Michael Kalen (CRD# 2200019) is an Investment Advisor Representative working at Tlg Advisors, Inc. in Boise, ID and has 1 year of experience in the finance industry.
CRD# 6768948
Lpl Financial LLC
CRD# 4962091
Eagle Strategies LLC
CRD# 6238361
Edward Jones
| Company Name | Location | Dates | Years |
|---|---|---|---|
| The Leaders Group Inc. | Littleton, CO | Nov 2017 - Current | 6 |
| Covr Financial Technologies | Boise, ID | Sep 2017 - Current | 6 |
| The Sequoia Group LLC | West Hartford, CT | Feb 2017 - Current | 7 |
| Futurity First Advisory Services (ffas) | Hartford, CT | Oct 2012 - Jan 2017 | 4 |
| Futurity First Investment Services (ffis) | Hartford, CT | Apr 2010 - Jan 2017 | 6 |
| Futurity First Financial Corporation (fffc) | Hartford, CT | Jan 2010 - Jan 2017 | 7 |
| Futurity First Insurance Group (ffig) | Rocky Hill, CT | Jan 2010 - Jun 2015 | 5 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S63 | Uniform Securities State Law Examination | Jul 2023 |
- ID
-
Total Assets Under Management1,661MILLIONS
-
Total Number of Accounts5,935ACCOUNTS
-
Average Account Value$279,920
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for pooled investment vehicles (other than investment companies)
- Portfolio management for businesses (other than small businesses) or institutional clients
- Pension consulting services
- Selection of other advisers (including private fund managers)
- Educational seminars/workshops
- Other
AL, AR, AZ, CA, CO, CT, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MA, MD, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NV, NY, OH, OK, OR, PA, RI, SC, TN, TX, UT, VA, WA, WI, WV, WY
About Wealthminder
Wealthminder was created for one simple reason: To help people get the financial assistance they need to achieve their long-term financial goals.
Wealthminder is a database derived from SEC.gov data covering every Investment Advisor Representative in the country. We work hard to collect and provide you the information you need to find a financial advisor who’s right for you.
Finding a Financial Advisor through Wealthminder
Historically finding and hiring a financial advisor was hard. Wealthminder was built to make the process much easier.
The best way to use Wealthminder is to take advantage of our free proposal system. All you have to do is take a few minutes of your time to describe your situation and the assistance you are looking for.
Wealthminder then sends your request to our network of prescreened financial advisors. If a financial advisor is interested in your business, they will submit a proposal to you.
You review the proposals you receive and decide if you’d like to have a follow-up call with one or more of the financial advisors.
Throughout the process, you maintain control. We only share your contact information with a financial advisor once you ask for an introduction.