Andrew
Mitchell

Tlg Advisors, Inc

CRD#6326430
Investment Advisor
in Leawood, KS

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About this Advisor

Andrew Mitchell is a financial advisor based in Leawood, Kansas, working with Tlg Advisors, Inc. Andrew has previously held positions at Ubs, Mas Advisors LLC, and The Leaders Group Inc. Andrew has passed the Series 66 regulatory exam and is registered to provide services in Kansas. Currently, Andrew is part of Tlg Advisors, Inc, which operates out of Leawood, Kansas. 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, CERTIFIED FINANCIAL PLANNER™

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

5251 W 116Th Place, Suite 200
Leawood, KS 66211

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Tlg Advisors, Inc Brokerage Details

Total Assets Under Management

$1,661,324,827

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

264

KS Average: 28
Total Number of Accounts

5,935

KS Average: 1,101
Average Account Size

$279,920

KS 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

Andrew Mitchell Work History

2022 - Present (2 years)

The Leaders Group Inc

2020 - Present (4 years)

Mas Advisors LLC

2014 - 2020 (6 years)

Ubs

Disclosures

Please visit the SEC profile of Andrew Mitchell 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
Steven Schaumberger
Littleton, CO
James Tanksley
Atlanta, GA
Stefan Cherneski
Littleton, CO
Donald Baran
Littleton, CO
Paul Neri
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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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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