Michael Timothy Engler

Current Employers

Employment History

• 08/2008 → 09/2016
  Metrie
  Randolph, NJ
• 09/2016 → 08/2017
  Paychex Inc.
  Allentown, PA
• 06/2017 → 05/2018
  Axa Advisors, Llc
  New York, NY
• 04/2018 → 04/2019
  Guardian Life Insurance Company
  Clarks Summit, PA
• 06/2018 → 04/2019
  Park Avenue Securities
  Clarks Summit, PA
• 04/2019 → 02/2022
  Guardian Life Insurance Company
  Allentown, PA
• 04/2019 → 02/2022
  Park Avenue Securities
  Allentown, PA
• 02/2022 → Present
  Hornor Townsend & Kent Llc
  Horsham, PA
• 09/2021 → Present
  Penn Mutual Life Insurance Company
  Horsham, PA

Previous Registrations

• 2018-06-19 → 2022-02-07
  Park Avenue Securities Llc
  Clarks Summit, PA
  Allentown, PA
• 2018-01-17 → 2018-05-25
  Equitable Advisors, Llc
  Bethlehem, PA
  Bala Cynwyd, PA
  Bethlehem, PA

Other Businesses

1) INSURANCE BROKERAGE | INVESTMENT RELATED: YES | DBA NAME: 1847 FINANCIAL | POSITION HELD: AGENT | ADDRESS: 1550 POND RD, STE 140, ALLENTOWN, PA 18104 | START DATE: 2/1/2022 | NATURE OF ACTIVITY: LIFE INSURANCE BROKERAGE | APPROX HRS PER MTH: 41-100 HRS | APPROX TRADING HRS PER MTH: 41-100 HRS | DESCRIPTION OF DUTIES: SALES & SERVICE OF BROKERAGE; AND LIFE, ACCIDENT, HEALTH/DI/LTC AND ANNUITY ACCOUNTS FOR MULTIPLE INSURANCE CARRIERS INCLUDING THE PENN MUTUAL LIFE INS. CO. ADVISORS PROVIDE CLIENTS FINANCIAL PLANNING SERVICES AND OTHER INVESTMENT ADVISORY SERVICES AND INVESTMENT PRODUCTS THROUGH HORNOR, TOWNSEND & KENT, LLC, A REGISTERED INVESTMENT ADVISOR AND FINRA MEMBER FIRM. 2) INSURANCE BROKERAGE | INVESTMENT RELATED: NO | DBA NAME: WEALTH SCOPE FINANCIAL | POSITION HELD: OTHER - 34% GENERAL PARTNER | ADDRESS: 5000 WEST TILGHMAN STREET, ALLENTOWN, PA 18104 | START DATE: 1/1/2021 |NATURE OF ACTIVITY: LIFE INSURANCE BROKERAGE | APPROX HRS PER MTH: 41-100 HRS | APPROX TRADING HRS PER MTH: 41-100 HRS | DESCRIPTION OF DUTIES: SALES & SERVICE OF BROKERAGE; AND LIFE, ACCIDENT, HEALTH/DI/LTC AND ANNUITY ACCOUNTS FOR MULTIPLE INSURANCE CARRIERS INCLUDING THE PENN MUTUAL LIFE INS. CO. 3) LEHIGH VALLEY BUSINESS GROUP | INVESTMENT RELATED: NO | DBA NAME: LEHIGH VALLEY BUSINESS GROUP | POSITION HELD: BOARD MEMBER | ADDRESS: NONE | START DATE: 3/26/2019 | NATURE OF ACTIVITY: OTHER - | APPROX HRS PER MTH: LESS THAN 10 | APPROX TRADING HRS PER MTH: LESS THAN 10 | DESCRIPTION OF DUTIES: CO-CHAIRMAN OF GROUP TO HELP FACILITATE AWARENESS WITH THE LEHIGH COMMUNITY FOR RESOURCES TO HELP FAMILIES. 4) INSURANCE BROKERAGE | DBA: 1847 WEALTH ADVOCATE | POSITION: AGENT | NATURE: LIFE INSURANCE BROKERAGE | INVESTMENT RELATED: YES | NUMBER OF HOURS: 15 | SECURITIES TRADING HOURS: 15 | START DATE: 04/26/2024 | ADDRESS: 161 WASHINGTON ST., SUITE 1111, CONSHOHOCKEN PA 19428 | DESCRIPTION: AGENT. 5) SEMINAR SELLING |DBA: COMPLETE FINANCIAL DESIGN | POSITION: PARTNER | NATURE: FINANCIAL PLANNING | INVESTMENT RELATED: YES | NUMBER OF HOURS: 120 | SECURITIES TRADING HOURS: 120 | START DATE: 02/24/2025 | ADDRESS: 161 WASHINGTON ST., SUITE 1111, CONSHOHOCKEN PA 19428 | DESCRIPTION: GIVE SEMINAR SPEECHES, MEET WITH PROSPECTIVE CLIENTS ABOUT THEIR FINANCIAL GOALS AND NEEDS. DESIGN AND IMPLEMENT FINANCIAL PLANS. 6) INSURANCE BROKERAGE | DBA: BIG MIKE FINANCIAL | POSITION: PROPRIETOR/OWNER | NATURE: LIFE INSURANCE BROKERAGE | INVESTMENT RELATED: YES | NUMBER OF HOURS: 100 | SECURITIES TRADING HOURS: 100 | START DATE: 11/24/2025 | ADDRESS: 1550 POND RD, ALLENTOWN PA 18104 | DESCRIPTION: I WILL BE CREATING AND STRUCTURING FINANCIAL PLANS INCORPORATING WHEN APPLICABLE LIFE INSURANCE, DISABILITY INSURANCE, LONG TERM CARE, ANNUITIES, INVESTMENTS, AND FEE BASED PLANNING.

Exams

• S65 Uniform Investment Adviser Law Examination
  2018-01-13
• S63 Uniform Securities Agent State Law Examination
  2017-08-09

Other Names

• Michael T. Engler
• Michael Engler
• Michael Timothy Engler
• Michael Timothy Engler