Timothy
Clepper
Ellsworth Advisors, LLC
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About this Advisor
Timothy Clepper is a financial advisor based in Hudson, Ohio, working with Ellsworth Advisors, LLC. Timothy has previously held positions at Lpl Financial LLC, Cortland Private Wealth Management, Ellsworth Private Wealth Management, Ellsworth Advisors, LLC, Kaulig Companies LTD, Stratos Wealth Partners, and Morgan Stanley. Timothy has passed the Series 63 and Series 65 regulatory exams and is registered to provide services in Ohio. Currently, Timothy is part of Ellsworth Advisors, LLC, which operates out of Hudson, Ohio. The firm has 2 offices and 13 employees. The firm manages assets totaling $913.6 million and serves high-net-worth clients. The services offered by the firm include financial planning services, portfolio management for individuals and small businesses, pension consulting services, selection of other advisers, and other services. The fee structure at Ellsworth Advisors, LLC includes asset-based and fixed fees.
Certifications and Registrations
Services Offered
Fee Structure
Office Location
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Ellsworth Advisors, LLC Brokerage Details
$913,641,239
13
1,500
$609,094
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Pension consulting services
- Selection of other advisers
- Other
Timothy Clepper Work History
Ellsworth Advisors, LLC
Kaulig Companies LTD
Cortland Private Wealth Management
Lpl Financial LLC
Ellsworth Private Wealth Management
Stratos Wealth Partners
Morgan Stanley
Disclosures
Please visit the SEC profile of Timothy Clepper to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.
Financial Advisors at Ellsworth Advisors, LLC
Hudson, OH
Hudson, OH
Hudson, OH
Hudson, OH
Hudson, OH
Hudson, OH
Hudson, OH
Hudson, OH
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