Timothy Allen Mosier
Investment adviser representative at Cairn Wealth Management
19 yearsExperience
4 statesRegistered in
$385MFirm assets
19 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 assetsHourlyFixed or flat fee
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
- Seminars and workshops
Experience
19 years in the industry.
- Cairn Wealth ManagementJul 2007 to now
- Cairn Investment Group, Inc.Jul 2007 to now
Exams passed
- Series 66 · Uniform Combined State Law2003
State registrations
Registered as an investment adviser representative in 4 states (CA, OR, TX, WA).
Cairn Wealth Management
Legal name: Cairn Investment Group, Inc.
$385MAssets managed
315Clients
3Advisers
19 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
- 4650900
- Firm CRD
- 143601