Tim D. Clairmont
CETERA INVESTMENT ADVISERS LLC
Lake Oswego, OR 97035
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CRD#: 2847591
Professional summary
Tim Daniel Clairmont, CFP®, who also goes by Tim Clairmont, is a registered financial advisor currently at CETERA INVESTMENT ADVISERS LLC located in Lake Oswego, Oregon and CETERA WEALTH SERVICES, LLC located in Lake Oswego, Oregon.
Tim is registered as an IAR (Investment Advisor Representative) and RR (Registered Representative) and started their career in finance in 1997. Tim has worked at 7 firms and has passed the Series 65, Series 63, Series 52TO, Series 79TO, SIE, Series 7, Series 6, Series 53, Series 24 and Series 26 exams.
Question & Answer
Are you a "fiduciary"?
Yes
Aliases
Tim Clairmont
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.
1.FIXED INSURANCE WITH VARIOUS COMPANIES INVESTMENT RELATED: YES ADDRESS: REGISTERED LOCATION BUSINESS: FIXED INSURANCE START: 6/1997 HRS/WHRS/TRADING HRS: 2 TITLE: INSURANCE AGENT DUTIES: SELLS FIXED INSURANCE PRODUCTS; 2.MDRT FOUNDATION INVESTMENT RELATED: NO ADDRESS: 325 WETOUHY AVE, PARK RIDGE, IL 60068 BUSINESS: BOARD MEMBER START: 4/2024 TITLE: TREASURER HRS/WK: 1 HRS/TRADING HRS: 0 DUTIES: VOTE WITH OTHER TRUAND OFFICERS ON MISC MDRTF OBJECTIVES; 3.CLEAR INVESTMENT PROPERTIES, LLC INVESTMENT RELATED: NO ADDRESS: REGISTERED LOCATION BUSINESS: REAESTATE START: 6/2018 TITLE: OWNER HRS/WK: 1 HRS/TRADING HRS: 1 DUTIES: OWN A COMMERCIAL BUILDING; 4.GOSHAWK VENTURES, LLC INVESTMENT RELATEADDRESS: REGISTERED LOCATION BUSINESS: REAL ESTATE START: 8/2023 TITLE: OWNER HRS/WK: 0 HRS/TRADING HRS: 0 DUTIES: OWNERSHIP-RELATEDRESPONSIBILITIES FOR A RESIDENTIAL PROPERTY; 5.STONE RIDGE VENTURES, LLC INVESTMENT RELATED: NO ADDRESS: REGISTERED LOCATION BUSINESS: REAL ESTART: 8/2023 TITLE: OWNER HRS/WK: 0 HRS/TRADING HRS: 0 DUTIES: OWNERSHIP-RELATED RESPONSIBILITIES FOR A RESIDENTIAL PROPERTY; 6.POLITICAL OFFICSOUGHT INVESTMENT RELATED: NO ADDRESS: REGISTERED LOCATION BUSINESS: RUNNING FOR POLITICAL OFFICE START DATE: 1/2025 TITLE: ELECTED OFFICIALHRS/WK: 5 HRS/TRADING HRS: 5 DUTIES: ELECTED OFFICIAL DUTIES; 7.CLEARFP IP, LLC INVESTMENT RELATED: NO ADDRESS: REGISTERED LOCATION NATURE OFBUSINESS: TO OWN, MANAGE, AND LICENSE ALL INTELLECTUAL PROPERTY ACQUIRED THROUGH OTHER BUSINESSES OWNED DIRECTLY OR INDIRECTLY BY TIMCLAIRMONT START: 7/2017 TITLE: CEO HRS/WK: 0 HRS/TRADING HRS: 0 DUTIES: OVERSEE THE CREATION, MANAGEMENT, AND LICENSING OF INTELLECTUAL PROP8.CLEARFP FRANCHISING, LLC INVESTMENT RELATED: NO ADDRESS: REGISTERED LOCATION BUSINESS: SUBSCRIPTION BASED COACHING PROGRAM FOR FINANCADVISORS START: 4/2017 TITLE: CEO HRS/WK: 4 HRS/TRADING HRS: 4 DUTIES: MANAGE, RECRUIT, ADMINISTER, AND DELIVER SERVICES RELATED TO THE CLEARFPADVISOR PROGRAM; 9.CLEARFP ADVISORS, LLC INVESTMENT RELATED: YES ADDRESS: REGISTERED LOCATION BUSINESS: RIA START: 8/2020 TITLE: OWNER/FOUNDHRS/WK: 0 HRS/TRADING HRS: 0 DUTIES: WILL CONTINUE TO OWN THIS RIA WHILE WE FOCUS ON TRANSFERRING ALL OF OUR CLIENTS TO THE IAR PLATFORM WICETERA; 10. AUTHOR/SPEAKER INVESTMENT RELATED: NO ADDRESS: REGISTERED LOCATION BUSINESS: AUTHOR/SPEAKER START: 1/2014 TITLE: OWNER HRS/WK:HRS/TRADING HRS: 3 DUTIES: AUTHOR AND PUBLIC SPEAKER; 11.CLEARFP SECURITIES, LLC INVESTMENT RELATED: YES ADDRESS: REGISTERED LOCATION BUSINESBROKER-DEALER START: 12/2020 TITLE: OWNER HRS/WK: 5 HRS/TRADING HRS: 5 DUTIES: OWN THE BROKER/DEALER UNTIL ALL ASSETS CAN BE TRANSFERRED TOAND THE BD CAN BE COMPLIANTLY CLOSED; 12.CAC PROPERTY MGMT, LLC INVESTMENT RELATED: NO ADDRESS: REGISTERED LOCATION BUSINESS: REAL ESTATE4/2021 TITLE: OWNER HRS/WK: 1 HRS/TRADING HRS: 1 DUTIES: OVERSEE THE MANAGEMENT OF TENANT RENTAL CONTRACTS FOR MY COMMERCIAL BUILDING ANRESIDENTIAL RENTAL PROPERTIES; 13.NASH CONSULTING GROUP INVESTMENT RELATED: NO ADDRESS: REGISTERED LOCATION BUSINESS: TO RECEIVE COMPENSFROM REFERRING FINANCIAL ADVISORS TO NASH CONSULTING START: 4/2024 TITLE: SOLE PROPRIETORSHIP - OWNER HRS/WK: 1 HRS/TRADING HRS: 1 DUTIES:INDEPENDENT CONTRACTOR COMPENSATED TO REFER ADVISORS; 14.TDC TLS DIVISION INVESTMENT RELATED: NO ADDRESS: REGISTERED LOCATION NATURE OBUSINESS: BOOKKEEPING, ACCOUNT RECONCILIATION, AND MARKETING ADVICE START: 12/2024 TITLE: OWNER HRS/WK: 1 HRS/TRADING HRS: 1 DUTIES: ALLEMPLOYEES ARE EMPLOYED AND SUPERVISED ON SITE IN PUERTO RICO; 15.CLEAR FINANCIAL PARTNERS, INC. INVESTMENT RELATED: YES ADDRESS: REGISTERED
CRS (Client Relationship Summary) - RIA
Click below to view Tim Daniel Clairmont's 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®
CFP®
Start date: 2002
Experience
Current
January 3, 2025 - Present
CETERA INVESTMENT ADVISERS LLC
Office #1: 15573 Sw Bangy Rd Suite 100, Lake Oswego, OR 97035RIA
CRD#: 105644
Lake Oswego, OR
Current
January 3, 2025 - Present
CETERA WEALTH SERVICES, LLC
Office #1: 15573 Bangy Rd. Ste 100, Lake Oswego, OR 97035BD
CRD#: 13572
Lake Oswego, OR
Past
June 11, 2021 - January 3, 2025
CLEARFP SECURITIES, LLC
BD
CRD#: 312370
Lake Oswego, OR
Past
October 23, 2020 - January 3, 2025
CLEARFP ADVISORS, LLC
RIA
CRD#: 310780
LAKE OSWEGO, OR
Past
January 19, 2017 - July 30, 2021
LION STREET ADVISORS, LLC
RIA
CRD#: 167610
LAKE OSWEGO, OR
Past
January 3, 2017 - July 30, 2021
LION STREET FINANCIAL, LLC
BD
CRD#: 165828
LAKE OSWEGO, OR
Past
September 14, 2001 - January 4, 2017
WOODBURY FINANCIAL SERVICES, INC.
RIA
CRD#: 421
Lake Oswego, OR
Past
March 24, 1997 - January 4, 2017
WOODBURY FINANCIAL SERVICES, INC.
BD
CRD#: 421
Lake Oswego, OR
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".
CI
CETERA INVESTMENT ADVISERS LLC
CETERA ADVISOR NETWORKS | TERRA FINANCIAL PLANNING GROUP LTD | GENWORTH FINANCIAL ADVISERS CORPORATION | FIRST ALLIED ADVISORY SERVICES | CETERA INVESTMENT ADVISERS LLC | CETERA ADVISORS
CRD#: 105644 / SEC#: 801-20406
RIA
Registered Investment Advisory firm - (1/13/1984 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.RR
indicates the advisor is registered as a Registered Representative in this state, allowing them to offer securities such as stocks, bonds, and mutual funds through a broker-dealer.Visual representation of state registrations
RR
Alabama(1/13/2025)
RR
Alaska(1/13/2025)
RR
Arizona(1/16/2025)
RR
Arkansas(1/17/2025)
RR
California(1/3/2025)
RR
Colorado(1/10/2025)
RR
Connecticut(1/6/2025)
RR
Florida(1/6/2025)
RR
Hawaii(2/26/2025)
RR
Idaho(1/10/2025)
RR
Illinois(5/28/2025)
RR
Iowa(5/27/2025)
RR
Maryland(1/13/2025)
RR
Michigan(1/13/2025)
RR
Minnesota(1/10/2025)
RR
Montana(1/6/2025)
RR
Nevada(1/10/2025)
RR
New Hampshire(1/24/2025)
RR
New York(1/19/2025)
RR
North Carolina(1/13/2025)
RR
Oklahoma(1/14/2025)
RR
Oregon(1/10/2025)
IAR
Oregon(1/10/2025)
RR
Pennsylvania(1/6/2025)
RR
Puerto Rico(1/17/2025)
RR
Tennessee(1/10/2025)
RR
Texas(1/3/2025)
IAR
Texas(1/3/2025)
RR
Washington(1/10/2025)
RR
Wisconsin(1/7/2025)
RR
Wyoming(1/6/2025)
Exams
State Security Law Exam
State Security Law Exam
General Industry/Product Exam
RR
Series 52TO
Date: 1/2/2023
Municipal Securities Representative ExaminationGeneral Industry/Product Exam
RR
Series 79TO
Date: 3/10/2021
Investment Banking Registered Representative ExaminationGeneral Industry/Product Exam
General Industry/Product Exam
General Industry/Product Exam
Principal/Supervisory Exam
Principal/Supervisory Exam
Principal/Supervisory Exam
SRO Registrations
RR
FINRA
Current Firm
CI
CETERA INVESTMENT ADVISERS LLC
CETERA ADVISOR NETWORKS | TERRA FINANCIAL PLANNING GROUP LTD | GENWORTH FINANCIAL ADVISERS CORPORATION | FIRST ALLIED ADVISORY SERVICES | CETERA INVESTMENT ADVISERS LLC | CETERA ADVISORS
CRD#: 105644 / SEC#: 801-20406
RIA
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Contact information
Main Address
1450 American Lane 6th Floor, Suite 650, Schaumburg, IL 60173-2096
Mailing Address
Phone number
(310) 257-7880
Established
Firm type
Fiscal year end
# of Employees
7,705
SEC notice filing (53 States and Territories)
Regulatory assets under management
| Total Number of Accounts | 584,487 |
| AUM (Assets Under Management) | $ 163,792,814,520 |
Accountant surprise examination report
| Filing Date | Form ADV-E Cover | Form ADV-E Report |
|---|---|---|
| 10/27/2025 | ||
| 12/13/2024 | ||
| 09/26/2023 | ||
| 11/18/2022 |
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.
