Unclaimed Profile

Timothy David Bonisteel

LINCOLN FINANCIAL ADVISORS CORPORATION·FORT WAYNE, Indiana

SIE, Series 4, Series 7, Series 24, Series 52TO, Series 53, Series 63, Series 66Clean recordLINCOLN FINANCIAL ADVISORS CORPORATION

1301 SOUTH HARRISON STREET, FORT WAYNE, IN 46802CRD# 4943070Firm CRD# 3978

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed

Identity

Timothy David Bonisteel · FORT WAYNE, IN

Registration

CRD #4943070 · LINCOLN FINANCIAL ADVISORS CORPORATION

Brand Profile

Not yet started

Career History

PRINCIPAL SECURITIES, INC.

May 2026 – present

Registrations & Exams

FINRA examinations passed

SIE

Series 4

Series 7

Series 24

Series 52TO

Series 53

Series 63

Series 66

Registration record

First registered · May 28, 2026

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD, as of 14 August 2026. Verify on FINRA BrokerCheck →

Firm Overview

Firm

OSAIC FA, INC.

CRD 3978 · SEC 801-42530

AUM

$37.1B

Regulatory assets under management

Employees

1,607

103,063 client accounts

Services offered by OSAIC FA, INC.

Per Form ADV

Financial planning

Portfolio management (individuals)

Selection of other advisers

Security ratings or pricing services

Charitable organization or education services

Other

Client types served by the firm

Per Form ADV

Individuals

High Net Worth Individuals

Nonprofits & Foundations

View all advisors at OSAIC FA, INC. →

Introduction

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Frequently Asked Questions

What services does Timothy David Bonisteel offer?

Timothy David Bonisteel specializes in Financial Planning, Investment Management, Wealth Management. Contact their office in FORT WAYNE, Indiana for a consultation.

What are Timothy David Bonisteel's credentials?

Timothy David Bonisteel is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.

Where is Timothy David Bonisteel located?

Timothy David Bonisteel is based in FORT WAYNE, Indiana, working with LINCOLN FINANCIAL ADVISORS CORPORATION. Their office serves clients in the FORT WAYNE metropolitan area and surrounding communities.

How does Timothy David Bonisteel charge for services?

Timothy David Bonisteel's firm is compensated through percentage of aum, hourly charges, subscription fees, commissions. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.

How large is LINCOLN FINANCIAL ADVISORS CORPORATION?

LINCOLN FINANCIAL ADVISORS CORPORATION has approximately 1607 employees and manages $37.1B in regulatory assets under management. The firm is registered with the SEC as an investment adviser.

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