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TF

Timothy P. Foley

DESCHUTES INVESTMENT CONSULTING
Portland, OR 97201
Some features on this profile are disabled
CRD#: 5030200
TF

Professional summary

Timothy Paul Foley, who also goes by Timothy P. Foley, 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 2005. Timothy has worked at 8 firms and has passed the Series 66, Series 63, SIE, Series 7 and Series 24 exams.

Question & Answer

Are you a "fiduciary"?
Yes

Aliases

Timothy P. Foley

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 Paul Foley'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®
None

Experience

Current

January 26, 2026 - Present

DESCHUTES INVESTMENT CONSULTING, LLC

Office #1: 200 Sw Market Street Suite 550, Portland, OR 97201
RIA
CRD#: 155312
Portland, OR
Past

August 22, 2023 - February 27, 2024

VOYA RETIREMENT ADVISORS, LLC

RIA
CRD#: 3989
Sherwood, OR
Past

February 9, 2023 - July 17, 2023

VOYA FINANCIAL PARTNERS, LLC

RIA
CRD#: 34815
Sherwood, OR
Past

February 9, 2023 - February 27, 2024

VOYA FINANCIAL PARTNERS, LLC

BD
CRD#: 34815
WINDSOR, CT
Past

May 28, 2019 - November 25, 2022

EMPOWER ADVISORY GROUP, LLC

RIA
CRD#: 112058
Andover, MA
Past

February 8, 2019 - November 25, 2022

EMPOWER FINANCIAL SERVICES, INC.

BD
CRD#: 13109
ANDOVER, MA
Past

September 21, 2018 - February 14, 2019

NYLIFE SECURITIES LLC

BD
CRD#: 5167
ANDOVER, MA
Past

April 23, 2012 - March 29, 2018

COMMONWEALTH FINANCIAL NETWORK

BD
CRD#: 8032
WALTHAM, MA
Past

September 19, 2006 - April 23, 2012

PUTNAM RETAIL MANAGEMENT LIMITED PARTNERSHIP

BD
CRD#: 7325
ANDOVER, MA
Past

November 16, 2005 - June 7, 2006

PUTNAM RETAIL MANAGEMENT LIMITED PARTNERSHIP

BD
CRD#: 7325
BOSTON, MA

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
(1/26/2026)

Exams

State Security Law Exam
RR
IAR
Series 66
Date: 3/25/2019
Uniform Combined State Law Examination
State Security Law Exam
RR
Series 63
Date: 11/16/2006
Uniform Securities Agent State Law Examination
General Industry/Product Exam
RR
SIE
Date: 10/1/2018
Securities Industry Essentials Examination
General Industry/Product Exam
RR
Series 7
Date: 11/15/2005
General Securities Representative Examination
Principal/Supervisory Exam
RR
Series 24
Date: 11/17/2009
General Securities 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)

Blank US states mapAlaskaHawaiiAlabamaArkansasArizonaCaliforniaColoradoConnecticutDelawareFloridaGeorgiaIowaIdahoIllinoisIndianaKansasKentuckyLouisianaMassachusettsMarylandMaineMichiganMinnesotaMissouriMississippiMontanaNorth CarolinaNorth DakotaNebraskaNew HampshireNew JerseyNew MexicoNevadaNew YorkOhioOklahomaOregonPennsylvaniaRhode IslandSouth CarolinaSouth DakotaTennesseeTexasUtahVirginiaVermontWisconsinWest VirginiaWyoming

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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