Tlg Advisors, Inc.

Tlg Advisors, Inc. (CRD# 111052) is a financial advisory firm headquartered in Littleton, CO. They manage $297,053,150 in 1,370 accounts and serve the financial needs of clients across 37 states (or territories).

By the Numbers
  • Total Assets Under Management
    297
    MILLION
  • Total Number of Accounts
    1,370
    ACCOUNTS
  • Average Account Value
    $216,827
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
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)
  • Publication of periodicals or newsletters
Types of Clients
Registered States
Advisors affiliated with a RIA are permitted to work with up to five clients in nearly-all states* without explicit registration. The map below shows states where this firm has explicit registration only.

AR, AZ, CA, CO, CT, FL, GA, IA, IL, IN, KS, KY, LA, MA, MD, MI, MN, MO, MS, NC, NH, NJ, NM, NV, NY, OH, OR, PA, PR, RI, SD, TN, TX, UT, VA, WA, WI

Financial Advisors at Tlg Advisors, Inc.
Showing 1 - 10 of 107 top financial advisors.
1
Robert G. Beaves
CRD#: 4661911
5500 Brooktree Rd, Ste 301, Wexford, PA 15090
96
Wealthminder
score

Robert Beaves (CRD# 4661911) is an Investment Advisor Representative working at Tlg Advisors, Inc. in Wexford, PA and has over 13 years of experience in the finance industry. Robert Beaves has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.

2
Francis A. Brown
CRD#: 2245427
225 Friend St, Ste 600, Boston, MA 02114
96
Wealthminder
score

Francis Brown (CRD# 2245427) is an Investment Advisor Representative working at Tlg Advisors, Inc. in Boston, MA and has over 25 years of experience in the finance industry. Francis Brown has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.

3
Kathryn A. Clark
CRD#: 2917734
244 W Water St, Ste 200, Elmira, NY 14901
96
Wealthminder
score

Kathryn Clark (CRD# 2917734) is an Investment Advisor Representative working at Tlg Advisors, Inc. in Elmira, NY and has over 20 years of experience in the finance industry. Kathryn Clark has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.

4
Glen C. Farr
CRD#: 1673162
996 S Seaward Ave, Ventura, CA 93001
96
Wealthminder
score

Glen Farr (CRD# 1673162) is an Investment Advisor Representative working at Tlg Advisors, Inc. in Ventura, CA and has over 25 years of experience in the finance industry.

5
Harold L. Harris
CRD#: 1341887
1647 Barclay Blvd, Buffalo Grove, IL 60089
96
Wealthminder
score

Harold Harris (CRD# 1341887) is an Investment Advisor Representative working at Tlg Advisors, Inc. in Buffalo Grove, IL and has over 17 years of experience in the finance industry.

6
Jeffrey W. Kolasinski
CRD#: 4156851
601 N Lynndale Dr, Appleton, WI 54914
96
Wealthminder
score

Jeffrey Kolasinski (CRD# 4156851) is an Investment Advisor Representative working at Tlg Advisors, Inc. in Appleton, WI and has over 11 years of experience in the finance industry. Jeffrey Kolasinski has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.

7
Scott T. Marshall
CRD#: 5371392
26 West Dry Creek Circle, Suite 575, Littleton, CO 80120
96
Wealthminder
score

Scott Marshall (CRD# 5371392) is an Investment Advisor Representative working at Tlg Advisors, Inc. in Littleton, CO and has over 10 years of experience in the finance industry. Scott Marshall has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.

8
Scott D. Mathewson
CRD#: 1878928
26 West Dry Creek Circle, Suite 575, Littleton, CO 80120
96
Wealthminder
score

Scott Mathewson (CRD# 1878928) is an Investment Advisor Representative working at Tlg Advisors, Inc. in Littleton, CO and has over 29 years of experience in the finance industry. Scott Mathewson has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.

9
Donald P. Monti
CRD#: 1009349
5500 Brooktree Rd, Ste 301, Wexford, PA 15090
96
Wealthminder
score

Donald Monti (CRD# 1009349) is an Investment Advisor Representative working at Tlg Advisors, Inc. in Wexford, PA and has over 34 years of experience in the finance industry. Donald Monti has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.

10
Bruce A. Popper
CRD#: 1623376
1445 Ross Ave, Ste 4600, Dallas, TX 75201
96
Wealthminder
score

Bruce Popper (CRD# 1623376) is an Investment Advisor Representative working at Tlg Advisors, Inc. in Dallas, TX and has over 30 years of experience in the finance industry. Bruce Popper has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.

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