Nathan
Self

Tlg Advisors, Inc

CRD#6791591
Investment Advisor
in Des Moines, IA

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About this Advisor

Nathan Self is a financial advisor based in Des Moines, Iowa, working with Tlg Advisors, Inc. Nathan has previously held positions at Voya, Insurance Social Media, Gallagher Bassett Services, Principal Financial Group, Farmers Insurance, Drake University College Of Business And Public Administration, Papa Johns Inc, Full Time Student, Voya Financial Advisors, Voya Financial Partners, LLC, Gilico, and The Leaders Group Inc. Nathan has passed the Series 66 regulatory exam and is registered to provide services in Iowa. Currently, Nathan is part of Tlg Advisors, Inc, which operates out of Des Moines, Iowa. 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 66

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

508 E Locust
Des Moines, IA 50309

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Tlg Advisors, Inc Brokerage Details

Total Assets Under Management

$1,661,324,827

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

264

IA Average: 28
Total Number of Accounts

5,935

IA Average: 1,101
Average Account Size

$279,920

IA 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

Nathan Self Work History

2024 - Present (0 year)

The Leaders Group Inc

2022 - Present (2 years)

Gilico

2019 - 2022 (3 years)

Voya Financial Partners, LLC

2018 - 2018 (< 1 year)

Principal Financial Group

2018 - 2019 (1 year)

Voya Financial Advisors

2017 - 2018 (1 year)

Voya

2017 - 2017 (< 1 year)

Insurance Social Media

2016 - 2016 (< 1 year)

Gallagher Bassett Services

2016 - 2017 (1 year)

Full Time Student

2016 - 2016 (< 1 year)

Full Time Student

2015 - 2015 (< 1 year)

Principal Financial Group

2015 - 2015 (< 1 year)

Farmers Insurance

2014 - 2015 (1 year)

Drake University College Of Business And Public Administration

2013 - 2014 (1 year)

Papa Johns Inc

Disclosures

Please visit the SEC profile of Nathan Self 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

Weldon Doe
Jackson, MS
Charles Crist
Littleton, CO
James Murphy
Littleton, CO
James Tanksley
Atlanta, GA
Matthew Kaas
Littleton, CO
Donald Baran
Littleton, CO
Lynn Jacobowski
Littleton, CO
Michael Wayda
New Orleans, LA

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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