TB
TB

Timothy Brungardt

41 Years of Experience
Norfolk, NE
1 DisclosureBrokerSells Insurance

Timothy Brungardt is a registered investment advisor at Cetera Investment Advisers LLC, based in Norfolk, NE, with 41 years of industry experience. Timothy is also registered as a broker, so some compensation may come from commissions on products sold. Their firm serves 813,961 clients with $260B in assets under management.

Compensation
Fee-Only (% of Portfolio)Fixed/Hourly
Firm Size
10471 advisors
IM Fee
Planning only
Assets Under Management
$256.8B
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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 · 3 yrs 2 mos
Cetera Wealth Services, LLCBroker
August 2023 - Present · 3 yrs 2 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.
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