Timothy Grout, financial advisor Cincinnati OH

Timothy Grout

CRD Number: 5497552
Current Firm: Clear Perspectives Financial Planning, LLC
Compensation Model: Fee Only

Timothy Grout (CRD# 5497552) is a fiduciary and Investment Advisor Representative working at Clear Perspectives Financial Planning, LLC in Cincinnati, OH and has over 30 years of experience in the finance industry. 

 

Tim developed an interest in financial planning when he was working with family and friends who couldn't find the holistic financial services they needed, leading him to start Clear Perspectives with his business partner, Carol Hoffman, in 2008. Tim took additional exams to become a Certified Financial Planner (CFP). CFP professionals must pass the comprehensive exam, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.

 

Tim is warm, caring, and highly experienced. He has over 30 years of financial management experience at the Procter & Gamble Co. His experience includes roles of increasing responsibility in transitioning the company through major global accounting system and operational changes. He holds an MBA in finance from Xavier University.
 

CONTACT
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Professional Designations
Company Name Location Dates Years
Clear Perspectives Financial Planning, LLC Cincannati, OH Feb 2008 - Current 12
Procter & Gamble Company Cincinnati, OH Jun 1978 - Feb 2008 29
Exam Code Name Passed Date
S65 NASAA Investment Advisors Law Examination Dec 2007
Contact Info for Timothy A. Grout
Phone Number: (513)469-8400
Registered State(s):
  • IN
  • KY
  • TX
  • OH
By the Numbers
  • Total Assets Under Management
    229
    MILLIONS
  • Total Number of Accounts
    815
    ACCOUNTS
  • Average Account Value
    $281,237
Compensation Options
  • A percentage of assets under your management
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
Types of Clients
Registered States
Advisors affiliated with a RIA are permitted to work with up to five clients in nearly-all states* without explicit registration. The map below shows states where this firm has explicit registration only.

IN, KY, NY, OH, TX

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