Timothy Banks Clepper
Investment adviser representative at Ellsworth Advisors, LLC
11 yearsExperience
1 stateRegistered in
$1.4BFirm assets
8 yearsFirm in business
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How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assetsFixed or flat fee
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
- Pension consulting
Experience
11 years in the industry.
- Ellsworth Advisors, LLCMay 2018 to now
- Kaulig Companies Ltd.Oct 2016 to now
- Cortland Private Wealth ManagementJan 2016 to May 2018
- Stratos Wealth PartnersOct 2015 to May 2018
- LPL Financial LLCJan 2015 to Nov 2016
Exams passed
- Series 63 · Uniform Securities Agent State Law1997
- Series 65 · Uniform Investment Adviser Law1997
State registrations
Registered as an investment adviser representative in 1 state (OH).
Ellsworth Advisors, LLC
$1.4BAssets managed
860Clients
14Advisers
8 yearsIn business
Official records
SEC data as of Sep 29, 2026. Registrations and firm details can change; confirm current status on the SEC's Investment Adviser Public Disclosure (opens in a new tab) site.
- Individual CRD
- 2960727
- Firm CRD
- 297464