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Brian Andrew Timm

Pinnacle Wealth Advisors

Clackamas, OR

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Current Employers
Pinnacle Wealth Advisors

9200 Se Sunnybrook Boulevard Suite 170, Clackamas, OR 97015 • United States

Current Registrations

AuthorityCategoryStatusDate
OR RA APPROVED 2022-05-07
  • OR RA
    APPROVED
    Since 2022-05-07

Branch Locations

9200 Se Sunnybrook Boulevard Suite 170, Clackamas, OR 97015 • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Kaiser Permanente Happy Valley OR 03/2011 Present
Pinnacle Wealth Advisors, Inc. Clackamas OR 05/2022 Present
Security First Advisors, Inc. Portland OR 12/2023 03/2025
Ims Capital Management Llc Portland OR 10/2025 Present
Pinnacle Wealth Advisors, Llc Clackamas OR 10/2025 Present
  • 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
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2022-05-07
  • S65 Uniform Investment Adviser Law Examination
    2022-05-07

View on SEC IAPD

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EDWARD JONES
SUMMA GLOBAL ADVISORS, LLC

Other Investors

TODD DOUGLAS MICCICHE
ASHLEY MARIE MICCICHE
DAVID GEORGE WILSON
ALICE TANG
HAYLEY PORTER
JONATHAN MICHAEL OWENS
JESSICA ELIZABETH PORTER
JEFFREY MICHAEL OWENS

Other Offices

TRUE NORTH RETIREMENT ADVISORS, LLC · CLACKAMAS, OR
OSAIC WEALTH, INC. · CLACKAMAS, OR
LPL FINANCIAL LLC · CLACKAMAS, OR
AMERIPRISE FINANCIAL SERVICES, LLC · Clackamas, OR
AMERIPRISE FINANCIAL SERVICES, LLC · Clackamas, OR
LPL FINANCIAL LLC · CLACKAMAS, OR
WEALTH ENHANCEMENT ADVISORY SERVICES, LLC · CLACKAMAS, OR
LPL FINANCIAL LLC · CLACKAMAS, OR

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