CS
Clark Shimeall
BRUNO MOUNTAIN ADVISORY
BEND, OR 97703
CRD#: 8004414
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CS
Clark ShimeallBRUNO MOUNTAIN ADVISORY
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.
At a Glance
Always Fiduciary
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.
The advisor shows no other business activity.
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®
NoneExperience
Current
October 29, 2024 - Present
BRUNO MOUNTAIN ADVISORY, LLC
Office #1: 105 Nw Riverfront Street, Bend, OR 97703RIA
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)
Current Firm
BM
BRUNO MOUNTAIN ADVISORY, LLC
BRUNO MOUNTAIN ADVISORY, LLC
CRD#: 327235 / SEC#:
Oregon
Registered Investment Advisory firm - (6/22/2023 Approved)Loading...
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
3
Regulatory assets under management
| Total Number of Accounts | 136 |
| AUM (Assets Under Management) | $ 45,761,005 |
Red Flags
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