Tim Daniel Clairmont

Current Employers

Employment History

• 05/1997 → 12/2016
  Fortis Investors, Inc./ Woodbury Financial Services, Inc.
  Portland, OR
• 01/2012 → Present
  Clear Financial Partners, Inc.
  Lake Oswego,, OR
• 01/2017 → 07/2021
  Lion Street Financial
  Lake Oswego, OR
• 01/2017 → 07/2021
  Lion Street Advisors
  Lake Oswego, OR
• 04/2017 → Present
  Clearfp Franchising, Llc
  Lake Oswego,, OR
• 12/1998 → 12/2016
  Fortis Investors, Inc./ Woodbury Financial Services, Inc.
  Portland, OR
• 07/2017 → Present
  Clearfp Ip, Llc
  Lake Oswego,, OR
• 01/2014 → Present
  Tim Clairmont - Author/Speaker
  Lake Oswego,, OR
• 06/2018 → Present
  Clear Investment Properties, Llc
  Lake Oswego,, OR
• 08/2020 → 03/2026
  Clearfp Advisors, Llc
  Lake Oswego,, OR
• 12/2020 → 02/2026
  Clearfp Securities, Llc
  Lake Oswego,, OR
• 04/2021 → Present
  Cac Property Management, Llc
  Lake Oswego,, OR
• 08/2023 → Present
  Stone Ridge Ventures, Llc
  Lake Oswego,, OR
• 08/2023 → Present
  Goshawk Ventures, Llc
  Lake Oswego,, OR
• 04/2024 → Present
  Tim Clairmont - Referral Source For Nashconsulting Group
  Lake Oswego,, OR
• 12/2024 → Present
  Tdc Tls Division
  Lake Oswego,, OR
• 01/2024 → Present
  Cetera Investment Advisers Llc
  Schaumburg, IL
• 01/2025 → Present
  Cetera Wealth Services, Llc
  El Segundo, CA

Previous Registrations

• 2020-10-23 → 2025-01-03
  Clearfp Advisors, Llc
  Lake Oswego, OR
• 2017-01-19 → 2021-07-30
  Lion Street Advisors, Llc
  Lake Oswego, OR
• 2001-09-14 → 2017-01-04
  Woodbury Financial Services, Inc.
  Lake Oswego, OR
  Portland, OR
  Lake Oswego, OR
  Lake Oswego, OR
  Lake Oswego, OR

Other Businesses

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.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 PROP 7.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; 8. 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; 9.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; 10.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; 11.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; 12.CLEAR FINANCIAL PARTNERS, INC. INVESTMENT RELATED: YES ADDRESS: REGISTERED 13. NAME OF OTHER BUSINESS: WRITE YOUR OWN HISTORY INVESTMENT RELATED: NO ADDRESS: SAME AS REGISTERED LOCATION; NATURE OF BUSINESS: AUTHOR/BOOK WRITING START DATE: 08/08/2025 POSITION/TITLE/RELATIONSHIP: OWNER/AUTHOR APX NUMBER OF HOURS PER WEEK: 20 APX NUMBER OF HOURS DURING TRADING HOURS: 0 BRIEF DESCRIPTION OF DUTIES: AUTHORING, PUBLISHING AND MAKING FOR-SALE A CHILDREN'S BOOK SERIES.

Exams

• S65 Uniform Investment Adviser Law Examination
  1998-12-10
• S63 Uniform Securities Agent State Law Examination
  1997-03-24

Other Names

• Tim Clairmont