Kevyn
Bowling

Tlg Advisors, Inc

CRD#7307043
Investment Advisor
in Littleton, CO

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About this Advisor

Kevyn Bowling is a financial advisor based in Littleton, Colorado, working with Tlg Advisors, Inc. Kevyn has previously held positions at Freelance Film Work, Performance Studios, Tpg Financial Inc, and The Leaders Group Inc. Kevyn has passed the Series 66 regulatory exam and is registered to provide services in Tennessee. Currently, Kevyn is part of Tlg Advisors, Inc, which operates out of Littleton, Colorado. The firm has 96 offices and 264 employees. The firm manages assets totaling $1.7 billion and serves high-net-worth clients. The services offered by the firm include financial planning services, portfolio management for individuals and small businesses, portfolio management for pooled investment vehicles, portfolio management for institutional clients, pension consulting services, selection of other advisers, educational seminars, and other services. The fee structure at Tlg Advisors, Inc includes asset-based, hourly, and fixed fees.

Certifications and Registrations

Series 66

Services Offered

Financial planning services, Portfolio management for individuals and/or small businesses, Portfolio management for pooled investment vehicles, Portfolio management for businesses or institutional clients, Pension consulting services, Selection of other advisers, Educational seminars/workshops, Other

Fee Structure

Percentage of Assets, Hourly Charges, Fixed Fees

Office Location

26 West Dry Creek Circle Suite 800
Littleton, CO 80120

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Tlg Advisors, Inc Brokerage Details

Total Assets Under Management

$1,661,324,827

CO Average: $2,349,664,866
Total Number of Employees

264

CO Average: 28
Total Number of Accounts

5,935

CO Average: 1,101
Average Account Size

$279,920

CO Average: $2,134,119

Investment Advisory Services

  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for pooled investment vehicles
  • Portfolio management for businesses or institutional clients
  • Pension consulting services
  • Selection of other advisers
  • Educational seminars/workshops
  • Other

Kevyn Bowling Work History

2020 - Present (4 years)

The Leaders Group Inc

2018 - Present (6 years)

Tpg Financial Inc

2017 - 2018 (1 year)

Performance Studios

2013 - 2017 (4 years)

Freelance Film Work

Disclosures

Please visit the SEC profile of Kevyn Bowling 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

Andrew Mitchell
Leawood, KS
Stefan Cherneski
Littleton, CO
Weldon Doe
Jackson, MS
James Tanksley
Atlanta, GA
Paul Neri
Littleton, CO
Donald Baran
Littleton, CO
James Murphy
Littleton, CO
Douglas Gerrard
Miami Beach, FL

The content in this profile was updated by SmartAsset on 6/19/2024. 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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