John
Nakowicz
Tlg Advisors, Inc
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About this Advisor
John Nakowicz is a financial advisor working in Littleton, Colorado with 13 years of industry experience. Nakowicz is an employee of Tlg Advisors, Inc. Throughout their career, Nakowicz has worked at Nakowicz Financial Services Inc and The Leaders Group Inc. Nakowicz has Series 63 and Series 65 licenses, qualifying them as both a securities agent and an investment advisor representative, and is able to operate in Rhode Island. Tlg Advisors, Inc is a registered investment company headquartered in Littleton, CO. The company has offices in 96 locations and a total of 264 advisors. It manages $2 billion in assets under management across its 7,160 client accounts, making it one of the biggest financial advisory firms in the country by assets under management. Of its 7,160 client accounts, just 3% are associated with high-net-worth clients who have greater than $1 million in investable assets. The business provides a number of services, such as financial planning services, portfolio management for individuals and small businesses, portfolio management for institutional clients, pension consulting services, selection of other advisers and other services. Fees for financial management largely are based on which services are offered. Fee types charged by Tlg Advisors, Inc can be comprised of some blend of asset-based, hourly and fixed fees.
Certifications and Registrations
Years Registered*
Services Offered
Fee Structure
Office Location
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Tlg Advisors, Inc Brokerage Details
$1,620,548,890
264
7,160
$226,334
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses or institutional clients
- Pension consulting services
- Selection of other advisers
- Other
John Nakowicz Work History
John has been registered as a financial advisor for 13 years.*
The Leaders Group Inc
Nakowicz Financial Services Inc
*The number of years registered in this profile is calculated by taking the year of an advisor's first active registration and subtracting it from the current year.
Disclosures
Please visit the SEC profile of John Nakowicz to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.
Financial Advisors at Tlg Advisors, Inc
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Owings Mills, MD
Spring, TX
Pittsburgh, PA
Minneapolis, MN
Littleton, CO
Littleton, CO
Littleton, CO
The content in this profile was updated by SmartAsset on 4/16/2023. All advisor details come from publicly available data, and we cannot guarantee the accuracy of the content. We are unable to make individual profile updates. If you want your profile removed temporarily or permanently, please contact profile-compliance@smartasset.com.
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