advisor currently at CEDAR MOUNTAIN ADVISORS, LLC located in Lake Oswego, Oregon. Todd is registered as an IAR (Investment Advisor Representative) and started their career in finance in 1994. Todd has worked at 7 firms and has passed the Series 65, Series 63, SIE, Series 7 and Series 6 exams.

At a Glance

Always Fiduciary

Fiduciary Standard

Fee Structure

Account Minimum

Active Clients

Fiduciary Standard

Fee Structure

Account Minimum

Active Clients

Other Aliases

There are no additional aliases reported.

Blog Corner

What Does a Financial Advisor Do? Understanding Their Role, Services, and Value

What Does a Financial Advisor Do? Understanding Their Role, Services, and Value

Do I Need a Financial Advisor? A Complete Guide to Deciding If It’s Right for You

Do I Need a Financial Advisor? A Complete Guide to Deciding If It’s Right for You

What Are Financial Values and How to Align Them With Your Financial Goals

What Are Financial Values and How to Align Them With Your Financial Goals

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Videos & Posts

This advisor has not added any videos or posts yet.

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Contact Information

This advisor has not claimed their profile yet, so there is no contact information to display at this time.

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Disclosures are events reported to regulators, such as customer disputes, regulatory actions, employment separations, or financial events. Some are resolved, denied, or contested — a disclosure is not a verdict. We recommend asking an advisor directly about any disclosure on their record.

Disclosures on record.

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.

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Credentials

AIF®

Accredited Investment Fiduciary

Years of Experience

32 years in the financial services industry

Current & Past Employments

CEDAR MOUNTAIN ADVISORS, LLC·CRD# 140339

RIA

5285 Meadows Rd Suite 360, Lake Oswego, OR 97035

June 17, 2010 - Present

SECURITIES AMERICA, INC.·CRD# 10205

BD

Portland, OR

June 15, 2010 - October 10, 2019

STANCORP INVESTMENT ADVISERS, INC.·CRD# 110228

RIA

Portland, OR

October 15, 2007 - June 16, 2010

STANCORP EQUITIES, INC.·CRD# 19517

BD

Portland, OR

October 2, 2007 - June 17, 2010

MASTERPLAN ADVISORS, INC.·CRD# 135082

RIA

Portland, OR

March 6, 2007 - September 13, 2007

U.S. BANCORP ADVISORS, LLC·CRD# 14455

BD

St. Paul, MN

August 25, 2003 - March 8, 2006

CRABBE HUSON SECURITIES, INC.·CRD# 13389

BD

Portland, OR

April 27, 1994 - October 3, 1995

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Current Firm

CM

CEDAR MOUNTAIN ADVISORS, LLC

CEDAR MOUNTAIN ADVISORS, LLC

CRD#: 140339 / SEC#: 801-68704

RIA

Registered Investment Advisory firm - SEC (1/3/2008 Approved)

Oregon

Registered Investment Advisory firm - Oregon (2/4/2008 Terminated)

Washington

Registered Investment Advisory firm - Washington (2/4/2008 Terminated)

Why is a state registration marked "Terminated"? When a firm registers with the SEC (usually after managing $100M+ AUM), it often withdraws separate state firm registrations unless required by that state. The firm can still serve clients there through its individually registered Investment Advisor Representatives (IARs).

Contact Information

Main Address

5285 Meadows Rd Suite 360, Lake Oswego, OR 97035

Phone Number

(503) 224-6868

# of Employees

10

SEC notice filing (8 States and Territories)

Registered to provide investment advisory services in 8 US states and territories.

Documents

Customer Relationship Summary (CRS / SEC)Latest Form ADV

Part 2 Brochures

CEDAR MOUNTAIN ADVISORS - ADV PART 2A (CRD# 140339) (3/24/2026)

Regulatory Assets Under Management

Total Number of Accounts

2,433

AUM (Assets Under Management)

$1,197,759,928

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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.

Smithpeter Equine Enterprises, LLC, Not investment related, operates out of primary residence, equine related business (primarily training horses with occasional buy/sell and or breeding - non race horse), Owner since March 2025, approximately 48 hours a month, none during securities trading hours, duties include all aspects of operating the equine business including, but not limited to, training, buying, selling, breeding, etc.

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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".

CM

CEDAR MOUNTAIN ADVISORS, LLC

CEDAR MOUNTAIN ADVISORS, LLC

CRD#: 140339 / SEC#: 801-68704

RIA

Registered Investment Advisory firm - SEC (1/3/2008 Approved)

Oregon

Registered Investment Advisory firm - Oregon (2/4/2008 Terminated)

Washington

Registered Investment Advisory firm - Washington (2/4/2008 Terminated)

Why is a state registration marked "Terminated"? When a firm registers with the SEC (usually after managing $100M+ AUM), it often withdraws separate state firm registrations unless required by that state. The firm can still serve clients there through its individually registered Investment Advisor Representatives (IARs).

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.

IAR

Oregon
(6/17/2010)

IAR

Texas
(6/29/2016)

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

Financial professionals may take different exams throughout their careers based on the types of services they provide and roles they perform.

Series 65 — Uniform Investment Adviser Law Examination

Passed Apr 2006About the Series 65 exam

Series 63 — Uniform Securities Agent State Law Examination

Passed Apr 2004About the Series 63 exam

SIE — Securities Industry Essentials Examination

Passed Oct 2018About the SIE exam

Series 7 — General Securities Representative Examination

Passed Aug 2003About the Series 7 exam

Series 6 — Investment Company Products/Variable Contracts Representative Examination

Passed Apr 1994About the Series 6 exam

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CRS (Client Relationship Summary) - RIA

Click below to view Todd Van Smithpeter's CRS (Customer Relationship Summary).

CRS (Customer Relationship Summary)

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TS

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