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Timothy Michael Kugel

Investment Adviser Representative at BANKERS LIFE ADVISORY SERVICES, INC.

CRD #8018275Investment Adviser Rep
No disclosures on record
Sourced from SEC IAPD & FINRA BrokerCheck
Exams Passed
2

Registrations & licenses

Registration type
Investment Adviser Rep
Examinations passed
Series 65
Uniform Investment Adviser Law Examination
Passed 11/16/2024
SIE
Securities Industry Essentials Examination
Passed 8/26/2025

Approximate fees

Estimated from the firm's Form ADV — individual terms may differ. Not a quote.

Primary fee model
Assets Under Management (AUM)
Asset tierAnnual rate
Greater than $4 million0.30%
$2 million to $4 million0.40%
$1 million to $2 million0.50%
$1 million and below1.25%
Source

BANKERS LIFE ADVISORY Services, INC. Form ADV Part 2A (Item 5), most recent annual amendment.

Official records & sources

Data as of May 30, 2026 · Source: SEC IAPD & FINRA BrokerCheck

About this profile

This profile was compiled and published by AdvisorFinder as editorial content using publicly available information from the SEC's IAPD database and FINRA BrokerCheck. Timothy Michael Kugel has not reviewed, approved, or endorsed this profile and is not responsible for its accuracy. Regulatory records change over time — always verify the current record directly on BrokerCheck or SEC.gov before making any decision. AdvisorFinder may be compensated for referrals generated through this page.

Timothy Michael Kugel - Financial Advisor | AdvisorFinder