Paul
Groeschel-Johnson
Tlg Advisors, Inc
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About this Advisor
Paul Groeschel-Johnson is a financial advisor based in Louisville, Kentucky who has 1 year of industry experience. Groeschel-Johnson is on the advisory team at Tlg Advisors, Inc. Over the course of their career, they have held roles at New York Life Insurance Company, Nicole Tritaik, Signet Jewelers, Diamonds Direct, Opus.Inc, Flagler College, Qualified Staffing, Miller School, Charlottesville Public Schools, Nylife Securities LLC, Thrivent Investment Management Inc, Thrivent Financial, Principal Life Insurance Company, Principal Securities Inc, Dpl and The Leaders Group Inc. Groeschel-Johnson has Series 63 and Series 66 licenses, qualifying them as a securities broker, and can operate in Kentucky. Tlg Advisors, Inc is a company that has its headquarters in Littleton, CO. The company has offices in 96 locations and a total of 264 employees. It controls $2 billion in total assets between its 7,160 accounts, placing it among the biggest financial advisory firms in the country by assets under management. Of its 7,160 accounts, just 3% are associated with high-net-worth clients who have at least $1 million in investable assets. Tlg Advisors, Inc performs a number of services, such as 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. Financial management fees largely vary depending on which services the firm provides the client. However, fee types charged by Tlg Advisors, Inc can include any blend of asset-based, hourly and fixed fees.
Certifications and Registrations
Years Registered*
Services Offered
Fee Structure
Office Location
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Tlg Advisors, Inc Brokerage Details
$1,620,548,890
264
7,160
$226,334
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
Paul Groeschel-Johnson Work History
Paul has been registered as a financial advisor for 1 years.*
Dpl
The Leaders Group Inc
Thrivent Financial
Principal Life Insurance Company
Principal Securities Inc
New York Life Insurance Company
Nylife Securities LLC
Thrivent Investment Management Inc
Thrivent Financial
Nicole Tritaik
Signet Jewelers
Diamonds Direct
Opus.Inc
Flagler College
Qualified Staffing
Miller School
Charlottesville Public Schools
*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 Paul Groeschel-Johnson 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
Detroit, MI
Owings Mills, MD
Spring, TX
Cleveland, OH
Littleton, CO
Encino, CA
Littleton, CO
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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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.
