Gerard
Vanderzanden

Tlg Advisors, Inc

CRD#2658314
Investment Advisor
in Hailey, ID

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About this Advisor

Gerard Vanderzanden is a financial advisor based in Hailey, Idaho, working with Tlg Advisors, Inc. Gerard has previously held positions at Lincoln Financial Group, Lincoln Financial Securities Corp, Coastal Financial Partners Group LLC, Questar Capital Corporation, Questar Asset Management, The Annuity Store (Truchoice), The Leaders Group, Inc, and Ida - New West Insurance. Gerard has passed the Series 63 regulatory exam and is registered to provide services in Idaho. Currently, Gerard is part of Tlg Advisors, Inc, which operates out of Hailey, Idaho. 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 63, Chartered Financial Consultant

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

515 N River Street Suite D
Hailey, ID 83333

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Tlg Advisors, Inc Brokerage Details

Total Assets Under Management

$1,661,324,827

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

264

ID Average: 28
Total Number of Accounts

5,935

ID Average: 1,101
Average Account Size

$279,920

ID 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

Gerard Vanderzanden Work History

2021 - Present (3 years)

Ida - New West Insurance

2019 - Present (5 years)

The Leaders Group, Inc

2017 - 2019 (2 years)

Questar Capital Corporation

2017 - 2019 (2 years)

Questar Asset Management

2016 - 2020 (4 years)

The Annuity Store (Truchoice)

2009 - 2016 (7 years)

Lincoln Financial Group

2009 - 2016 (7 years)

Lincoln Financial Securities Corp

2009 - 2016 (7 years)

Coastal Financial Partners Group LLC

Disclosures

Please visit the SEC profile of Gerard Vanderzanden 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

Stefan Cherneski
Littleton, CO
Jessica Titus
Elmira, NY
Daniel Barajas
Littleton, CO
James Tanksley
Atlanta, GA
Paul Neri
Littleton, CO
Donald Baran
Littleton, CO
Catrina Beauchamp
Kingwood, TX
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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