• Individual
  • Firm
at
in
in
When communicating online or investing with any professional, make sure you know who you’re dealing with. Imposters might link to sites like BrokerCheck from phishing or similar scam websites, or through social media , trying to steal your personal information or your money. Please contact FINRA with any concerns.
TIMOTHY PERRY LENSE
TIM LENSE
CRD#: 2920905
IA
Investment Adviser
B
Broker
VALIC FINANCIAL ADVISORS, INC.CRD#: 42803 500 WEST MADISON
SUITE 2850
CHICAGO, IL 60661
Registration History
1998200020022004200620082010201220142016201820202022202420262 FIRMS2001 - 2001 (<1 year)IAVALIC FINANCIAL ADVISORS, INC. (CRD# 42803)2004 - Present (20 years)BVALIC FINANCIAL ADVISORS, INC. (CRD# 42803)2001 - Present (23 years)BJWGENESIS FINANCIAL GROUP, INC (CRD# 38166)1999 - 2001 (2 years)BCHATFIELD DEAN & CO., INC. (CRD# 14714)1998 - 1999 (<1 year)
Disclosure(s)
View By:
1/26/2012
Customer Dispute
Settled
License(s)

State Registrations

B
Arizona 10/5/2020

B
Missouri 10/1/2020

IA
Arizona 10/14/2020

IA
Missouri 10/1/2020

B
California 5/3/2016

B
Montana 10/5/2020

IA
California 9/30/2024

IA
Montana 10/6/2020

B
Colorado 1/18/2019

B
Nevada 1/21/2005

IA
Colorado 1/22/2019

B
New York 12/11/2015

B
Connecticut 2/20/2020

IA
New York 8/16/2021

IA
Connecticut 2/20/2020

B
North Carolina 11/17/2014

B
Florida 9/29/2010

IA
North Carolina 2/2/2017

IA
Florida 9/30/2010

B
Oregon 2/1/2017

B
Illinois 8/31/2001

IA
Oregon 2/16/2017

IA
Illinois 7/1/2004

B
Texas 4/20/2018

B
Indiana 3/13/2012

IA
Texas 4/23/2018

IA
Indiana 3/14/2012

B
Virginia 10/5/2020

B
Iowa 6/18/2019

IA
Virginia 10/5/2020

IA
Iowa 6/19/2019

B
Washington 1/31/2023

B
Maryland 5/17/2006

B
Wisconsin 5/4/2005

IA
Maryland 9/18/2019

IA
Wisconsin 2/2/2017

B
Michigan 1/25/2013

B
Wyoming 10/5/2020

B
Minnesota 1/18/2019

IA
Wyoming 10/12/2020

IA
Minnesota 1/22/2019

SRO Registrations

Not all jurisdictions require IAR registration or may have an exemption from registration.
Current Registration(s)
IA
VALIC FINANCIAL ADVISORS, INC. (CRD#:42803)
500 WEST MADISON SUITE 2850, CHICAGO, IL 60661
Registered with this firm since 7/1/2004

B
VALIC FINANCIAL ADVISORS, INC. (CRD#:42803)
500 WEST MADISON SUITE 2850, CHICAGO, IL 60661
Registered with this firm since 8/31/2001

Previous Registration(s)
th hidden textth hidden textNameLocation
B
08/31/2001 - 12/31/2001 THE VARIABLE ANNUITY MARKETING COMPANY (CRD#:5081) HOUSTON, TX
B
01/02/2001 - 08/09/2001 FIRST UNION SECURITIES FINANCIAL NETWORK, INC. (CRD#:11025) ST. LOUIS, MO
B
01/04/1999 - 01/02/2001 JWGENESIS FINANCIAL GROUP, INC (CRD#:38166) BOCA RATON, FL
B
05/26/1998 - 01/04/1999 CHATFIELD DEAN & CO., INC. (CRD#:14714) GREENWOOD VILLAGE, CO
For additional information about investment advisers or broker-dealers, please visit
B
Broker
IA
Investment Adviser
Disclosures
Disclosures can be customer complaints or arbitrations, regulatory actions, employment terminations, bankruptcy filings and certain civil or criminal proceedings that they were a part of.