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Timothy Brungardt

40 Years of Experience
Norfolk, NE
1 DisclosureBrokerSells Insurance

Timothy Brungardt is a registered investment advisor, based in Norfolk, NE, with 40 years of industry experience.

Location

314 N 5th St, Norfolk, NE, 68701

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History

Regulatory History (1)
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Customer Dispute
December 2015
Denied
Other Business ActivitiesSells Insurance

Timothy is an agent/broker for fixed insurance sales through Heritage Fixed Insurance and Preferred Marketing Associates (PMA), dedicating about 10-20% of his time to Heritage Fixed Insurance. He also owns rental properties and is involved with Big Bang Boom, Inc. and the Norfolk Family YMCA.

Employment History
Current Registrations
Cetera Investment Advisers LLC
August 2023 - Present · 2 yrs 9 mos
Cetera Wealth Services, LLCBroker
August 2023 - Present · 2 yrs 9 mos
Previous Registrations
Securian Financial Services, INC.
September 1997 - August 2023 · 25 yrs 11 mos
Securian Financial Services, INC.Broker
June 1988 - August 2023 · 35 yrs 2 mos
Mutual of Omaha Fund Management CompanyBroker
April 1985 - April 1988 · 3 yrs
State Registrations10 states
AZCOFLIAKSMNMONESDTX
AdvisorBrokerBoth

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.

Exams
No exam information available for this advisor.
Timothy Brungardt - Financial Advisor | TrueAdvisor