Timothy Alan Kunkel

Current Employers

Employment History

• 01/2011 → 11/2017
  Sii Investments, Inc.
  Blaine, MN
• 11/2017 → 06/2024
  Securities America, Inc.
  Big Sky, MT
• 11/2017 → 06/2024
  Securities America Advisors
  Big Sky, MT
• 06/2024 → Present
  Osaic Wealth, Inc.
  Big Sky, MT
• 06/2024 → Present
  Osaic Wealth, Inc.
  Big Sky, MT

Previous Registrations

• 2017-11-16 → 2024-06-14
  Securities America Advisors, Inc.
  Blaine, MN
  Big Sky, MT
• 2011-01-18 → 2017-11-16
  Sii Investments, Inc.
  Blaine, MN
  Appleton, WI
  Blaine, MN
• 2010-07-23 → 2011-01-13
  Waveland Capital Partners Llc
  Fairmont, MN
  Fairmont, MN
  Irvine, CA
• 2000-01-12 → 2008-01-04
  Sii Investments, Inc.
  New Ulm, MN
  Blue Earth, MN
  Owatonna, MN
  Madelia, MN
  Newell, IA
  Rock Rapids, IA
  Effingham, IL
  Fairmont, MN
  Okoboji, IA
  Windom, MN
  Greenfield, IA
  Mankato, MN
  Spirit Lake, IA

Other Businesses

1) Insurance Sales Position: Insurance sales Nature: Insurance Sales Investment Related: No Hours: 1 Securities Trading Hours: 1 Start Date: 11/03/2017 Address: 201 Four Point Rd, Big Sky, MT 59716 2) DBA - Wealthbridge Partners 3) ANTLER RIDGE HOA POSITION: Board Member NATURE: The nature of this business is a homeowners association. I am a board member. INVESTMENT RELATED: No NUMBER OF HOURS: 2 SECURITIES TRADING HOURS: 0 START DATE: 03/08/2025 ADDRESS: PO Box 758, Big Sky MT 59716, United States DESCRIPTION: Serve as a board member.

Exams

• S65 Uniform Investment Adviser Law Examination
  2010-08-20
• S63 Uniform Securities Agent State Law Examination
  1982-06-24

Designations

Other Names

• Tim Kunkel