Alan Tuchmann, financial advisor North Haven CT
90 score

Alan Tuchmann

CRD Number: 6163726
Current Firm: Tlg Advisors, Inc.

Alan Tuchmann (CRD# 6163726) is an Investment Advisor Representative working at Tlg Advisors, Inc. in North Haven, CT and has over 4 years of experience in the finance industry.

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Company Name Location Dates Years
The Leaders Group Inc. Littleton, CO Dec 2016 - Current 1
Zuzulo Financial Group West Hartford, CT Feb 2013 - Current 5
Northwestern Mutual Wealth Management Company Milwaukee, WI Jan 2016 - Dec 2016 < 1
Northwestern Mutual Investment Services, LLC Hamden, CT Apr 2013 - Dec 2016 3
Northwestern Mutual Life Insurance Company Milwaukee, WI Feb 2013 - Dec 2016 3
Northwestern Mutual Investment Services, LLC Guilford, CT Sep 2014 - Mar 2016 1
Unemployed New Haven, CT Sep 2011 - Feb 2013 1
Yale New Haven Hospital New Haven, CT Mar 2008 - Sep 2011 3
Environmental Management Cromwell, CT Mar 1995 - Dec 2009 14
Exam Code Name Passed Date
S65 NASAA Investment Advisors Law Examination Sep 2014
S63 Uniform Securities State Law Examination Dec 2013
Contact Info for Alan Tuchmann
Phone Number: 303-797-9080
Registered State(s):
  • CT
By the Numbers
  • Total Assets Under Management
    311
    MILLIONS
  • Total Number of Accounts
    1,100
    ACCOUNTS
  • Average Account Value
    $283,162
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
  • Commissions
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses (other than small businesses) or institutional clients
  • Pension consulting services
  • Selection of other advisers (including private fund managers)
Types of Clients
Registered States

CA, CO, CT, FL, GA, ID, IL, IN, LA, MA, MD, MI, MN, MO, MS, NC, NE, NH, NY, OH, PA, RI, TX, UT, VA, WA, WI

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BADGES
90
Clean Record
This advisor has a clean track record with regulators.

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