Travis
Olszewski

Tlg Advisors, Inc

CRD#5030364
Investment Advisor
in Littleton, CO

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About this Advisor

Travis Olszewski is a financial advisor working out of Littleton, Colorado with a total of 2 years of relevant experience. Olszewski currently works for Tlg Advisors, Inc. Olszewski has gained experience at Pacer Financial Inc, Private Advisor Group, Wealthvest, The Leaders Group, Inc and Lpl Financial LLC. Olszewski holds Series 63 and Series 66 licenses, which qualify them as a securities representative, and can advise clients in Montana. Tlg Advisors, Inc is a financial advisory firm based in Littleton, CO. The company has offices in 96 locations and a total of 264 financial advisors. It oversees $2 billion in total assets across its 7,160 client accounts, making it one of the largest financial advisory firms in the United States by assets under management. Of its 7,160 customer accounts, just 3% are associated with high-net-worth individuals who have greater than $1 million in investable assets. The business 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 for financial management typically are based on which services the firm provides the client. However, fees billed by Tlg Advisors, Inc most likely include some combination of asset-based, hourly and fixed fees.

Certifications and Registrations

Series 63, Series 66

Years Registered*

2 years

Services Offered

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

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

$1,620,548,890

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

264

CO Average: 28
Total Number of Accounts

7,160

CO Average: 1,101
Average Account Size

$226,334

CO Average: $2,134,119

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

Travis Olszewski Work History

Travis has been registered as a financial advisor for 2 years.*

2021 - Present (3 years)

The Leaders Group, Inc

2019 - Present (5 years)

Wealthvest

2018 - 2019 (1 year)

Private Advisor Group

2018 - 2019 (1 year)

Lpl Financial LLC

2013 - 2018 (5 years)

Pacer Financial 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 Travis Olszewski 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

Patrick Norton
Littleton, CO
Paul Shepherd
Cleveland, OH
Emma Wheeler
Spring, TX
Jackie Martin
Encino, CA
Philip Roberts
Minneapolis, MN
David Ginsberg
Owings Mills, MD
Jerry Adam
Littleton, CO
Margaret Barrett
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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