Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Timothy? Claim Your ProfileTimothy Alan Kunkel is a financial advisor with over 40 years of experience in the financial services industry. Timothy is a Certified Financial Planner™ and is currently registered as a Registered Representative with Osaic Wealth, Inc. in Montana and Minnesota. Timothy has held previous positions with Securities America, Inc., SII Investments, Inc., Waveland Capital Partners LLC, Fortis Investors, Inc., NWNL Management Corporation and Royal Alliance Associates, Inc.. Timothy provides financial advice to individuals, families, and businesses. Timothy specializes in financial planning, portfolio management, and insurance sales. Timothy is committed to helping clients achieve their financial goals.
Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.
Comprehensive financial plans to help you achieve your personal and business goals.
Guidance on pension options to ensure a secure financial future.
Seminars designed to boost your financial literacy and investment knowledge.
Helps you choose top advisors aligned with your financial goals.
Custom portfolio management strategies for businesses to achieve long-term growth.
Personalized portfolio management to meet individual financial objectives.
Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.
Set rates for specific services, regardless of time or assets managed.
A percentage of the total value of assets under management is charged.
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2
MT
06/14/2024 - Present
Osaic Wealth, Inc. (Big Sky MT)
MT
11/16/2017 - 06/14/2024
SECURITIES AMERICA, INC. (Big Sky MT)
MN
01/13/2011 - 11/16/2017
SII INVESTMENTS, INC. (BLAINE MN)
CA
01/16/2008 - 01/13/2011
WAVELAND CAPITAL PARTNERS LLC (IRVINE CA)
MN
07/07/1997 - 01/04/2008
SII INVESTMENTS, INC. (BLUE EARTH MN)
MN
08/06/1991 - 07/23/1997
FORTIS INVESTORS, INC. (OAKDALE MN)
CT
05/18/1990 - 08/02/1991
NWNL MANAGEMENT CORPORATION (WINDSOR CT)
AZ
11/19/1989 - 07/24/1991
ROYAL ALLIANCE ASSOCIATES, INC. (SCOTTSDALE AZ)
NA
07/12/1988 - 11/19/1989
INTEGRATED RESOURCES EQUITY CORPORATION
NA
05/22/1985 - 08/08/1988
ASKAR CORP.
NA
10/06/1986 - 07/26/1988
NWNL MANAGEMENT CORPORATION
NA
06/21/1982 - 04/02/1985
NWNL MANAGEMENT CORPORATION
IA
Issued 08/20/2010
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 06/24/1982
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 09/10/1997
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 06/20/1987
Series 7 - General Securities Representative Examination
BC
Issued 06/18/1982
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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