Donald Baran (CRD# 7195002) is an Investment Advisor Representative working at Tlg Advisors, Inc. in Crystal Lake, IL and has over 4 years of experience in the finance industry.
CRD# 4617312
Ahlbeck Financial
CRD# 6159176
The Ayco Company, LP
CRD# 837590
Lpl Financial LLC
| Company Name | Location | Dates | Years |
|---|---|---|---|
| The Leaders Group Inc. | Littleton, CO | Aug 2021 - Current | 2 |
| Fsg | Crystal Lake, IL | Apr 2020 - Current | 4 |
| Pizza Hut | Lake In The Hills, IL | Mar 2020 - Jul 2020 | < 1 |
| Edward Jones | St. Louis, MO | Nov 2019 - Feb 2020 | < 1 |
| Weiman Products | Gurnee, IL | Jul 2018 - Nov 2019 | 1 |
| Emco Chemical Distributors | North Chicago, IL | Jul 2016 - Jun 2018 | 1 |
| Aerotek | Deerfield, IL | May 2015 - Jul 2016 | 1 |
| Glm Financial Group | Kildeer, IL | Dec 2014 - May 2015 | < 1 |
| James Hardie | Naperville, IL | Jul 2014 - Nov 2014 | < 1 |
| Eggs Inc. | Naperville, IL | Feb 2014 - Nov 2014 | < 1 |
| Brachoni's Restraurant & Pizzeria | Naperville, IL | Jan 2014 - Jul 2014 | < 1 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S66 | NASAA Uniform Combined State Law Examination | Jan 2020 |
- IL
-
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
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