NivaLet’s talk

Brian Timm

Principal at Pinnacle Wealth Advisors in Clackamas, OR

Investment adviser registrationUpdated

Brian Timm is Principal of Pinnacle Wealth Advisors, LLC, an investment adviser managing $550M, and works from its Clackamas, OR office. Brian Timm has been registered as an investment adviser representative through Pinnacle Wealth Advisors since 7 May 2022, has 4 years in the industry across 3 firms and has passed the Series 65.

4
Years in industry
4
Years at firm
3
Adviser firms
1
States registered

From the IAPD record, checked 22 October 2026SEC record

Career

Brian Timm has been Principal of Pinnacle Wealth Advisors since October 2023, is a control person of the firm and directly owns under 5% of it.

Pinnacle Wealth Advisors, LLC is a Clackamas, OR firm with $550M under management, 832 clients and 14 advisers across 6 offices, as of its July 2026 filing.

Brian Timm’s longest registration is the current one, 4 years at Pinnacle Wealth Advisors since 2022.

  1. Ims Capital Management
    – · under a year
    Clackamas, OR · Adviser representative · Firm CRD 105939
  2. Security First Advisors
    – · 1 year
    Clackamas, OR · Adviser representative · Firm CRD 117502
  3. Pinnacle Wealth AdvisorsCurrent
    – present · 4 years
    Clackamas, OR · Adviser representative · Firm CRD 117517

Credentials and registrations

Investment adviser representative registrations

Brian Timm is registered as an investment adviser representative in Oregon, since May 2022.

  • OregonSince 7 May 2022

Examinations

Series 657 May 2022
Name
Uniform Investment Adviser Law Examination

Key facts

Full name
Brian Andrew Timm
CRD
7497662
Firm
Pinnacle Wealth Advisors · CRD 117517
Role
Principal
Office
9200 SE SUNNYBROOK BOULEVARD, SUITE 170, Clackamas, OR 97015
Registration
Investment adviser registration
In the industry since
May 2022
Disciplinary history
Not yet shown here · SEC record

Common questions

Where does Brian Timm work?

Brian Timm has been Principal of Pinnacle Wealth Advisors, LLC since October 2023, and is a control person of the firm.

Source: Form ADV, Schedule A, filed 16 July 2026

Is Brian Timm a financial advisor?

Yes. Brian Timm has a current investment-adviser registration in Oregon, through Pinnacle Wealth Advisors since May 2022.

Source: IAPD individual record, checked 22 October 2026

How many years of experience does Brian Timm have?

Brian Timm has 4 years in the financial industry, since May 2022, across 3 adviser firms.

Source: IAPD individual record, checked 22 October 2026

What exams has Brian Timm passed?

Brian Timm passed the Series 65 in May 2022.

Source: IAPD individual record, checked 22 October 2026

Where is Brian Timm based?

Brian Timm’s registered office is in Clackamas, OR.

Source: IAPD individual record, checked 22 October 2026

Is Brian Timm registered with FINRA?

No. Brian Timm has no current broker registration.

Source: IAPD individual record, checked 22 October 2026

How can I verify Brian Timm’s record?

Search CRD 7497662 on the SEC’s adviser search (adviserinfo.sec.gov), which publishes Brian Timm’s full registration record.

Source: IAPD individual record, checked 22 October 2026

Leadership at Pinnacle Wealth Advisors

Sources

  1. IAPD individual record, CRD 7497662, checked 22 October 2026. Registration status, employment history and examinations.
  2. Form ADV Part 1A, Schedules A and B of Pinnacle Wealth Advisors, LLC, filed 16 July 2026. Title, control and ownership bands.
Report a correction