Clark Shimeall

BRUNO MOUNTAIN ADVISORY

Bend, OR 97703

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CRD#: 8004414

Professional summary

Clark Shimeall is a registered financial advisor currently at BRUNO MOUNTAIN ADVISORY, LLC located in Bend, Oregon.

Clark is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2024. Clark has worked at 1 firm and has passed the Series 65 exam.

Question & Answer

Are you a "fiduciary"?

Yes

Aliases

None

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.

Terrane Productions, LLC-- video and stills production company focused on documentary storytelling. Not an investment related business. Address is 3009 NW Grant Pl, Corvallis OR 97330. I am a managing member of the business. Start date is Oct 30th 2024. ~10 hours a month donated to this business, 0 hours a month during securities trading hours. Duties relating to this business include business administration, media production, marketing, sales. I am also engaged in another business, Pandion Institute, which is a nonprofit corporation and recognized as 501(c)3 tax exempt.

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Clark Shimeall'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®

None

Experience

Current

October 29, 2024 - Present

BRUNO MOUNTAIN ADVISORY, LLC

Office #1: 105 Nw Riverfront Street, Bend, OR 97703

RIA

CRD#: 327235

Bend, OR

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
(10/29/2024)

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 65

Date: 10/29/2024

Uniform Investment Adviser Law Examination

Current Firm

BRUNO MOUNTAIN ADVISORY, LLC

CRD#: 327235 / SEC#:

Oregon

Registered Investment Advisory firm - (6/22/2023 Approved)

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Contact information

Main Address

105 Nw Riverfront Street, Bend, OR 97703

Mailing Address

70 Sw Century Dr. Suite 100 Pmb 503, Bend, OR 97702

Phone number

(541) 610-7992

Established

Firm type

Fiscal year end

# of Employees

Documents

Latest Form ADV

Regulatory assets under management

Total Number of Accounts	122
AUM (Assets Under Management)	$ 37,600,000

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.

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Clark Shimeall

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Clark Shimeall's CRS (Customer Relationship Summary).

Certified licenses

Experience

BRUNO MOUNTAIN ADVISORY, LLC

State Registrations and Notice Filings

Exams

Series 65

Date: 10/29/2024

Current Firm

BRUNO MOUNTAIN ADVISORY, LLC

Contact information

Documents

Regulatory assets under management

Red Flags

Company Information

BRUNO MOUNTAIN ADVISORY, LLC

TRUST BUT VERIFY

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