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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Timothy? Claim Your ProfileTimothy Brungardt is a financial advisor with over 38 years of experience. Timothy has been registered with Cetera Investment Advisers LLC since August 2023 and previously worked at Securian Financial Services, Inc. from June 1988 to August 2023 and Mutual of Omaha Fund Management Company from April 1985 to April 1988. Timothy is registered as an Investment Advisor Representative in Nebraska and Texas. Timothy's areas of expertise include retirement planning, investment management, and college savings. Timothy provides financial planning, pension consulting, educational seminars, and selection of other advisors. Timothy works with individuals, businesses, and high-net-worth individuals.
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.
1
2
NE
08/10/2023 - Present
Cetera Investment Advisers LLC (NORFOLK NE)
NE
06/01/1988 - 08/10/2023
SECURIAN FINANCIAL SERVICES, INC. (NORFOLK NE)
NA
04/04/1985 - 04/30/1988
MUTUAL OF OMAHA FUND MANAGEMENT COMPANY
IA
Issued 07/15/1998
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 08/23/1997
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 10/03/2006
Series 7 - General Securities Representative Examination
BC
Issued 03/28/1985
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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