Timothy David Bonisteel

Employer firm

Principal Securities, Inc. CRD 1137

$17.0B regulatory AUM 1,717 advisory clients

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Portfolio management (institutions)
• Pension consulting
• Selection of other advisers
• Educational seminars

From the firm’s Form ADV. Read the guides:

• Item 5F — Regulatory AUM
• Item 5G — Advisory services
• Full firm profile

Current Employers

Employment History

• 07/2008 → 02/2025
  Lincoln Financial Securities Corporation
  Concord, NH
• 01/2009 → 02/2025
  Lincoln Financial Advisors
  Fort Wayne, IN
• 01/2025 → 04/2025
  Osaic Wealth, Inc.
  Scottsdale, AZ
• 01/2026 → Present
  Principal Life Insurance Company
  Epsom, NH
• 04/2025 → 01/2026
  Unemployed
  Epsom, NH
• 02/2026 → Present
  Principal Securiites, Inc.
  Epsom, NH

Exams

• S66 Uniform Combined State Law Examination
  2026-05-27
• S63 Uniform Securities Agent State Law Examination
  2006-11-20

Other Names

• Timothy Bonisteel
• Timothy David Bonisteel