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Brendan Daniel Clune

Investment adviser representative at Timber Creek Capital Management, LLC
10 yearsExperience
2 statesRegistered in
$636.8MFirm assets
18 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 assets

Services the firm offers

These describe the firm as a whole, not only this advisor.

  • Financial planning
  • Portfolio management

Experience

10 years in the industry.

  1. Timber Creek Capital Management, LLCJan 2024 to now
  2. Timber Creek Capital Management, LlvOct 2023 to now
  3. Grant ThorntonAug 2022 to Sep 2023
  4. Morgan Stanley & Co. LLCMar 2021 to Aug 2022
  5. Morgan Stanley Services Group, Inc.Mar 2021 to Aug 2022
  6. Fidelity InvestmentsJun 2016 to Feb 2021

Exams passed

  • Series 65 · Uniform Investment Adviser Law2023

State registrations

Registered as an investment adviser representative in 2 states (MA, RI).

Timber Creek Capital Management, LLC

$636.8MAssets managed
46Clients
3Advisers
18 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
6680008
Firm CRD
146220
Advisor's SEC record (opens in a new tab)
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