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 operating in Indianapolis, Indiana with 4 years of industry experience. Watko is an employee of Tlg Advisors, Inc. Their career trajectory has included roles at Pacific Mutual, Mack Financial, M Holdings Securities, Inc and The Leaders Group Inc. Watko has a Series 63 license, designating them as a securities broker, and is registered to serve investors in Indiana. Tlg Advisors, Inc is a company that has its headquarters in Littleton, CO. The company has offices in 96 locations and a total of 264 advisors. It handles $2 billion in total assets across its 7,160 customer accounts, placing it among the largest financial advisory firms in the nation by assets under management. Of its 7,160 accounts, just 3% are held by high-net-worth individuals who have greater than $1 million in investable assets. Tlg Advisors, Inc provides a broad assortment 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. Fees for financial advice typically depend on the type of services offered. However, fees charged by Tlg Advisors, Inc may include some combination of asset-based, hourly and fixed fees.

Certifications and Registrations

Series 63

Years Registered*

4 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

3388 Founders Road Suite 100
Indianapolis, IN 46268

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Tlg Advisors, Inc Brokerage Details

Total Assets Under Management

$1,620,548,890

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

264

IN Average: 28
Total Number of Accounts

7,160

IN Average: 1,101
Average Account Size

$226,334

IN 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

Edward Watko Work History

Edward has been registered as a financial advisor for 4 years.*

2019 - Present (5 years)

The Leaders Group Inc

1993 - Present (31 years)

Mack Financial

2000 - 2019 (19 years)

M Holdings Securities, Inc

1991 - 2019 (28 years)

Pacific Mutual

*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 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

David Ginsberg
Owings Mills, MD
Philip Roberts
Minneapolis, MN
Jerry Adam
Littleton, CO
Paul Shepherd
Cleveland, OH
Margaret Barrett
Littleton, CO
Patrick Norton
Littleton, CO
Kyle Ciotti
Detroit, MI
Erik Oros
Littleton, CO

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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