Timothy Parenteau (CRD# 7153622) is an Investment Advisor Representative working at Bankers Life Advisory Services, Inc. in Saint Cloud, MN and has over 4 years of experience in the finance industry.
CRD# 1798616
Primerica Advisors
CRD# 1185989
Valmark Advisers, Inc.
CRD# 6032657
Ameriprise Financial Services, LLC
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Bankers Life Securities | Minneapolis, MN | Jul 2019 - Current | 5 |
| Bankers Life And Casualty Co | St Cloud, MN | Nov 2018 - Current | 5 |
| Bankers Life And Casualty Co | St Cloud, MN | Mar 2018 - Oct 2018 | < 1 |
| Bankers Life And Casualty Co | St Cloud, MN | Sep 2004 - Mar 2018 | 13 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S65 | NASAA Investment Advisors Law Examination | May 2020 |
| S63 | Uniform Securities State Law Examination | Sep 2019 |
- MN
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Total Assets Under Management1,486MILLIONS
-
Total Number of Accounts13,089ACCOUNTS
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Average Account Value$113,532
- A percentage of assets under your management
- Other
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Selection of other advisers (including private fund managers)
- Educational seminars/workshops
AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, PR, RI, SC, SD, TN, TX, UT, VA, VT, WA, WI, WV, WY
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