Timothy Grout
CRD Number: 5497552Current 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.
CRD# 6428654
Renaissance Investment Management
CRD# 4600518
Journey Advisory Group, LLC
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Edward Jones
| 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 |
- IN
- KY
- TX
- OH
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Total Assets Under Management229MILLIONS
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Total Number of Accounts815ACCOUNTS
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Average Account Value$281,237
- A percentage of assets under your management
- Financial planning services
- Portfolio management for individuals and/or small businesses
IN, KY, NY, OH, TX
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