Brian Andrew Timm

Employer firm

Pinnacle Wealth Advisors CRD 117517

$550M regulatory AUM 5 advisory clients

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Portfolio management (pooled vehicles)
• Pension consulting
• Selection of other advisers

From the firm’s Form ADV. Read the guides:

• Item 5F — Regulatory AUM
• Item 5G — Advisory services
• Full firm profile

Current Employers

Employment History

• 03/2011 → Present
  Kaiser Permanente
  Happy Valley, OR
• 05/2022 → Present
  Pinnacle Wealth Advisors, Inc.
  Clackamas, OR
• 12/2023 → 03/2025
  Security First Advisors, Inc.
  Portland, OR
• 10/2025 → Present
  Ims Capital Management Llc
  Portland, OR
• 10/2025 → Present
  Pinnacle Wealth Advisors, Llc
  Clackamas, OR

Previous Registrations

• 2025-10-26 → 2026-08-24
  Ims Capital Management
  Clackamas, OR
  Clackamas, OR
• 2024-01-12 → 2025-04-01
  Security First Advisors
  Portland, OR
  Clackamas, OR

Exams

• S65 Uniform Investment Adviser Law Examination
  2022-05-07