Richard
Mack

Tlg Advisors, Inc

CRD#1476655
Investment Advisor
in Indianapolis, IN

Answer a few questions and
get matched with an advisor.

Find an Advisor

About this Advisor

Richard Mack is a financial advisor working out of Indianapolis, Indiana with a total of 4 years of relevant experience. Mack currently works for Tlg Advisors, Inc. Their career trajectory has included roles at Pacific Fncl. Companies, M Holdings Securities, Inc, Mack Financial Group Inc and The Leaders Group Inc. Mack has a Series 63 license, designating them as a securities representative, and can work in Indiana. Tlg Advisors, Inc is a firm that has its headquarters in Littleton, CO. The company has offices in 96 locations and a total of 264 financial advisors. It manages $2 billion in assets under management among its 7,160 accounts, making it one of the biggest firms in the country by assets under management. Of its 7,160 client accounts, just 3% belong to high-net-worth individuals who have at least $1 million in assets. The business performs a wide array 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 charged by financial advisors are based on the type of financial services offered. Fee types billed by Tlg Advisors, Inc likely are comprised of 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

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

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

Richard Mack Work History

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

2019 - Present (5 years)

The Leaders Group Inc

1980 - Present (44 years)

Mack Financial Group Inc

2000 - 2019 (19 years)

M Holdings Securities, Inc

1981 - 2019 (38 years)

Pacific Fncl. Companies

*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 Richard Mack 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

Emma Wheeler
Spring, TX
Kevyn Bowling
Littleton, CO
Christopher Diodato
Pittsburgh, PA
Erik Oros
Littleton, CO
Warren Mann
Littleton, CO
David Ginsberg
Owings Mills, MD
Philip Roberts
Minneapolis, MN
Paul Shepherd
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.

Let us help match you with the right financial advisor for your needs.

Answer a few questions to get a personalized match.
Get started