Tlg Advisors, Inc.

Tlg Advisors, Inc. (CRD# 111052) is a financial advisory firm headquartered in Littleton, CO. They manage $311,477,908 in 1,100 accounts and serve the financial needs of clients across 27 states (or territories).

By the Numbers
  • Total Assets Under Management
    311
    MILLION
  • 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
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.

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

Financial Advisors at Tlg Advisors, Inc.
Showing 1 - 10 of 131 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 14 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
Alyse N. Blumberg
CRD#: 1590662
1845 Walnut St, Ste 1155, Philadelphia, PA 19103
96
Wealthminder
score

Alyse Blumberg (CRD# 1590662) is an Investment Advisor Representative working at Tlg Advisors, Inc. in Philadelphia, PA and has over 31 years of experience in the finance industry.

3
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.

4
Steven C. Caldara
CRD#: 2144209
1805 S Bellaire St, Ste 464, Denver, CO 80222
96
Wealthminder
score

Steven Caldara (CRD# 2144209) is an Investment Advisor Representative working at Tlg Advisors, Inc. in Denver, CO and has over 11 years of experience in the finance industry.

5
Douglas A. Clermont
CRD#: 4119008
2700 Patriot Blvd., Suite 135, Glenview, IL 60026
96
Wealthminder
score

Douglas Clermont (CRD# 4119008) is an Investment Advisor Representative working at Tlg Advisors, Inc. in Glenview, IL and has over 18 years of experience in the finance industry. Douglas Clermont 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.

6
Scott J. Coppeto
CRD#: 2847187
26 West Dry Creek Circle, Suite 575, Littleton, CO 80120
96
Wealthminder
score

Scott Coppeto (CRD# 2847187) is an Investment Advisor Representative working at Tlg Advisors, Inc. in Littleton, CO and has over 18 years of experience in the finance industry. Scott Coppeto 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
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.

8
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.

9
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 12 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.

10
Thomas J. Kosmala
CRD#: 4122014
400 Third Ave, Ste 311, Kingston, PA 18704
96
Wealthminder
score

Thomas Kosmala (CRD# 4122014) is an Investment Advisor Representative working at Tlg Advisors, Inc. in Kingston, PA and has over 18 years of experience in the finance industry. Thomas Kosmala 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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