Timothy Kunkel
Timothy Kunkel is a CFP-designated registered investment advisor at Osaic Wealth, INC., based in Big Sky, MT, with 43 years of industry experience. Timothy operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Business Owners, Education Planning, Estate Planning, Investment Management, and 1 more. Their firm serves 574,829 clients with $200B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Osaic Wealth offers investment management through several platforms, including Advisor Managed Portfolios, Unified Managed Accounts, and Signator Managed Account Platform. Fees are negotiable and based on a percentage of the assets in your account. The fees cover advisory services, custodial services, and in some cases, transaction costs. Mutual funds and ETFs within these accounts have their own internal fees. Some programs have wrap accounts where all costs are bundled into one fee.
Location
Big Sky, MT
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Regulatory History (1)
Customer Dispute
July 1994Other Business ActivitiesSells Insurance
Timothy is involved in insurance sales, dedicating minimal time to this activity. He also works as an advisor with Securities America Advisors, spending about a third of his time on this role.
Employment History
Current Registrations
Osaic Wealth, INC.
Osaic Wealth, INC.Broker
Previous Registrations
Securities America Advisors, INC.
Securities America, INC.Broker
Sii Investments, INC.
Sii Investments, INC.Broker
Waveland Capital Partners LLC
Waveland Capital Partners LLCBroker
Sii Investments, INC.
Sii Investments, INC.Broker
Fortis Investors, INC.Broker
Nwnl Management CorporationBroker
Royal Alliance Associates, INC.Broker
Integrated Resources Equity CorporationBroker
Nwnl Management CorporationBroker
Askar CORP.Broker
Nwnl Management CorporationBroker
State Registrations12 states
You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.