Ronald
Neuenschwander

Tlg Advisors, Inc

CRD#346666
Investment Advisor
in Fort Wayne, IN

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About this Advisor

Ronald Neuenschwander is a financial advisor based in Fort Wayne, Indiana, working with Tlg Advisors, Inc. Ronald has previously held positions at Wells Fargo Advisors, LLC, Fsg, Llp, and The Leaders Group, Inc. Ronald has passed the Series 63 and Series 65 regulatory exams and is registered to provide services in Indiana. Currently, Ronald is part of Tlg Advisors, Inc, which operates out of Fort Wayne, Indiana. The firm has 96 offices and 264 employees. The firm manages assets totaling $1.7 billion and serves high-net-worth clients. 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, Series 65

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

12711 Falling Water Blvd
Fort Wayne, IN 46845

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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

Ronald Neuenschwander Work History

2020 - Present (4 years)

The Leaders Group, Inc

2019 - Present (5 years)

Fsg, Llp

2016 - 2018 (2 years)

Wells Fargo Advisors, LLC

2009 - 2016 (7 years)

Wells Fargo Advisors, LLC

Disclosures

Please visit the SEC profile of Ronald Neuenschwander 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

Steven Schaumberger
Littleton, CO
Donald Baran
Littleton, CO
Jessica Titus
Elmira, NY
James Tanksley
Atlanta, GA
Michael Wayda
New Orleans, LA
Andrew Mitchell
Leawood, KS
Matthew Kaas
Littleton, CO
Richard Gatesman
Littleton, CO

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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