Investments

Investments

Learn more about Tim F. Smith!

Timothy F Smith is a financial services veteran having worked with both property and casualty insurance companies and 2 investment firms. In Property Casualty, Tim worked with the St. Paul Companies, Travelers, MetLife and Frankenmuth Mutual Insurance. In Investment firms, Tim worked with Horace Mann Investors and Brokers International. Tim’s passion is helping others. His roles in sales and claims fulfill that passion. He has held roles in customer service functions from claim to sales and marketing. He has also held operational roles including Products, Strategy, and Mergers.

Tim holds a Bachelor of Arts from Hamline University (Minnesota’s oldest University) and a mini-MBA from the University of St. Thomas. He holds a Project Management for Leaders certificate from the University of St. Thomas. Tim holds several certificates from the Insurance Institute of America including an AIC designation, and certificates in Regulation and Supervisory Management.

Tim has passed 3 Financial Exams:

  • Series 63 – Uniform Securities Agent State Law Examination
  • SIE – Securities Industry Essentials Examination
  • Series 6 – Investment Company Products/Variable Contracts Representative Examination

Tim is a licensed insurance producer in Texas, Iowa and Minnesota; a licensed adjuster in Texas; and has three state registrations in Iowa, Minnesota and Texas.

Tim enjoys spending time golfing, photography and travel. He has 1 daughter, 2 step daughter’s and a step-son. He lives with his wife Becky in San Antonio, TX but travels frequently to be with agency staff in the Midwest including Des Moines, IA.

https://brokercheck.finra.org/individual/summary/6532717

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