Tlg Advisors, Inc
Answer a few questions and
get matched with an advisor.
About this Advisor
Nathaniel Siegel is a financial advisor working in Littleton, Colorado, with a total of 3 years of industry experience. Siegel is on the advisory team at Tlg Advisors, Inc. Throughout their career, they have worked at Northwestern Mutual Life Insurance Co, Northwestern Mutual Investment Services, LLC, Lockton, The Leaders Group Inc, Vanbridge LLC, Northwestern Mutual Investment Services LLC and Northwestern Mutual Life Insurance Company. Siegel holds Series 65 and Series 63 licenses, certifying them as both a securities agent and an investment advisor representative, and is approved to advise clients in Virginia. Tlg Advisors, Inc is an advisory firm that has its headquarters in Littleton, CO. The investment advisory business has offices in 96 locations and a total of 264 financial advisors. It administers $2 billion in assets across its 7,160 customer accounts, making it one of the biggest firms in the United States by assets under management. Of its 7,160 accounts, just 3% are associated with high-net-worth clients who have at least $1 million in assets available to invest. Tlg Advisors, Inc offers 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 charged by financial advisors usually are based on the financial services provided. Fee types billed by Tlg Advisors, Inc most likely include asset-based, hourly and fixed fees.
Certifications and Registrations
Not sure which advisor is right for you? Use our matching tool.
Our matching tool simplifies the process of finding a financial advisor. To match you with top financial advisors nearby, we ask you a series of questions about your retirement plans, life status, investment goals and advisor preferences, which are all important topics to consider when choosing a financial advisor. Based on that information, we match you with financial advisors near you who suit your needs. Our matching tool has connected more individuals with financial advisors than any other service in the U.S. Click here to get matched with an advisor today.
Tlg Advisors, Inc Brokerage Details
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
Nathaniel Siegel Work History
Nathaniel has been registered as a financial advisor for 3 years.*
The Leaders Group Inc
Northwestern Mutual Investment Services LLC
Northwestern Mutual Life Insurance Company
Northwestern Mutual Life Insurance Co
Northwestern Mutual Investment Services, LLC
*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.
Please visit the SEC profile of Nathaniel Siegel 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
Owings Mills, MD
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 firstname.lastname@example.org.
The named financial professional and firm have not reviewed, approved, or endorsed this profile and are not responsible for its accuracy. Profile content is produced by SmartAsset independently of any business relationships that might exist between SmartAsset and the named financial professional and firm. Financial professionals and firms having business relationships with SmartAsset receive no special treatment or consideration in SmartAsset’s profiles.
This profile may include a firm or advisor that has a business relationship with SmartAsset, in which SmartAsset is compensated for lead referrals. SmartAsset is not a client of the aforementioned firms or advisors. SmartAsset did not receive compensation for including any of the firms or advisors in the aforementioned profile.
This page contains links to SmartAsset’s financial advisor matching tool, which may or may not match you with the advisor or firm mentioned in this profile. The matching tool does not include all available advisors and firms and matches based on specific criteria (investable assets, geography, and willingness to work with a remote advisor).
Certified Financial Planner Board of Standards, Inc. (CFP Board) owns the certification marks CFP® and CERTIFIED FINANCIAL PLANNER™ in the United States, which it authorizes the use of by individuals who successfully complete CFP Board’s initial and ongoing certification requirements.