Troy Woods (CRD# 2140500) is an Investment Advisor Representative working at Tlg Advisors, Inc. in Elkhorn, NE and has over 33 years of experience in the finance industry.
CRD# 6243132
Edward Jones
CRD# 5297231
Charles Schwab & Company, Inc.
CRD# 6157826
Principal Advised Services
| Company Name | Location | Dates | Years |
|---|---|---|---|
| The Leaders Group Inc. | Littleton, CO | Sep 2017 - Current | 6 |
| Was Insurance (dba Element Insurance Partners) | Elkhorn, NE | Jul 2014 - Current | 9 |
| Was Insurance LLC | Omaha, NE | Sep 2013 - Current | 10 |
| Ameritas Life Insurance Corp. | Lincoln, NE | Oct 2009 - Current | 14 |
| Acacia Life Insurance | Bethesda, MD | Oct 2009 - Current | 14 |
| Union Central Life Insurance | Cincinnati, OH | Oct 2009 - Current | 14 |
| Troy E. Woods & Associates, Inc. | Omaha, NE | Dec 2006 - Current | 17 |
| Northern Lights Distributors, LLC | Omaha, NE | May 2015 - Sep 2017 | 2 |
| Cls Investments, LLC | Omaha, NE | May 2015 - Sep 2017 | 2 |
| Ameritas Investment Corp. | Lincoln, NE | Oct 2009 - May 2015 | 5 |
| Ash Johnson Company | Ashland, NE | Jan 2012 - Aug 2014 | 2 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S63 | Uniform Securities State Law Examination | May 1991 |
| S65 | NASAA Investment Advisors Law Examination | Oct 2006 |
- NE
-
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.