Timothy Lee Iverson

Current Employers

Employment History

• 08/2009 → 08/2023
  Minnesota Life Insurance Co
  St Paul, MN
• 08/2009 → 08/2023
  Securian Financial Services Inc
  St Paul, MN
• 08/2009 → Present
  Heritage Financial Services
  Omaha, NE
• 08/2023 → Present
  Cetera Wealth Services, Llc
  Omaha, NE
• 08/2023 → Present
  Cetera Investment Advisers Llc
  Schaumburg, IL
• 04/2026 → Present
  Tli Enterprises Llc
  Omaha, NE

Previous Registrations

• 2014-11-06 → 2023-08-10
  Securian Financial Services, Inc.
  Omaha, NE
  St. Paul, MN

Other Businesses

1) CONSULTANT4SENIORS POSITION: Member NATURE: Consultant INVESTMENT RELATED: No NUMBER OF HOURS: 5 SECURITIES TRADING HOURS: 0 START DATE: 07/01/2021 ADDRESS: 1010 S 120th St, Omaha NE 68154, United States DESCRIPTION: This is a business that offers Medicare plans. 2) NAME OF OTHER BUSINESS: HERITAGE FINANCIAL SERVICES DBA HFS; INVESTMENT RELATED: YES; ADDRESS: SAME AS REGISTERED LOCATION; NATURE OF BUSINESS: FINANCIAL SERVICES; START DATE: 01/2020; POSITION/TITLE/RELATIONSHIP: FINANCIAL PROFESSIONAL; APX NUMBER OF HOURS PER WEEK: 40; APX NUMBER OF HOURS DURING TRADING HOURS: 32.5; BRIEF DESCRIPTION OF DUTIES: DBA FOR FINANCIAL AND INSURANCE SERVICES; 3) NAME OF OTHER BUSINESS: TLI ENTERPRISES LLC INVESTMENT RELATED: YES ADDRESS: SAME AS REGISTERED LOCATION; NATURE OF BUSINESS: FINANCIAL SERVICES START DATE: 4/30/2026 POSITION/TITLE/RELATIONSHIP: MANAGER APX NUMBER OF HOURS PER WEEK: 40 APX NUMBER OF HOURS DURING TRADING HOURS: 8 BRIEF DESCRIPTION OF DUTIES: FINANCIAL SERVICES

Exams

• S66 Uniform Combined State Law Examination
  2014-11-03
• S63 Uniform Securities Agent State Law Examination
  2010-01-14