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Todd Van Smithpeter

Investment Adviser Representative at CEDAR MOUNTAIN ADVISORS, LLC

Lake Oswego, ORCRD #2386385Dual-registered
No disclosures on record
Sourced from SEC IAPD & FINRA BrokerCheck
Years of Experience
23 yrs
States Registered
1 states
Exams Passed
5

Registrations & licenses

Registration type
Dual-registered
Registered in 1 states
Oregon
Examinations passed
Series 65
Uniform Investment Adviser Law Examination
Passed 4/18/2006
Series 63
Uniform Securities Agent State Law Examination
Passed 4/5/2004
SIE
Securities Industry Essentials Examination
Passed 10/1/2018
Series 7
General Securities Representative Examination
Passed 8/23/2003
Series 6
Investment Company Products/Variable Contracts Representative Examination
Passed 4/26/1994

Approximate fees

Estimated from the firm's Form ADV — individual terms may differ. Not a quote.

Primary fee model
Assets Under Management (AUM)
Asset tierAnnual rate
First tier1.75%
Second tier1.50%
Third tier1.25%
Fourth tier1.15%
Fifth tier
Account minimum: $250,000

Firm-stated minimum; may be waived at the firm's discretion.

Source

Cedar Mountain Advisors, LLC Form ADV Part 2A (Item 5), most recent annual amendment.

Employment history

Registration history as reported to FINRA, most recent first.

CEDAR MOUNTAIN ADVISORS, LLCCurrent
6/17/2010Lake Oswego, OR
STANCORP INVESTMENT ADVISERS, INC.
10/15/20076/16/2010Portland, OR
MASTERPLAN ADVISORS, INC.
3/6/20079/13/2007Portland, OR

Official records & sources

Data as of August 10, 2026 · Source: SEC IAPD & FINRA BrokerCheck

Other advisors at CEDAR MOUNTAIN ADVISORS, LLC

5 other advisors in the directory

View CEDAR MOUNTAIN ADVISORS, LLC firm profile
About this profile

This profile was compiled and published by AdvisorFinder as editorial content using publicly available information from the SEC's IAPD database and FINRA BrokerCheck. Todd Van Smithpeter has not reviewed, approved, or endorsed this profile and is not responsible for its accuracy. Regulatory records change over time — always verify the current record directly on BrokerCheck or SEC.gov before making any decision. AdvisorFinder may be compensated for referrals generated through this page.

Todd Van Smithpeter - Financial Advisor in Lake Oswego, OR | AdvisorFinder