Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Todd? Claim Your ProfileTodd Van Smithpeter is an investment advisor representative with Cedar Mountain Advisors, LLC. Todd has been in the industry since 1994. Todd is registered with the states of Oregon and Texas. Todd has passed the Series 6, 7, 63 and 65 exams. Todd previously worked at Securities America, Inc., Stancorp Equities, Inc., UnionBanc Investment Services, LLC, and Crabbe Huson Securities, Inc.. Cedar Mountain Advisors, LLC, is an investment advisory firm with offices in Lake Oswego, OR. The firm manages assets for high net worth individuals, corporations, and pension and profit-sharing plans. The firm provides financial planning, portfolio management for individuals and businesses, and pension consulting services.
Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.
Comprehensive financial plans to help you achieve your personal and business goals.
Guidance on pension options to ensure a secure financial future.
Custom portfolio management strategies for businesses to achieve long-term growth.
Personalized portfolio management to meet individual financial objectives.
Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.
Set rates for specific services, regardless of time or assets managed.
A percentage of the total value of assets under management is charged.
1
2
OR
06/29/2016 - Present
Cedar Mountain Advisors, LLC (LAKE OSWEGO OR)
OR
06/15/2010 - 10/10/2019
SECURITIES AMERICA, INC. (PORTLAND OR)
OR
10/02/2007 - 06/17/2010
STANCORP EQUITIES, INC. (PORTLAND OR)
CA
08/25/2003 - 03/08/2006
UNIONBANC INVESTMENT SERVICES, LLC (GLENDALE CA)
OR
04/27/1994 - 10/03/1995
CRABBE HUSON SECURITIES, INC. (PORTLAND OR)
IA
Issued 04/18/2006
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 04/05/2004
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 08/23/2003
Series 7 - General Securities Representative Examination
BC
Issued 04/26/1994
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
Not sure Todd Smithpeter is the right advisor for you? Invested Better is here to help.
