Michael
Kalen
Tlg Advisors, Inc
Answer a few questions and
get matched with an advisor.
About this Advisor
Michael Kalen is a chartered financial consultant working in Boise, Idaho with a total of 1 year of industry experience. Kalen is on the advisory team at Tlg Advisors, Inc. Their career trajectory has included roles at Futurity First Insurance Group (Ffig), Futurity First Investment Services (Ffis), The Sequoia Group LLC, Futurity First Advisory Services (Ffas), Futurity First Financial Corporation (Fffc), The Leaders Group Inc and Covr Financial Technologies. Kalen is registered to advise clients in Idaho. Tlg Advisors, Inc is a registered investment company that has its headquarters in Littleton, CO. The company has offices in 96 locations and a total of 264 employees. It manages $2 billion in total assets among its 7,160 customer accounts, placing it among the biggest investment advisory firms in the country by assets under management. Of its 7,160 client accounts, just 3% are associated with high-net-worth clients who have more than $1 million in investable assets. The company performs a number of services, including 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. Financial management fee schedules vary depending on which service is offered. Fees billed by Tlg Advisors, Inc most likely include some combination of asset-based, hourly and fixed fees.
Certifications and Registrations
Years Registered*
Services Offered
Fee Structure
Office Location
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
$1,620,548,890
264
7,160
$226,334
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
Michael Kalen Work History
Michael has been registered as a financial advisor for 1 years.*
The Sequoia Group LLC
The Leaders Group Inc
Covr Financial Technologies
Futurity First Advisory Services (Ffas)
Futurity First Insurance Group (Ffig)
Futurity First Investment Services (Ffis)
Futurity First Financial Corporation (Fffc)
*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 Michael Kalen 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
Spring, TX
Littleton, CO
Pittsburgh, PA
Detroit, MI
Littleton, CO
Owings Mills, MD
Minneapolis, MN
Cleveland, OH
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.
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.
