Gerard Vanderzanden (CRD# 2658314) is an Investment Advisor Representative working at Tlg Advisors, Inc. in Hailey, ID and has over 22 years of experience in the finance industry.
CRD# 4530849
Ubs Financial Services Inc.
CRD# 5859669
Lpl Financial LLC
CRD# 719215
Robert W. Baird & Company Incorporated
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Ida - New West Insurance | Hailey, ID | Jan 2021 - Current | 3 |
| The Leaders Group, Inc. | Littleton, CO | Sep 2019 - Current | 4 |
| The Annuity Store (truchoice) | Sacramento, CA | Nov 2016 - Nov 2020 | 4 |
| Questar Capital Corporation | Minneapolis, MN | Feb 2017 - May 2019 | 2 |
| Questar Asset Management | Minneapolis, ME | Feb 2017 - May 2019 | 2 |
| Lincoln Financial Group | Dublin, CA | Sep 2009 - Nov 2016 | 7 |
| Lincoln Financial Securities Corp | Dublin, CA | Sep 2009 - Nov 2016 | 7 |
| Coastal Financial Partners Group LLC | Dublin, CA | Sep 2009 - Nov 2016 | 7 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S63 | Uniform Securities State Law Examination | Sep 2001 |
- ID
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Total Assets Under Management1,661MILLIONS
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Total Number of Accounts5,935ACCOUNTS
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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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