Timothy Wade Parenteau

Employer firm

Bankers Life Advisory Services, Inc. CRD 281285

$2.49B regulatory AUM

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• 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

• 07/2019 → Present
  Bankers Life Securities, Inc
  Minneapolis, MN
• 11/2018 → Present
  Bankers Life & Casualty, Inc
  St Cloud, MN
• 03/2018 → 10/2018
  Bankers Life And Casualty Co
  St Cloud, MN
• 09/2004 → 03/2018
  Bankers Life And Casualty Co
  St Cloud, MN

Other Businesses

Bankers Life & Casualty, Inc / Non-investment related/ 3400 1st St N Ste 204, St. Cloud MN 56303/ Insurance sales company/ Unit Supervisor & Insurance sales agent/ Start date: September 20, 2004/ Approximate hours: 40/ During trading hours:40/ I serve customers with their life and health insurance related needs. I also train fellow agents and manage a sales unit.

Exams

• S65 Uniform Investment Adviser Law Examination
  2020-05-20
• S63 Uniform Securities Agent State Law Examination
  2019-09-28

Other Names

• Tim Wade Parenteau