Thomas
Zirbes

Tlg Advisors, Inc

CRD#1125278
Investment Advisor
in Rehoboth Beach, DE

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About this Advisor

Thomas Zirbes is a financial advisor based in Rehoboth Beach, Delaware, working with Tlg Advisors, Inc. Thomas has previously held positions at Minnesota Life Insurance Company, Securian Financial Services, Inc, North Star Consultants, Inc, Cri Securities, Guardian Life Insurance Company, Park Avenue Securities, White Swan, and The Leaders Group Inc. Thomas has passed the Series 63 and Series 65 regulatory exams and is registered to provide services in California. Currently, Thomas is part of Tlg Advisors, Inc, which operates out of Rehoboth Beach, Delaware. The firm has 96 offices and 264 employees. The firm manages assets totaling $1.7 billion and serves a variety of clients, including high-net-worth individuals. 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 63, Series 65

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

13 Collins Street
Rehoboth Beach, DE 19971

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Tlg Advisors, Inc Brokerage Details

Total Assets Under Management

$1,661,324,827

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

264

DE Average: 28
Total Number of Accounts

5,935

DE Average: 1,101
Average Account Size

$279,920

DE 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

Thomas Zirbes Work History

2022 - Present (2 years)

White Swan

2022 - Present (2 years)

The Leaders Group Inc

2019 - 2022 (3 years)

Guardian Life Insurance Company

2019 - 2022 (3 years)

Park Avenue Securities

2001 - 2019 (18 years)

North Star Consultants, Inc

2001 - 2019 (18 years)

Cri Securities

1988 - 2019 (31 years)

Securian Financial Services, Inc

1987 - 2019 (32 years)

Minnesota Life Insurance Company

Disclosures

Please visit the SEC profile of Thomas Zirbes 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

Daniel Barajas
Littleton, CO
Douglas Gerrard
Miami Beach, FL
Michael Wayda
New Orleans, LA
James Tanksley
Atlanta, GA
Steven Schaumberger
Littleton, CO
Donald Baran
Littleton, CO
Paul Neri
Littleton, CO
Matthew Kaas
Littleton, CO

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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