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.
CRD# 6665238
U.s. Bancorp Investments, Inc.
CRD# 6208290
Fidelity Personal And Workplace Advisors
CRD# 2667585
Edward Jones
| Company Name | Location | Dates | Years |
|---|---|---|---|
| The Mather Group, LLC | Chicago, IL | May 2023 - Current | < 1 |
| Clear Perspectives Financial Planning, LLC | Cincannati, OH | Feb 2008 - May 2023 | 15 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S65 | NASAA Investment Advisors Law Examination | Dec 2007 |
- IL
- OH
- TX
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Total Assets Under Management10,509MILLIONS
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Total Number of Accounts15,974ACCOUNTS
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Average Account Value$657,853
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Other
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Selection of other advisers (including private fund managers)
- Publication of periodicals or newsletters
- Educational seminars/workshops
AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, RI, SC, SD, TN, TX, UT, VA, VT, WA, WI, WV, WY
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