Timothy Clepper (CRD# 2960727) is an Investment Advisor Representative working at Ellsworth Advisors, LLC in Hudson, OH and has over 26 years of experience in the finance industry.
CRD# 1065232
Independence Capital Company, Inc.
CRD# 4787364
The Center For Eldercare Finance
CRD# 5069849
Strategic Wealth Partners, Ltd.
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Ellsworth Advisors, LLC | Hudson, OH | May 2018 - Current | 6 |
| Kaulig Companies Ltd. | Hudson, OH | Oct 2016 - Current | 7 |
| Cortland Private Wealth Management | Cortland, OH | Jan 2016 - May 2018 | 2 |
| Stratos Wealth Partners | Hudson, OH | Oct 2015 - May 2018 | 2 |
| Lpl Financial LLC | Hudson, OH | Jan 2015 - Nov 2016 | 1 |
| Ellsworth Private Wealth Management | Hudson, OH | Jan 2015 - Oct 2016 | 1 |
| Morgan Stanley | Hudson, OH | Sep 2008 - Jan 2015 | 6 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S63 | Uniform Securities State Law Examination | Nov 1997 |
| S65 | NASAA Investment Advisors Law Examination | Dec 1997 |
- OH
-
Total Assets Under Management914MILLIONS
-
Total Number of Accounts1,500ACCOUNTS
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Average Account Value$609,094
- A percentage of assets under your management
- Fixed fees (other than subscription fees)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Pension consulting services
- Selection of other advisers (including private fund managers)
- Other
AZ, CA, FL, IN, MA, NC, NY, OH, PA, SC, TX, VA
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