Riley
Alferd

Tlg Advisors, Inc

CRD#6757315
Investment Advisor
in Bozeman, MT

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About this Advisor

Riley Alferd is a financial advisor operating out of Bozeman, Montana with 1 year of industry experience. Alferd is an employee of Tlg Advisors, Inc. Their career trajectory has included roles at Student, Northwestern Mutual Life Insurance Company, Northwestern Mutual Investment Services LLC, Pacific Life Insurance, Fisher Investments, The Leaders Group Inc, Wealthvest and Rental Property. Alferd has Series 65 and Series 63 licenses, certifying them as both a securities agent and an investment advisor representative, and is approved to work in Montana. Tlg Advisors, Inc is an advisory firm that has its headquarters in Littleton, CO. The firm has offices in 96 locations and a total of 264 employees. It controls $2 billion in assets across its 7,160 accounts, making it one of 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 assets. The business offers a diverse array 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 advisory fees usually depend on the type of financial services. However, fees billed by Tlg Advisors, Inc can consist of asset-based, hourly and fixed fees.

Certifications and Registrations

Series 65, Series 63

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

2485 Manley Road, Suite A
Bozeman, MT 59715

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Tlg Advisors, Inc Brokerage Details

Total Assets Under Management

$1,620,548,890

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

264

MT Average: 28
Total Number of Accounts

7,160

MT Average: 1,101
Average Account Size

$226,334

MT 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

Riley Alferd Work History

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

2022 - Present (2 years)

The Leaders Group Inc

2022 - Present (2 years)

Wealthvest

2020 - Present (4 years)

Rental Property

2021 - 2021 (< 1 year)

Fisher Investments

2019 - 2021 (2 years)

Pacific Life Insurance

2018 - 2018 (< 1 year)

Northwestern Mutual Investment Services LLC

2017 - 2018 (1 year)

Northwestern Mutual Life Insurance Company

2006 - 2020 (14 years)

Student

*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 Riley Alferd 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

Warren Mann
Littleton, CO
Travis Olszewski
Littleton, CO
Patrick Norton
Littleton, CO
Emma Wheeler
Spring, TX
Jackie Martin
Encino, CA
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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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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