Michael
Westerfield

Tlg Advisors, Inc

CRD#4900861
Investment Advisor
in Littleton, CO

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About this Advisor

Michael Westerfield is a financial advisor based out of Littleton, Colorado with 4 years of relevant experience. Westerfield is an advisor for Tlg Advisors, Inc. Westerfield has gained experience at Metlife Securities, Inc, Metropolitan Life Insurance Co, Mml Investors Services, LLC, The Leaders Group, Inc, The Insurance Partners and Massmutual Life Insurance Company. Westerfield maintains Series 63 and Series 65 licenses, qualifying them as both a securities agent and an investment advisor representative, and can operate in Kansas. Tlg Advisors, Inc is a registered investment business that has its headquarters in Littleton, CO. It has offices in 96 locations and a total of 264 people on staff. It has $2 billion in assets under management among its 7,160 client accounts, placing it among the largest investment advisory firms in the country by assets under management. Of its 7,160 accounts, just 3% are held by high-net-worth clients who have more than $1 million in investable assets. The firm provides a number 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 management are based on which service is provided. Fee types charged by Tlg Advisors, Inc can be comprised of any blend of asset-based, hourly and fixed fees.

Certifications and Registrations

Series 63, Series 65

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

26 West Dry Creek Circle Suite 800
Littleton, CO 80120

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Tlg Advisors, Inc Brokerage Details

Total Assets Under Management

$1,620,548,890

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

264

CO Average: 28
Total Number of Accounts

7,160

CO Average: 1,101
Average Account Size

$226,334

CO 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

Michael Westerfield Work History

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

2019 - Present (5 years)

The Leaders Group, Inc

2019 - Present (5 years)

The Insurance Partners

2017 - 2019 (2 years)

Mml Investors Services, LLC

2016 - 2019 (3 years)

Massmutual Life Insurance Company

2005 - 2017 (12 years)

Metlife Securities, Inc

2005 - 2016 (11 years)

Metropolitan Life Insurance Co

*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 Michael Westerfield 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

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

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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