Tlg Advisors, Inc

Investment Advisor
in Minneapolis, MN

Answer a few questions and
get matched with an advisor.

Find an Advisor

About this Advisor

Philip Roberts is a financial advisor working in Minneapolis, Minnesota who has 1 year of relevant experience. Roberts is an advisor for Tlg Advisors, Inc. Throughout their career, they have worked at Security Distributors Inc, Questar Capital Corporation, Personalized Brokerage Services, Questar Asset Management, Magellan Financial And Insurance Services, The Leaders Group Inc, Truchoice, Infusion, Bfc Planning Inc, Great Plains Annuity & Life Marketing and Securities Management & Research Inc. Roberts has a Series 66 license, which qualifies them as both a securities agent and an investment advisor representative, and is approved to operate in Minnesota. Tlg Advisors, Inc is a registered investment company that has its headquarters in Littleton, CO. The firm has offices in 96 locations and a total of 264 employees. It oversees $2 billion in 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 client accounts, just 3% are held by high-net-worth investors who have more than $1 million in assets. The business has a diverse range 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. Financial management fees typically depend on which services the firm provides the client. Fee types charged by Tlg Advisors, Inc likely include asset-based, hourly and fixed fees.

Certifications and Registrations

Series 66

Years Registered*

1 year

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

400 Hwy 169 S, Suite 200
Minneapolis, MN 55426

Not sure which advisor is right for you? Use our matching tool.

Our matching tool simplifies the process of finding a financial advisor. To match you with top financial advisors nearby, we ask you a series of questions about your retirement plans, life status, investment goals and advisor preferences, which are all important topics to consider when choosing a financial advisor. Based on that information, we match you with financial advisors near you who suit your needs. Our matching tool has connected more individuals with financial advisors than any other service in the U.S. Click here to get matched with an advisor today.

Tlg Advisors, Inc Brokerage Details

Total Assets Under Management


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


MN Average: 28
Total Number of Accounts


MN Average: 1,101
Average Account Size


MN 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

Philip Roberts Work History

Philip has been registered as a financial advisor for 1 years.*

2022 - Present (1 year)

The Leaders Group Inc

2022 - Present (1 year)


2021 - 2021 (< 1 year)


2018 - 2020 (2 years)

The Leaders Group Inc

2018 - 2018 (< 1 year)

Bfc Planning Inc

2018 - 2018 (< 1 year)

Securities Management & Research Inc

2017 - 2020 (3 years)

Magellan Financial And Insurance Services

2017 - 2018 (1 year)

Great Plains Annuity & Life Marketing

2014 - 2017 (3 years)

Questar Capital Corporation

2014 - 2017 (3 years)

Personalized Brokerage Services

2014 - 2016 (2 years)

Questar Asset Management

2013 - 2013 (< 1 year)

Security Distributors Inc

*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.


Please visit the SEC profile of Philip Roberts 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

Travis Olszewski
Littleton, CO
Paul Shepherd
Cleveland, OH
Jackie Martin
Encino, CA
James Tanksley
Atlanta, GA
Christopher Diodato
Pittsburgh, PA
David Ginsberg
Owings Mills, MD
Jerry Adam
Littleton, CO
Patrick Norton
Littleton, CO

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

The named financial professional and firm have not reviewed, approved, or endorsed this profile and are not responsible for its accuracy. Profile content is produced by SmartAsset independently of any business relationships that might exist between SmartAsset and the named financial professional and firm. Financial professionals and firms having business relationships with SmartAsset receive no special treatment or consideration in SmartAsset’s profiles.

This profile may include a firm or advisor that has a business relationship with SmartAsset, in which SmartAsset is compensated for lead referrals. SmartAsset is not a client of the aforementioned firms or advisors. SmartAsset did not receive compensation for including any of the firms or advisors in the aforementioned profile.

This page contains links to SmartAsset’s financial advisor matching tool, which may or may not match you with the advisor or firm mentioned in this profile. The matching tool does not include all available advisors and firms and matches based on specific criteria (investable assets, geography, and willingness to work with a remote advisor).

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.

Let us help match you with the right financial advisor for your needs.

Answer a few questions to get a personalized match.
Get started