Unclaimed
Timothy Brungardt is a financial advisor with Cetera Investment Advisers LLC. Timothy has over 38 years of experience in the financial services industry. He is registered with the state of Nebraska and Texas. Timothy provides a wide range of financial services including financial planning, pension consulting, educational seminars, selection of other advisors, portfolio management for businesses and individuals. Timothy has also worked with Securian Financial Services, Inc. and Mutual of Omaha Fund Management Company in the past.
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 7/15/1998
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 8/23/1997
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/1/2018
SIE - Securities Industry Essentials Examination
BC
Issued 10/3/2006
Series 7 - General Securities Representative Examination
BC
Issued 3/28/1985
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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