Dean
Knieps

Tlg Advisors, Inc

CRD#6589929
Investment Advisor
in Chicago, IL

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About this Advisor

Dean Knieps is a financial advisor based in Chicago, Illinois with 3 years of relevant experience. Knieps is an employee of Tlg Advisors, Inc. Over the course of their career, Knieps has held roles at Buffalo Wild Wings, St. Ambrose University, Massmutual Life Insurance Co, Mml Investor Services, LLC, The Leaders Group, Inc and Kme Insurance Brokerage. Knieps has Series 63 and Series 66 licenses, which qualify them as a securities agent, and is able to work in Illinois. Tlg Advisors, Inc is a registered investment business that has its headquarters in Littleton, CO. The firm has offices in 96 locations and a total of 264 financial advisors. It has $2 billion in assets under management across its 7,160 client accounts, placing it among the largest firms in the country by assets under management. Of its 7,160 client accounts, just 3% are held by high-net-worth individuals who have at least $1 million in investable assets. The business offers a diverse range 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 typically are based on which services the firm provides the client. Fee types charged by Tlg Advisors, Inc can consist of asset-based, hourly and fixed fees.

Certifications and Registrations

Series 63, Series 66

Years Registered*

3 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

300 S Wacker Drive Suite 2000A
Chicago, IL 60606

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Tlg Advisors, Inc Brokerage Details

Total Assets Under Management

$1,620,548,890

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

264

IL Average: 28
Total Number of Accounts

7,160

IL Average: 1,101
Average Account Size

$226,334

IL 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

Dean Knieps Work History

Dean has been registered as a financial advisor for 3 years.*

2020 - Present (4 years)

The Leaders Group, Inc

2020 - Present (4 years)

Kme Insurance Brokerage

2016 - 2020 (4 years)

Mml Investor Services, LLC

2015 - 2020 (5 years)

Massmutual Life Insurance Co

2014 - 2015 (1 year)

St. Ambrose University

2011 - 2014 (3 years)

Buffalo Wild Wings

*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 Dean Knieps 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

Warren Mann
Littleton, CO
Kevyn Bowling
Littleton, CO
Emma Wheeler
Spring, TX
Margaret Barrett
Littleton, CO
Jackie Martin
Encino, CA
David Ginsberg
Owings Mills, MD
Paul Shepherd
Cleveland, OH
Christopher Diodato
Pittsburgh, PA

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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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.

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