Edward
Watko

Tlg Advisors, Inc

CRD#1937309
Investment Advisor
in Indianapolis, IN

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About this Advisor

Edward Watko is a financial advisor based in Indianapolis, Indiana, working with Tlg Advisors, Inc. Edward has previously held positions at Pacific Mutual, Mack Financial, M Holdings Securities, Inc, and The Leaders Group Inc. Edward has passed the Series 63 regulatory exam and is registered to provide services in Indiana. Currently, Edward is part of Tlg Advisors, Inc, which operates out of Indianapolis, Indiana. 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

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

3388 Founders Road Suite 100
Indianapolis, IN 46268

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Tlg Advisors, Inc Brokerage Details

Total Assets Under Management

$1,661,324,827

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

264

IN Average: 28
Total Number of Accounts

5,935

IN Average: 1,101
Average Account Size

$279,920

IN 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

Edward Watko Work History

2019 - Present (6 years)

The Leaders Group Inc

1993 - Present (32 years)

Mack Financial

2000 - 2019 (19 years)

M Holdings Securities, Inc

1991 - 2019 (28 years)

Pacific Mutual

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Disclosures

Please visit the SEC profile of Edward Watko 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

Matthew Kaas
Littleton, CO
Christopher Diodato
Pittsburgh, PA
James Murphy
Littleton, CO
James Tanksley
Atlanta, GA
Douglas Gerrard
Miami Beach, FL
Donald Baran
Littleton, CO
Lynn Jacobowski
Littleton, CO
Catrina Beauchamp
Kingwood, TX

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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